Over the years storage has gotten very cheap, or has it? As a typical consumer, we take data storage for granted because access to it has gotten very cheap. Long gone are the days of being limited to 1.44MB floppy disks to store data. The smart devices we carry around with us can store 100’s of GB of data. That is a lot of data. But what about… Read More




ASIL B Certification on an Industry-Class Root of Trust IP
I have always been curious about how Austemper-based safety methodologies (from Siemens EDA) compares with conventional safety flows. Siemens EDA together with Rambus recently released a white paper on getting a root of trust IP to ASIL B certification. This provides a revealing insight beyond the basics of fault simulation… Read More
3DIC Physical Verification, Siemens EDA and TSMC
At SemiWiki we’ve written four times now about how TSMC is standardizing on a 3DIC physical flow with their approach called 3Dblox, so I watched a presentation from John Ferguson of Siemens EDA to see how their tool flow supports this with the Calibre tools. With a chiplet-based packaging flow there are new physical verification… Read More
Advances in Physical Verification and Thermal Modeling of 3DICs
If, like me, you’ve been paying too little attention to historically less glamorous areas of chip design like packaging, you’ll wake up one day and realize just how much things have changed and continue to advance and how interesting it’s become.
One of the main drivers here is the increasing use of chiplets to counter the decreasing… Read More
Privacy? What Privacy?
It seems as if every day brings news of yet another company that is using artificial intelligence to leverage smartphone data for “non-invasive” analytics of human movement. Our smartphones and smartwatches and fitbits can detect whatever activity we are doing, how well or poorly we are doing it, how it is affecting our mood, … Read More
KLAC- Weak Guide-2023 will “drift down”-Not just memory weak, China & logic too
-Business will “drift down” over the course of 2023
-Not just memory is weak- China issue, foundry/logic slowing
-March guide worse than expected (Like Lam)
-Backlog likely saw push outs & cancelations but still long
Good quarter but weak guide
Much as we saw with Lam, KLA reported a beat on the December quarter… Read More
Podcast EP142: The Drive Toward a More Sustainable Semiconductor Industry with EMD Electronic’s Anand Nambiar
Dan is joined by Anand Nambiar, Executive Vice President and Global Head of Semiconductor Materials at EMD Electronics, the North American Electronics business of Merck KGaA, Darmstadt, Germany. Anand has over 23 years’ experience in the semiconductor industry. His previous roles include Associate Director – Quality… Read More
Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot
-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage
Hynix posts record $1.4B loss- worst in 10 years
Not all that surprisingly Hynix reported… Read More
Alphawave Semi at the Chiplet Summit
The first annual Chiplet Summit was held last week in San Jose and I must say it exceeded my expectations, but I have some advice for the participating speakers and sponsoring companies. A good portion of the content was on WHY chiplets and not HOW. I think we have progressed passed this point and if we keep dwelling on it we will delay… Read More
Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs
-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened
Samsung announces worst results in 8 years
Samsung released its earnings which were the… Read More
Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside