-KLAC – great QTR & calendar year but supply chain impacted
-Management feels supply chain to improve after March Q
-Demand remains strong, driven by foundry/logic
-Process management is next best place in industry after litho
Great end to calendar year
KLA reported revenues of $2.53B with non GAAP EPS of $5.59 nicely… Read More
In the season 6 premiere of Showtime’s “Billions,”, financier Michael Prince and his lieutenant are remotely monitoring Wags’ heart rate thanks to an Oura-like smart ring as he works out on a Peloton stationary bike. The remote observers conclude Wags is having a heart attack and dispatch emergency medical technicians to his… Read More
-Supply chain issues finally catch up to Lam- Ongoing issue
-Problem from one main supplier to spread to more
-Causes low December Quarter and soft guide for March
-Quarters could be lumpy due to differed & revenue push outs
Lam Stews over supply Chain Issues
It sucks when you have all the demand in the world but can’t build… Read More
It seems that all we hear about over-the-air radio broadcasts in electric vehicles is that AM is going away due to interference and FM is irrelevant due to streaming apps. Tesla has very affirmatively upended this conventional wisdom with an over-the-air update that adds Xperi’s DTS AutoStage to most Tesla’s.
This… Read More
Dan is joined by good friend and fellow boater Rich Goldman. Rich has a storied career in EDA that began at TI with Morris Chang and Wally Rhines, continued through a long career at Synopsys and included a book collaboration with Neil Armstrong, Stephen Hawking and Brian May (the lead guitarist for Queen),
Dan and Rich cover a lot … Read More
In the first half of 2021, the number of attacks on IoT devices more than doubled to 1.5 billion attacks in just six months. These attacks target some typical weaknesses, such as the use of weak passwords, lack of regular patches and updates, insecure interfaces, and insufficient data protection. However, researchers from Bishop… Read More
Multi-chip modules are now more important than ever, even though the basic concept has been around for decades. With The effects of Moore’s Law and other factors such as yield, power, and process choices, reasons for dividing what once would have been a single SOC into multiple die and integrating them in a single module have become… Read More
Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.
He began with some general observations:
The world is experiencing a transformation powered by semiconductors that has been… Read More
Multi-die design is not a new concept. It has been around for a long time and has evolved from 2D level integration on to 2.5D and then to full 3D level implementations. Multiple driving forces have led to this progression. Whether the forces are driven by market needs, product needs, manufacturing technology availability or EDA… Read More
Automatic adaptive meshing in Ansys HFSS is a critical component of its finite element method (FEM) simulation process. Guided by Maxwell’s Equations, it efficiently refines a mesh to deliver a reliable solution, guaranteed. Engineers around the world count on this technology when designing cutting-edge electronic products.… Read More
Intel’s Pearl Harbor Moment