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The Washington Auto Show, one of the largest auto shows in the U.S., has a problem and it is a problem shared by other auto shows in the U.S. and around the world. It is a problem that plagues the entire industry and it may spell trouble for connecting with car customers.
I visited the Washington Auto Show last week. The event closed on … Read More
It was the best of times (for stocks)
It was the worst of times (for memory chips)
The disconnect between stock & chip prices
The Venn Diagram of Stocks and Chips
Having been involved with semiconductor and tech stocks for a long time there has always been a loose correlation between the fortunes of the industry and the fortunes… Read More
At the SPIE Advanced Lithography Conference Imec presented several papers on EUV and Veeco presented about etching for EUV masks. I had the opportunity to see the presentations and speak with some of the authors. In this article I will summarize the key issues around EUV based on this research.
EUV is ramping up into high volume 7nm… Read More
It’s no coincidence that the TSMC Symposium is right after the Q1 earnings call. This will allow TSMC to talk more freely and they certainly will, my opinion. It is a very interesting time in the semiconductor industry and TSMC, being the bellwether, can tell us what will happen the rest of the year and give us some 2020 insights.… Read More
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No, I’m not going to talk about in-memory-compute architectures. There’s interesting work being done there but here I’m going to talk here about mainstream architectures for memory support in Machine Learning (ML) designs. These are still based on conventional memory components/IP such as cache, register files, SRAM and various… Read More
On the Sunday evening at IEDM last year, TechInsights held a reception in which Arabinda Das and Jeongdong Choe gave presentations that attracted a roomful of conference attendees.
This is the second part of the review of Jeongdong’s talk, we covered NAND flash technology in the last post. Jeongdong is a Senior Technical… Read More
If you’re in verification and you don’t know who Paul Cunningham is, this is a guy you need to have on your radar. Paul has risen through the Cadence ranks fast, first in synthesis and now running the verification group, responsible for about a third of Cadence revenue and a hefty percentage of verification tooling in the semiconductor… Read More
TSMC and Samsung continue to raise the competitive bar for FinFET foundry market share with dueling announcements this week. As I mentioned previously in the blog Semiconductor Foundry Landscape Update 2019, FinFETs are the market to watch with the coming onslaught of 5G and AI chips on the edge, in the cloud, and in our autonomous… Read More
We are all pretty familiar with augmented reality, where real world images are overlaid with computer generated images, graphics and even audio. Of course, our first exposure to augmented reality might have been images of heads up displays in fighter jets or perhaps in the movie The Terminator. Augmented reality is moving rapidly… Read More
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