Pupil fill tradeoff again
EUV lithography continues to be plagued by its stochastic nature.
This stochastic nature is most clearly portrayed by the random fluctuation of the absorbed photon number at a given location. For example, consider an absorbed dose of 10 mJ/cm2 amounts to 6.8 photons of energy 92 eV absorbed in a square … Read More
- Consumer memory slowing more than AI gaining causing weakness
- HBM sold out for 2025- HBM is most of Capex- NAND near zero
- Big miss on Q1 guide crushes stock on disappointment
- Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks
Micron reported in line… Read More
IEDM was buzzing with many presentations about the newest gate-all-around transistor. Both Intel and TSMC announced processes based on nanosheet technology. This significant process innovation allows the fabrication of silicon RibbonFET CMOS devices, which promise to open a new era of transistor scaling, keeping Moore’s… Read More
Dan is joined by Coby Hanoch, Coby joined Weebit Nano as CEO in 2017. He has 15 years of experience in engineering and engineering management roles, and 28 years of experience in sales management and executive roles.
Coby describes the impact Weebit Nano’s ReRAM technology is having for: Embedded non-volatile memory, in… Read More
– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak
Semicon Japan crowded but muted
We attended… Read More
There was a lot of discussion at IEDM about the coming shift to gate-all-around (GAA) transistor structures. This new device brings many benefits to continue device scaling, both at the monolithic device level as well as for multi-die design. The path to GAA is not simple, there are new material, process and design considerations… Read More
AI infrastructure requirements are booming. Larger AI models carry hefty training loads and inference latency requirements, driving an urgent need to scale AI acceleration clusters in data centers. Advanced GPUs and NPUs offer solutions for the computational load. However, insufficient bandwidth or latency between servers… Read More
In the early days an IC had a single clock and a single reset signal, making it a simple matter to reset the chip into a known, stable state, so there was little need for detailed analysis. For modern designs there can be dozens to hundreds of clocks, creating separate domains and some use of asynchronous resets, so the challenge of ensuring… Read More
Slava Libman, Ph.D. is the CEO of FTD solutions, the provider of facility management solutions that improve sustainability and enhance efficiency in industrial facilities. With more than 25 years of experience in water technology, Dr. Libman is a sought-after speaker and an active leader in the water and semiconductor industries.… Read More
A response to Daniel Nenni’s “What’s Wrong with Intel?” article, which invited alternative views.
At the risk of calling down the forecast universal opprobrium, I’m going to disagree with Dan’s take on the centrality of Intel.
I don’t agree that Intel is too big/important to fail or that the US can’t succeed in semiconductors without… Read More
Unlocking the cloud: A new era for post-tapeout flow for semiconductor manufacturing