AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory

AMAT- Trailing Edge & China Almost Offset Floundering Foundry & Missing Memory
by Robert Maire on 05-22-2023 at 8:00 am

Amat China

-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap

Quarter was OK and Guidance also OK

Revenue was $6.63B and EPS of $1.86 versus reduced… Read More


ITF World

ITF World
by Admin on 03-09-2023 at 5:08 am

Imec’s flagship event on semiconductor advances & deep-tech solutions

formerly known as Future Summits.

Semiconductors have become increasingly instrumental – and often even dominant – for the future of industries and application domains worldwide.

For many decades, imec has played a major role in the global semiconductor

Read More

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs

Samsung- full capex speed ahead, damn the downturn- Has Micron in its crosshairs
by Robert Maire on 02-02-2023 at 2:00 pm

Samsung Electronics

-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened

Samsung announces worst results in 8 years

Samsung released its earnings which were the… Read More


Who will Win in the Chiplet War?

Who will Win in the Chiplet War?
by Daniel Nenni on 01-16-2023 at 6:00 am

Chiplet APEC

The first Chiplet specific conference is coming up which is a milestone in itself. As we know the only thing new about chiplets is the name but when there is a dedicated conference to such a specific thing you know it has officially “arrived”. There is even a cool new tagline: Chiplets make huge chips happen!

“The First Annual Chiplet… Read More


The CHIPS and Science Act, Cybersecurity, and Semiconductor Manufacturing

The CHIPS and Science Act, Cybersecurity, and Semiconductor Manufacturing
by Simon Butler on 10-13-2022 at 10:00 am

CHIPS Act Logo

This year is proving to be a momentous one for U.S. semiconductor manufacturing. During a global chip shortage and record inflation, President Biden signed into effect the CHIPS and Science Act – which so far is the greatest boon to U.S. semiconductor manufacturing in history, with $52 billion in subsidies for chip manufacturers… Read More


Podcast EP109: The State of Semiconductors and the Supply Chain with PWC

Podcast EP109: The State of Semiconductors and the Supply Chain with PWC
by Daniel Nenni on 09-30-2022 at 10:00 am

Dan is joined by Scott Almassy, a Partner in PwC’s Trust Solutions business, as well as PwC’s Semiconductor and Infrastructure Lead. In his almost 20 years in the professional services industry, Scott has provided audit and advisory services to semiconductor companies across the industry ranging from the largest… Read More


Why China hates CHIPS

Why China hates CHIPS
by Craig Addison on 09-05-2022 at 6:00 am

Joe Bidden CHIPS Act 2022

The CHIPS and Science Act has its fair share of critics, with detractors calling it corporate welfare for “losers” like Intel, or lacking guardrails to prevent companies making legacy chips in China.

One of the most vocal opponents of the act has been China’s communist-ruled government.

CHIPS – an acronym for Creating Helpful … Read More


The Semiconductor Cycle Snowballs Down the Food Chain – Gravitational Cognizance

The Semiconductor Cycle Snowballs Down the Food Chain – Gravitational Cognizance
by Robert Maire on 09-02-2022 at 6:00 am

Wiley Coyote Semiconductor Crash 2022

-Where are we in the chip cycle? Why is it different this time?
-No one rings a bell to indicate the top or bottom of a cycle
-Could the lack of self-awareness lead to a worse downturn?
-Who will weather the cycle better & come out on top

Gravitational Cognizance
“A cartoon character will not fall until they realize they should

Read More

An EDA AI Master Class by Synopsys CEO Aart de Geus

An EDA AI Master Class by Synopsys CEO Aart de Geus
by Daniel Nenni on 08-19-2022 at 8:00 am

Aart de Geus White House

I consider Dr. Aart de Geus one of the founding fathers of EDA and one of the most interesting people in the semiconductor industry. So it is not a surprise that Aart was chosen to attend the CHIPs Act signing at the White House.

Here is his current corporate bio:

Since co-founding Synopsys in 1986, Dr. Aart de Geus has expanded Synopsys… Read More


Podcast EP100: A Look Back and a Look Ahead with Dan and Mike

Podcast EP100: A Look Back and a Look Ahead with Dan and Mike
by Daniel Nenni on 08-12-2022 at 10:00 am

Dan and Mike get together to reflect on the past and the future in this 100th Semiconductor Insiders podcast episode. The chip shortage, foundry landscape, Moore’s law, CHIPS Act and industry revenue trends are some of the topics discussed.

The views, thoughts, and opinions expressed in these podcasts belong solely to … Read More