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Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
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Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More
One of the side benefits of working with SemiWiki is that you get to meet a broad range of people and in the semiconductor industry that means a broad range of very smart people, absolutely. Recently I had the pleasure to meet Richard McPartland of Moortec. Richard and I started in the semiconductor industry at the same time but from… Read More
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Some amazing hardware is being designed to accelerate AI/ML, most of which features large numbers of MAC units. Given that MAC units are like the lego blocks of digital math, they are also useful for a number of other applications. System designers are waking up to the idea of repurposing AI accelerators for DSP functions such as … Read More
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Covid issues create “lumpy” quarters due to delays
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ASML reported revenues… Read More
For a long time, memories were the primary technology driver for process development. If you built memories, you got access to cutting-edge process information. If you built other products, this could give you a competitive edge. In many cases, FPGAs are replacing memories as the driver for advanced processes. The technology… Read More
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In the technology industry, we’re all used to the hype about the latest and greatest. Semiconductor IP participates in the over-drive news cycle from time to time as well. So, when I see a company that has real, solid credentials but has resisted the temptation to over-hype, it gets my attention. I had an experience like this recently… Read More
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