ASML Update SEMICON West 2023

ASML Update SEMICON West 2023
by Scotten Jones on 07-27-2023 at 10:00 am

12494 34 Bart Smeets Supporting future DRAM overlay and EPE roadmaps with the NXT2100i Page 21

At SEMICON West I had a chance to catch up with Mike Lercel of ASML. In this article I am going to combine ASML presentation material from the SPIE Advanced Lithography Conference, Mike’s SEMICON presentation, my discussions with Mike at SEMICON and a few items from ASML’s recent earnings call.

DUV

ASML continues to improve DUV systems.… Read More


Intel Internal Foundry Model Webinar

Intel Internal Foundry Model Webinar
by Scotten Jones on 06-21-2023 at 12:00 pm

IAO Investor Webinar Slides to post on our INTC website PDF Page 07

Intel held a webinar today to discuss their IDM2.0 internal foundry model. On the call were Dave Zinsner Executive Vice President and Chief Financial Officer and Jason Grebe Corporate Vice President and General Manager of the Corporate Planning Group.

On a humorous note, the person moderating the attendee questions sounded … Read More


Applied Materials Announces “EPIC” Development Center

Applied Materials Announces “EPIC” Development Center
by Scotten Jones on 06-07-2023 at 8:00 am

Applied Materials EPIC briefing under embargo Page 10

On May 22nd Applied Materials announced a new development center, Equipment and Process Innovation and Commercialization Center (EPIC).

Applied Materials already operates the Maydan Technology Center (MTC), a billion-dollar development facility with over 120 advanced process tools and 80 metrology and inspection tools… Read More


Alchip is Golden, Keeps Breaking Records on Multiple KPIs

Alchip is Golden, Keeps Breaking Records on Multiple KPIs
by Kalar Rajendiran on 05-10-2023 at 10:00 am

Alchip Revenue Breakdown along Nodes and Applications

I don’t know the story behind the name Alchip. I’ve been asking this question ever since its founding in 2003 and still haven’t found the answer. Wikipedia sometimes provides insights and stories behind names of companies, products and services but I couldn’t find any regarding the name Alchip. One thing is for sure. After its consistent… Read More


TSMC has spent a lot more money on 300mm than you think

TSMC has spent a lot more money on 300mm than you think
by Scotten Jones on 04-06-2023 at 10:00 am

Slide1

Up until November of 2022, IC Knowledge LLC was an independent company and had become the world leader in cost and price modeling of semiconductors. In November 2022 TechInsights acquired IC Knowledge LLC and IC Knowledge LLC is now a TechInsights company.

For many years, IC Knowledge has published a database tracking all the 300mm… Read More


IEDM 2022 – TSMC 3nm

IEDM 2022 – TSMC 3nm
by Scotten Jones on 01-02-2023 at 6:00 am

TSMC CPP

TSMC presented two papers on 3nm at the 2022 IEDM; “Critical Process features Enabling Aggressive Contacted Gate Pitch Scaling for 3nm CMOS Technology and Beyond” and “A 3nm CMOS FinFlexTM Platform Technology with Enhanced Power Efficiency and Performance for Mobile SOC and High Performance Computing Applications”.

When … Read More


Does SMIC have 7nm and if so, what does it mean

Does SMIC have 7nm and if so, what does it mean
by Scotten Jones on 09-07-2022 at 10:00 am

SMIC 7nm

Recently TechInsights analyzed a Bitcoin Miner chip fabbed at SMIC and declared SMIC has a 7nm process. There has been some debate as to whether the SMIC process is really 7nm and what it means if it is 7nm. I wanted to discuss the case for and against the process being 7nm, and what I think it means.

First off, I want to say I am not going … Read More


SEMICON West 2022 and the Imec Roadmap

SEMICON West 2022 and the Imec Roadmap
by Scotten Jones on 08-03-2022 at 10:00 am

ITFUSA2022 LucVandenhove Page 093

SEMICON West 2022 was held from July 12th to 14th at the Moscone Center in San Francisco.

On Monday the 11th before the show, Imec held a technology forum at the Marriott Marquee right around the corner from the Moscone center. In recent years the Imec forums have shifted away from the process technology I cover to more of a system and… Read More


IEDM 2022 is shaping up

IEDM 2022 is shaping up
by Scotten Jones on 07-17-2022 at 10:00 am

68th iedm color

IEDM is one of the premiere conferences for the latest information on leading edge semiconductor technology. The 68th annual International Electron Devices Meeting will be held December 3rd through 7th at the San Francisco Hilton.

The paper submission deadline is July 14, 2022, and the late-news deadline is August 22, 2022. … Read More


Alchip Technologies Offers 3nm ASIC Design Services

Alchip Technologies Offers 3nm ASIC Design Services
by Kalar Rajendiran on 07-14-2022 at 10:00 am

Alchip Design Technology Roadmap

Throughout its history, the ASIC industry has had its ups and downs. With feast and famine cycles, the ASIC business model is not for the faint of heart. Some companies tread boldly while others dread the cycles and stay away from this business model. Those who are consistently successful have to overcome many challenges thrown … Read More