- KLA has an OK quarter in an ugly market- bouncing along bottom
- Like Lam & ASML, China was huge at 43% represents more risk
- 2/3 Foundry/logic, 1/3 memory – Process tools were weak
- No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry
As expected KLAC reported earnings at the … Read More
Dan is joined by Calista Redmond, CEO of RISC-V International. Prior to RISC-V International, Calista held a variety of roles at IBM, including vice president of IBM Z Ecosystem where she led strategic relationships across software vendors, system integrators, business partners, developer communities, and broader engagement… Read More
Mr. Venkata Sudhakar Simhadri is a serial entrepreneur with a proven track-record in the semiconductor industry. He was the Founder, President & CEO of Gigacom Semiconductor LLC & Founder / Director of Gigacom India (Both the Companies acquired by MosChip) and the driving force behind establishing IP licensing and … Read More
As we all know, hearing directly from the people who actually use EDA tools, people who are solving real world problems with the latest technologies are the best source of information. Thus EDA User group meetings are always first on my event list every year which brings us to Ansys Ideas.
Ansys User Group Meeting Features Technical
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- LRCX has OK QTR but “challenging outlook” – Memory still sucks
- China at 48% is a huge risk given potential of more sanctions
- Leading & trailing logic both poor- no recovery in sight yet
- Memory spending at historical lows for NAND
Quarter came in OK but outlook seems weak and unclear
Revenues came in at $3.48B… Read More
I am straying from my normal range of topics here, but confess I am developing an interest in semiconductor metrology since it takes me back to my physics and math roots. Even better I get to learn about the state of the art in ultra-pure water for semiconductor applications, an area where resistivity monitors play a role since resistivity… Read More
One of the most promising advancements in the semiconductor field is the development of 3D Integrated Circuits (3D ICs). 3D ICs enable companies to partition semiconductor designs and seamlessly integrate silicon Intellectual Property (IP) at the most suitable process nodes and processes. This strategic partitioning yields… Read More
While writing on infotainment and ADAS I sometimes wonder about the devices that make an EV run. These have nothing to do with digital or software wizardry. While logic and software play a role, the real heart of EV power is in power electronics driving motors, regenerative braking and charger options at home and on the road. Technologies… Read More
Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More
In today’s fast-paced world, innovation in semiconductor design is a constant demand. The need for quicker, more accurate, and innovative solutions has paved the way for exploring the potential of Generative AI (#GenerativeAI) in the realm of semiconductor design development. Can it be done? Hell yeah! In this article… Read More
Weebit Nano Moves into the Mainstream with Customer Adoption