Last August I detailed a webinar about HCL Compass, a tool that provides low-code/no-code change management capability for enterprise scaling, process customization and control to accelerate project delivery and increase developer productivity. There is a lot of activity these days to migrate various enterprise applications… Read More





New Intel CEO Commits to Remaining an IDM
-Intel good results had a little extra help to be great
-New CEO commits to remaining an IDM versus fabless
-Claims of strong progress on 7NM fuel optimism inside
-Outsourcing to TSMC will not go away but will increase
A good quarter but with some silicon enhancements from ICAP
Intel reported Revenues of $20B and EPS of $1.52, which… Read More
Playing Pandemic Roulette in Cars
A study published in ScienceAdvances has shown computer simulations of the movement of virus-laden airborne droplets in cars. The objective of the study appears to be to assess the degree of driver-to-passenger and passenger-to-driver exposure given different open-or-closed window configurations in the context of modeled… Read More
ASML – Strong DUV Throwback While EUV Slows- Logic Dominates Memory
– ASML has good quarter driven by DUV & Logic (@72%)
– SMIC & other major customer slow EUV plans
– Logic (read that as TSMC) remains key demand led driver
– We are happy memory remains muted given cyclical potential
A very solid quarter with a continued road to growth
The quarter came in at Euro4,254B… Read More
Podcast EP4: Can China Really Become Self-Sufficient in Semiconductors?
Dan and Mike are joined by industry expert Robert Maire for a discussion on China based semiconductors. Robert is an internationally recognized expert on all aspects of semiconductor manufacturing. He joined SemiWiki in 2015 and his blogs have garnered more than 2 million views and many pointed discussions. Robert founded Semiconductor… Read More
CEO Interview: Lee-Lean Shu of GSI Technology
Lee-Lean Shu co-founded GSI Technology in March 1995 and has served as President and Chief Executive Officer and as a member of the Board of Directors since its inception. In October 2000, Mr. Shu became Chairman of the Board of GSI Technology. Mr. Shu was has held various management positions in SRAM and DRAM designs at Sony Microelectronics… Read More
The Question That Has Guided My Analog Mixed Signal Career
I remember it like it was yesterday. I was sitting at lunch with good friend Scott Santandrea, explaining my struggles to get traction with the sales channel for the Analog to Digital Converter product line I was managing. My business line had been spending a lot of resources developing high-performance 24-bit delta sigma and 20-bit
Apple’s Priority On Improved OLED Encapsulation For Foldable Smartphones Will Impact Applied Materials
Smartphone shipments have been dropping over the past few years, as shown in Chart 1, as a result of several factors, but primarily the slowdown in smartphone innovation while at the same time prices have kept increasing. Even with the much anticipated 5G in 2020, unimpressive speed gains coupled with a Covid-19 backdrop, smartphones… Read More
Samtec Lets You Learn from Home with a Great Webinar Lineup
Work from home (WFH) has become a normal occurrence this past year. “Do you work from home?” “Of course, where else?” Samtec is taking the whole work from home thing up a notch with a new webinar lineup for 2021. Back by popular demand, they are launching a new series of educational webinars. Started last year, the gEEk SpEEk Webinar… Read More
2020 Retrospective. Innovation in Verification
Paul Cunningham (GM, Verification at Cadence), Jim Hogan and I launched our series on Innovation in Verification at the beginning of last year. We wanted to explore basic innovations and new directions researchers are taking for hardware and system verification. Even we were surprised to find how rich a seam we had tapped. We plan… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet