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Micron- “The first cut isn’t the deepest”- Chops production & forecast further

Micron- “The first cut isn’t the deepest”- Chops production & forecast further
by Robert Maire on 11-23-2022 at 6:00 am

Micron SemiWiki 2022

-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?

“The first cut isn’t the deepest”
(Apologies to Rod Stewart)

When Micron first announced… Read More


A Hardware IDE for VS Code Fans

A Hardware IDE for VS Code Fans
by Daniel Nenni on 11-22-2022 at 10:00 am

VS Code Remote SSH Article Diagram

A few times a year, I check in with AMIQ EDA co-founder Cristian Amitroaie to see what’s new with their company and the integrated development environment (IDE) market for hardware design and verification. Usually he suggests a topic for us to discuss, but this time I specifically wanted to learn more about the version of their Design… Read More


Calibre: Early Design LVS and ERC Checking gets Interesting

Calibre: Early Design LVS and ERC Checking gets Interesting
by Peter Bennet on 11-22-2022 at 6:00 am

fig1

The last thing you want when taping out a design is to hit large numbers of violations in signoff checks that could have been flushed out and resolved in earlier flow iterations. For implementation flows (floorplanning, synthesis, place and route), it’s usual to do a lot of flow flushing work early in the design cycle and iteratively… Read More


Podcast EP124: A Look at the Design and Simulation Side of Keysight with Niels Faché

Podcast EP124: A Look at the Design and Simulation Side of Keysight with Niels Faché
by Daniel Nenni on 11-21-2022 at 10:00 am

Dan is joined by Niels Faché, vice president and general manager, Design and Simulation at Keysight Technologies. Niels is responsible for Keysight’s design and simulation portfolio.

Dan explores the high-speed, high-frequency design and simulation capabilities of Keysight Technologies with Niels. A history of the products,… Read More


AMAT – Backlog buffers downcycle- still fighting shortages – WFE down in 2023

AMAT – Backlog buffers downcycle- still fighting shortages – WFE down in 2023
by Robert Maire on 11-21-2022 at 6:00 am

Applied Materials

-AMAT put up good numbers despite slowing cycle
-Growing backlog will help them manage declining orders
-Parts shortages still haunt but improving for 2-4 more quarters
-2023 will be down- too early to tell how much- 2024 who knows

Good numbers but already adjusted for China

Applied put up revenue of $6.7B and EPS of $2.03 versus … Read More


Semiconductors Down in 2nd Half 2022

Semiconductors Down in 2nd Half 2022
by Bill Jewell on 11-20-2022 at 4:00 pm

Top Semiconductor Revenue 2H 2022

The semiconductor market declined 6.3% in 3Q 2022 from 2Q 2022, according to WSTS. Based on the outlook for 4Q 2022, the second half of 2022 will be down over 10% from the first half of 2022. The 2H 2022 decline will be the largest half-year decline since a 21% drop in the first half of 2009 versus the second half of 2008 during the great … Read More


Podcast EP123: The Breadth and Power of Ceva’s IP and Platforms

Podcast EP123: The Breadth and Power of Ceva’s IP and Platforms
by Daniel Nenni on 11-18-2022 at 10:00 am

Dan is joined by Nir Shapira, business development director in CEVA Mobile Broadband BU. Nir has been in the communication industry for more than 25 years. He has made significant contributions to standardizations, notably 802.11, and has dozens of patents in the field of communications.

Nir discusses the impact Ceva IP and … Read More


2023: Welcome to the Danger Zone

2023: Welcome to the Danger Zone
by Daniel Nenni on 11-18-2022 at 6:00 am

Silicon Catalyst Danger Zone Ad

I just got this notice from my good friend and fellow sailor Rich Curtin. The Silicon Catalyst events are the best open networking events in Silicon Valley, absolutely. And this one includes another good friend Wally Rhines, the most interesting man in semiconductors, so you don’t want to miss this. The live event will definitely… Read More


Ask Not How FPGA Prototyping Differs From Emulation – Ask How FPGA Prototyping and Emulation Can Benefit You

Ask Not How FPGA Prototyping Differs From Emulation – Ask How FPGA Prototyping and Emulation Can Benefit You
by Daniel Nenni on 11-17-2022 at 10:00 am

Figure 1 Proto vs. Emu Dan 161122

The differences between commercial FPGA Prototyping (“Prototyping”) and Emulation have been well documented by the purveyors of commercial Prototyping and Emulation solutions, and the technical media.  What has received less coverage is how Prototyping benefits differ from Emulation benefits.  Both are intended to reduce… Read More


It’s Always About the Yield

It’s Always About the Yield
by Kalar Rajendiran on 11-17-2022 at 6:00 am

yieldHUB Box Plot

Whether it is the stock market or the semiconductor market, the name of the game is yield. In semiconductors, yield has to do with minimizing scrap costs in all phases of manufacturing. This means squeezing as many good dies from a wafer as well as maximizing the number of good assembled/packaged chips that pass system level testing.… Read More