A Principled AI Path to Spec-Driven VerificationI have seen a flood of verification announcements…Read More
448G: Ready or not, here it comes!The march toward higher-speed networking continues to be…Read More
Should the US Government Invest in Intel?“Most companies don’t die because they are wrong;…Read More
PDF Solutions and the Value of Fearless CreativityPDF Solutions has been around for over 30…Read More
The 3nm node is projected to feature around a 22 nm metal pitch [1,2]. This poses some new challenges for the use of EUV lithography. Some challenges are different for the 0.33NA vs. 0.55NA systems.
For 0.33 NA systems, 22 nm pitch can only be supported by illumination filling 4% of the pupil, well below the 20% lower limit for
For some reason the obsession with robotaxis persists throughout the world and throughout the transportation industry. The collective conventional wisdom appears to be that getting rid of the human drivers of taxis and letting these vehicles freely operate presumably around the clock will save money and the environment.… Read More
-KLA sings same cautionary song as LRCX (with Intel Chorus)
-Sees similar softening of WFE & second half
-Same Government “notice” on China/14NM – Same supply ills
-We remain concerned about share loss in patterning
KLAC reported… Read More
What we alone said would surely happen, but what was widely denied by the industry, was confirmed with June’s WSTS Blue Book report. Right on cue with our December 2021 forecast, the current semiconductor Super Cycle is finally drawing to a close and the 17th market downturn has now well and truly started.
The Macro Evidence
At the… Read More
Dan is joined by Dr. Yoan Dupret, the Managing Director and CTO of Menta – a leader in embedded FPGA IP cores for chips and smart sensors. Yoan explores the impact Menta’s embedded FPGAs are having on current designs. The reasons for Menta’s success and where the impact will be in the future are both discussed as well.… Read More
Pinpointing exactly when 450mm died is tricky. Intel’s pullback in 2014 has been cited as a pivotal moment because it was the main backer of the proposed transition, as it had been for the shift to 150mm (6-inch) wafers in the early 1980s.
However, the participation of global foundry leader TSMC was also seen as crucial if 450mm wafers… Read More
-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
Whether we realize it or not, everyday applications we use depend on data gathered by sensors. We can bet that pretty much every application uses at least a couple of different types of sensors, if not more. That is because different types of sensors are better suited to collect data depending on the application, the environment … Read More
SEMICON West 2022 was held from July 12th to 14th at the Moscone Center in San Francisco.
On Monday the 11th before the show, Imec held a technology forum at the Marriott Marquee right around the corner from the Moscone center. In recent years the Imec forums have shifted away from the process technology I cover to more of a system and… Read More
Dan is joined by Paul Hedges, CEO and co-founder of graphene and 2D materials specialists, Applied Nanolayers. Paul explains how wafer-scale integration of materials like graphene can be accomplished, unlocking new “more than Moore” applications such as biosensing and photonics. The applications Paul describes… Read More
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Intel’s Pearl Harbor Moment