A Post-AI-ROI-Panic Overview of the Data Center Processing Market

A Post-AI-ROI-Panic Overview of the Data Center Processing Market
by Claus Aasholm on 08-11-2024 at 8:00 am

Datacenter Supply Chain 2024

With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.

We begin the analysis with the … Read More


3D IC Design Ecosystem Panel at #61DAC

3D IC Design Ecosystem Panel at #61DAC
by Daniel Payne on 08-05-2024 at 10:00 am

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At #61DAC our very own Daniel Nenni from SemiWiki moderated an informative panel discussion on the topic of 3D IC Design Ecosystem. Panelists included: Deepak Kulkarni – AMD, Lalitha Immaneni – Intel Foundry, Trupti Deshpande – Qualcomm, Rob Aitken – CHIPS, Puneet Gupta – UCLA, Dragomir Milojevic – imec. Each panelist had a brief… Read More


TSMC’s Business Update and Launch of a New Strategy

TSMC’s Business Update and Launch of a New Strategy
by Claus Aasholm on 07-30-2024 at 10:00 am

TSMC Fab Utilization 2024

What looks like a modest market expansion strategy is all but modest.

Insights into the Semiconductor Industry and the Semiconductor Supply Chain.

As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More


Will Semiconductor earnings live up to the Investor hype?

Will Semiconductor earnings live up to the Investor hype?
by Claus Aasholm on 07-10-2024 at 10:00 am

NVIDIA Fastest Growing Semiconductor company

The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.

The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More


Synopsys-AMD Webinar: Advancing 3DIC Design Through Next-Generation Solutions

Synopsys-AMD Webinar: Advancing 3DIC Design Through Next-Generation Solutions
by Kalar Rajendiran on 06-13-2024 at 10:00 am

The Synopsys Multi Die Solution

Introduction of 2.5D and 3D multi-die based products are helping extend the boundaries of Moore’s Law, overcoming limitations in speed and capacity for high-end computational tasks. In spite of its critical function within the 3DIC paradigm, the interposer die’s role and related challenges are often neither fully comprehended… Read More


Ncredible Nvidia

Ncredible Nvidia
by Claus Aasholm on 05-24-2024 at 8:00 am

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This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More


Nvidia Sells while Intel Tells

Nvidia Sells while Intel Tells
by Claus Aasholm on 05-01-2024 at 8:00 am

AMD Transformation 2024

AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More


Synopsys & AMD Webinar – Final Frontier: The Next Generation of 3DIC Interposer/InFO Design

Synopsys & AMD Webinar – Final Frontier: The Next Generation of 3DIC Interposer/InFO Design
by Admin on 04-23-2024 at 1:34 pm

In recent years, the semiconductor industry has experienced a breakthrough in the onset of 2.5D and 3D chiplet-based products. These products promise to extend the limits of Moore’s Law while demolishing limitations on speed and capacity for our highest tiers of compute. But for all the adulation we heap upon the 3DIC paradigm,

Read More

Semiconductors Headed Toward Strong 2024

Semiconductors Headed Toward Strong 2024
by Bill Jewell on 11-20-2023 at 6:00 am

Semiconductor Market Change 4Q23

The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More


Nvidia Number One in 2023

Nvidia Number One in 2023
by Bill Jewell on 09-21-2023 at 8:00 pm

Nvidia number one in 2023

Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More