TSMC’s CoWoS Capacity to Double by 2028—and Rivals Will Still Win OrdersTSMC reportedly plans to double its Chip-on-Wafer-on-Substrate capacity…Read More
The Invisible Bottleneck Is Costing You Time You Can't Get BackBy Joel Jorgensen, FlowAccel. The 2026 Siemens EDA…Read More
Arm targets the agentic AI era with new edge, cloud and robotics platformsArm is expanding its computing platform for an…Read More
Rethinking AI Chips: How VSORA Redesigned the Hardware That Runs AIInstead of tweaking existing designs, VSORA built an…Read More
I’ve been following Cadence Design Systems ever since it was formed in 1988 by the merger of SDA Systems and ECAD, Inc. At that time I was working at Silicon Compiler Systems, soon to be acquired by Mentor Graphics. ClioSoft is another company that I’ve known about for several years now, mostly for their design management… Read More
It has been interesting to watch Methodics transform from an EDA company with their VersIC design management product to Life Cycle Management with ProjectIC, and now a Systems Company with WarpStor. Methodics was founded in 2006 by 2 ex-Cadence experts in the Custom IC design tools space, Simon Butler and Fergus Slorach. Today… Read More
As we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.
KLA put up numbers well above estimates….Generating… Read More
Lam- in line qtr but guides above street over near term. As with ASML, foundry is driver with subdued memory, The Math implies biz peaking-Looking for DRAM in 2017.
Lam reported another great, record quarter, more or less in line with expectations with revenues coming in at $1.632B and shipments of $1.708B, generating EPS of $1.81.… Read More
ASML reported a quarter that was slightly below expectations coming in at Euro 1.815B in revenues and Euro 0.93 EPS. Orders were a bit soft at Euro 1.4B but well within the normal quarterly variation of a lumpy business. Euro 28M was lost in a currency adjustment associated with the Hermes acquisition.
The guidance for Q4 was between… Read More
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Knowledge is power, and I’ve seen the trend over time of people getting more and deeper access to knowledge as each year goes by. I remember, as a student in high school back the in 70’s, the first time I wanted to buy stock in a company. You could only get a quote by calling a broker or visiting the broker’s office. Today you can get real … Read More
This week Cadence Design, Lumerical Solutions and PhoeniX Software hosted a two-day photonic summit and workshop. The first day had nearly 100 registered participants and featured industry leaders from Global Foundries, UCSB, MIT, Hewlett Packard Enterprise, General Electric, Boeing, Rockley Photonics, and Juniper Networks… Read More
Standard cell and memory IP are key enablers for new process node availability. These two items must be in place early and be completely ready for a process node to scale to volume. Development of both leaves no room for error and they require the highest performance possible. Foundries are extremely focused on this and spend a lot… Read More
Software, mechanical and electrical engineers working for auto makers received a huge self-esteem injection this week as events unfolding at Apple suggested that the company had abandoned long-rumored plans for building a car. Considering the fact that Apple still hasn’t delivered a decent navigation app with traffic services,… Read More
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ASML and TSMC’s 12-Inch Photomask Initiative: Technical Significance