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AMAT – Flattish QTR Flattish Guide – Improving 2024 – Memory and Logic up, ICAPs Down

AMAT – Flattish QTR Flattish Guide – Improving 2024 – Memory and Logic up, ICAPs Down
by Robert Maire on 02-19-2024 at 10:00 am

HBM SIP

– AMAT slightly better than expected, flat & guides flat but > expected
– Expects better 2024- Systems flat, service up, display down
– China risk remains high at 45%- $200M Sculpta expected in 2024
– HBM 5% of industry but not a lot of tool sales- but high growth

Still bumping along with flattish Read More


ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in

Intel should be the Free World’s Plan A Not Plan B, and we need the US Government to step in
by admin on 02-19-2024 at 6:00 am

TSMC Intel

There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More


Podcast EP208: A Conversation with This Year’s Kaufman Award Recipient, Dr. Lawrence Pileggi

Podcast EP208: A Conversation with This Year’s Kaufman Award Recipient, Dr. Lawrence Pileggi
by Daniel Nenni on 02-16-2024 at 10:00 am

Dan is joined by Dr. Lawrence Pileggi, Professor in the Department of Electrical & Computer Engineering at Carnegie Mellon University. Larry is the 2023 Phil Kaufman Award recipient for distinguished contributions to Electronic System Design. His pioneering contributions include circuit simulation and optimization… Read More


Strong End to 2023 Drives Healthy 2024

Strong End to 2023 Drives Healthy 2024
by Bill Jewell on 02-16-2024 at 6:00 am

Semiconductor Market Change 2024

The global semiconductor market grew 8.4% in 4Q 2023 from 3Q 2023, according to WSTS. The 8.4% gain was the highest quarter-to-quarter growth since 9.1% in 2Q 2021. This was also the highest 3Q to 4Q increase in 20 years, since an 11% rise in 4Q 2003. 4Q 2023 was up 11.6% from a year ago, following five quarters of negative year-to-year… Read More


2024 Outlook with Laura Long of Axiomise

2024 Outlook with Laura Long of Axiomise
by Daniel Nenni on 02-15-2024 at 10:00 am

Laura Long

Axiomise pioneered the adoption of formal verification in the semiconductor industry since 2017.  Led by visionary CEO, Dr. Ashish Darbari, who has 63 patents in formal verification, and Neil Dunlop an industry veteran with 40 years of experience, Axiomise has helped twenty customers over the last six years by providing them… Read More


Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi-Die Systems

Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi-Die Systems
by Mike Gianfagna on 02-15-2024 at 6:00 am

Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi Die Systems

Multi-die system design is clearly gaining momentum. Part of this momentum focuses on chiplets and a chiplet ecosystem. A “building block” approach for design will work better if there is a way to get verified, quality building blocks in the form of chiplets. The recent Chiplet Summit became an epicenter for this topic. The conference… Read More


2024 Outlook with Coby Hanoch of Weebit Nano

2024 Outlook with Coby Hanoch of Weebit Nano
by Daniel Nenni on 02-14-2024 at 10:00 am

Weebit Nano Coby Hanoch CEO

Weebit Nano is an Israeli semiconductor company that specializes in the development and commercialization of silicon oxide-based ReRAM (Resistive Random Access Memory) technology. ReRAM is a type of non-volatile memory that holds great promise for future computing and storage applications due to its potential for high density,… Read More


Moderating Our Open Chiplet Enthusiasm. A NoC Perspective

Moderating Our Open Chiplet Enthusiasm. A NoC Perspective
by Bernard Murphy on 02-14-2024 at 6:00 am

Moderating Open Chiplet Enthusiasm

I recently talked with Frank Schirrmeister (Solutions & Business Development, Arteris) on the state of progress to the open chiplet ideal. You know – where a multi-die system in package can be assembled with UCIe (or other) connections seamlessly connecting data flows between dies. If artificial general intelligence and… Read More


2024 Outlook with Stephen Fairbanks of Certus Semiconductor

2024 Outlook with Stephen Fairbanks of Certus Semiconductor
by Daniel Nenni on 02-13-2024 at 10:00 am

Certus Official Hires subtext

Certus Semiconductor is a unique company. Their customer centric business model ensures customer success at many levels. Certus is staffed by a team of IO and ESD experts that go above and beyond what you can get from free libraries, protecting your designs and your customers products from the risks of electrostatic discharge.… Read More