-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
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 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
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
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
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
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
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
Every so often a custom silicon socket comes up at a system company that you simply cannot afford to lose if you’re a silicon supplier. These are the types of custom silicon sockets that last for generations of a product, in huge and predictable volumes, and for whatever reason they may become available. It’s not easy to predict… Read More
Quantum Computing Technologies and Challenges