As 2018 wraps up this month it’s time to start thinking and planning for 2019, and if you work in the Silicon Valley then you’ll want to consider adding the 31st annual DVCon event planned for February 25-28 in San Jose. Surveys have shown for some time now that verification tasks actually take up more time on a SoC project… Read More





56G and 112G SerDes Where the rubber meets the road
No matter how high the processing capability of a chip, its overall performance is limited by IO speed. This is very similar to a car with low performance tires, a powerful engine will not be able to transfer its energy to the ground effectively. There is quite literally a race going on between core processing and IO speeds for transferring… Read More
IEDM 2018 – ASML EUV Update
At IEDM last week Anthony (Tony) Yen, Vice President and Head, Technology Development Centers Worldwide for ASML presented a paper entitled “EUV Lithography at Threshold of High-Volume Manufacturing” authored by Anthony Yen, Hans Meiling, and Jos Benschop. At IEDM I had a chance to sit down with Tony and discuss the paper and … Read More
Changes Coming at the Top in Semiconductor Equipment Ranking
Semiconductor equipment vendor ranking, which didn’t change much between 2016 and 2017, is undergoing a makeover, as Lam Research, ASML, and Tokyo Electron (TEL) are switching places and top-ranked Applied Materials is getting closer to losing its number one ranking.
Since the 1990s, Applied Materials has been the market leader… Read More
IEDM 2018 Trip Report!
Hello, my name is Daniel Nenni and I am a semiconductor conference addict. I just can’t seem to get enough. The semiconductor ecosystem is very wide now and moves so quickly it is nearly impossible to keep up without constant conference attendance. As a SemiWiki contributor not only do I get free conference passes, I get access to … Read More
GM: Stop the Downsizing!
General Motors CEO Mary Barra is known for a number of quotes one of which is: “My father was a die maker for 39 years, so I had a basic understanding of the automobile industry and what the manufacturing world was like, just from the opportunity to spend time with him, just talking, because he was a car buff.” One has to wonder what Mary’s… Read More
Volvo: Car-less is Better Than Clueless
Sweden has embraced the movement toward a cashless society with banks no longer taking cash deposits and retailers, like Ikea, experimenting with cashlessness. Perhaps taking a cue from the Swedish financial sector, Volvo Cars last week revealed its plans for a car-less stand at this week’s L.A. Auto Show – and the co-located … Read More
Could China Conflict Curtail Chip Comeback? Part 2
In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More
ARM Answers Server Doubts
At ARM TechCon this year, the company announced the Neoverse brand targeted to infrastructure, contrasting with the Cortex brand we are familiar with for edge devices such as smartphones and IoT devices. Cortex was already used in infrastructure, in networking, base stations and the like but Neoverse splits the infrastructure… Read More
Samsung IEDM 2018 Keynote and the Foundry Business
IEDM is a premier semiconductor conference so it was certainly appropriate for Samsung to do the keynote since they are the largest and one of the most innovative semiconductor companies in the world, absolutely.
Samsung is also one of the more interesting semiconductor companies since they do it all: chip design, semiconductor… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet