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- Trend remains positive for 2020 overall
- New tools & EUV suggest better growth in 2020
- Calendar 2019 ends on strong foundry note
KLAC reported revenues of $1.509B and EPS of $2.66 NonGAAP versus street of $1.48B and $2.58. Foundry (TSMC) was obviously the big driver of the quarter and into 2020 as well. Memory remains subdued… Read More
I attended a session on 2.5D silicon interposer analysis at DesignCon 2020. Like many presentations at this show, ecosystem collaboration was a focus. In this session, Jinsong Hu (principal application engineer at Cadence) and Yongsong He (senior staff engineer at Enflame Tech) presented approaches for interposer power modeling… Read More
Telsa Motors’ stock skyrockets and all observers are shocked and amazed. The shorts that took a multi-billion-dollar hit then double down with their concerns regarding the German gigafactory construction permits or coronavirus or the company’s ability to create demand or fulfill it.
All of these investors are ignoring something… Read More
Howie began his career at Digital Equipment Corporation working on real-time device drivers, but within a few years started working at the other end of the stack with one of the pioneering electronic mail systems. Since then, Howie has worked on developing systems involving electronic mail, workflow processing, configuration… Read More
Back in April, 2019, TSMC announced that they were introducing their 5 nm technology in risk production and now at IEDM 2019 they brought forth a detailed description of the process which has passed 1000 hour HTOL and will be in high volume production in 1H 2020. This 5nm technology is a full node scaling from 7nm using smart scaling… Read More
RISC-V is obviously making progress. Independent of licensee signups and new technical offerings, the simple fact that Arm is responding – in fundamental changes to their licensing model and in allowing custom user extensions to the instruction set – is proof enough that they see a real competitive threat from RISC-V.
Which all… Read More
This year is the 25th anniversary for DesignCon. The show has changed a lot over the years. Today, it’s a vibrant showcase of all aspects of advanced product design – from ICs to boards to systems. The show floor reflects the diverse ecosystem. If you missed it this year, definitely plan to go next year.
The DesignCon technical program… Read More
Now that the dust has settled and I’m out of cronovirus quarantine let’s talk about the Intel and AMD conference calls. Unfortunately, the Intel and AMD marketing teams are still outpacing engineering so it is difficult to write something serious but I will do my best.
Spoiler Alert: Both CEOs disappoint.
First an Intel 10nm update:… Read More
Learning is a never-ending process for design and verification engineers, so outside of reading SemiWiki you likely want to attend at least a few events per year to keep updated, learn something new, attend a workshop, or even present something that has made your IC project work much better than before. Sure, DAC is always a great… Read More
- LAM- “Logic And Memory” make for a recovery-NAND (Samsung) & Logic (TSMC) + China
- Great Q4 Results & Q1 guide as memory restarts
- Logic strength continues-China is crucial to growth
- 2019 better than expected- 2020 WFE up about 5-8%
Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More
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