-Chip cycle will come down. Only question is landing impact
-What does cyclical end do to re-shoring & build out plans?
-Is it less demand, excess supply or both? Does it matter?
-CHIP Act rescue efforts get desperate switching to threats
Any landing you can walk away from is a good one
For those of us who have been in the semiconductor… Read More
For 20 years the concept of emergency response has been one of the most tired, uninteresting sectors of the automotive industry. General Motors introduced OnStar automatic crash notification 26 years ago and that application has long been considered the end of the story.
The shutoff of 3G wireless networks and the resulting … Read More
In the season 6 premiere of Showtime’s “Billions,”, financier Michael Prince and his lieutenant are remotely monitoring Wags’ heart rate thanks to an Oura-like smart ring as he works out on a Peloton stationary bike. The remote observers conclude Wags is having a heart attack and dispatch emergency medical technicians to his… Read More
The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.
More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More
The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. We have been talking about this for some time on SemiWiki so this is nothing new. Unfortunately, the article mentioned wafer and delivery date estimates that are unconfirmed and from what I know, completely out of line. … Read More
Apple’s recent Spring Loaded Event brought us M1-based iMacs. After the MacBook Air and 13” MacBook Pro in the fall, iMacs are the third Mac to jettison Intel processors. With this transition Apple’s T2 chip enters End of Life status, so to speak. The T2 is a bit of an enigma and now it does not have much time left.
We know it performs… Read More
The annual Siemens Digital Industries Software user group event was held virtually on May 26th, which made it easy to attend from my home office, although selecting from the list of speakers was a challenge, because they offered 475 sessions, wow. My focus is EDA, so I listened to Joseph Sawicki, the Executive Vice President, IC … Read More
Semiconductor production can’t be turned on and off like a switch
Semiconductor fabs have to run 24/7 to make money. They have to be running full all the time to fully utilize the high running costs and in the case of new fabs, high capital costs.
Unlike a brake pad factory hat can hire and fire people at will and source readily … Read More
I used to be part of the custom silicon management team at Apple. I’ve seen how great a challenge it is to pull off a custom silicon strategy within a one year product cycle. Apple is the perfect example of this custom silicon model since they develop the best mobile processors in the world for their products. Which also includes other… Read More
The semiconductor foundry business has been front page news of late and for good reason, it’s an exciting time in the semiconductor industry and the foundries are where it all begins. Unfortunately, most of the “exciting” news has been overblown but this topic is of great interest, to me at least. Having been intimately involved… Read More
