Semiconductor Equipment Spending HealthyGlobal spending on semiconductor manufacturing equipment totaled $33.07…Read More
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AnaGlobe Technology, Inc. is a leader in layout integration solutions that have been adopted by world-wide technology leading companies including the foundries, fabless, design services, packaging, panel, and IP companies. I know several of Anaglobe’s customers and am happy to work with them, absolutely.
The following… Read More
We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?
It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.
However its not like business … Read More
“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.
However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance was for … Read More
It was 1988 when I got into SPICE (Simulation Program with Integrated Circuit Emphasis)while I was characterizing a 1.5 μm Standard cell library developed by students at my Alma-Mata Furtwangen University in Germany. My professor Dr. Nielinger was not only my advisor he also wrote the first SPICE bible in German language. At that… Read More
We have been watching the ZTE saga play out on the public stage as we think it is an extremely important leading example of how the administration will truly act. As we all know, actions speak louder than words, and in the case of ZTE our words said one thing and our actions said something else. We need to analyze what the actions really… Read More
This week Cadence introduced Legato™ Reliability Solution, intended to address increased challenges in designing high-reliability analog and mixed-signal ICs for automotive, industrial, aerospace and defense applications.… Read More
It might seem I am straying from my normal beat in talking about implementation; after all, I normally write on systems, applications and front-end design. But while I’m not an expert in implementation, I was curious to understand how the trending applications of today (automotive, AI, 5G, IoT, etc.) create new demands on implementation,… Read More
Asymmetric attacks, like those in cybersecurity, benefit the aggressor by maintaining the ‘combat initiative’. That is, they determine who is targeted, how, when, and where attacks occur. Defenders are largely relegated to preparing and responding to the attacker’s tempo and actions. This is a huge advantage.… Read More
Publishing a book on the history of ARM was an incredible experience. In business it is always important to remember how you got to where you are today to better prepare for where you are going tomorrow. The book “Mobile Unleashed” started at the beginning of ARM (Acorn Computer) where a company went from a crazy idea a couple of engineers… Read More
At TSMC 2018 Silcon Valley Technology Symposium, Dr Kevin Zhang, TSMC VP of Business Development covered technology updates for IoT platform. The three growth drivers in this segment namely TSMC low power, RF enhancement and embedded memory technology (MRAM/RRAM) reinforced both progress and growth in global semiconductor… Read More
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Yes Intel Should Go Private