“For Want of a Chip, the Auto Industry was Lost”

“For Want of a Chip, the Auto Industry was Lost”
by Robert Maire on 02-11-2021 at 10:00 am

Auto Assembly Line

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


Folding at Home. The Ultimate in Parallel Acceleration

Folding at Home. The Ultimate in Parallel Acceleration
by Bernard Murphy on 11-26-2020 at 6:00 am

COVID spike protein min

You may have heard of Folding at Home. It’s a very creative way that a bioengineering team, based at Washington University in St Louis, are modeling the process of protein folding. Greg Bowman, an associate professor of biochemistry and biophysics at the university directs the project and presented at Arm DevSummit this year. … Read More


Post Election Fallout-Let the Chips Fall / Rise Where They May

Post Election Fallout-Let the Chips Fall / Rise Where They May
by Robert Maire on 11-09-2020 at 10:00 am

US China Trade War
  • Changing US administration likely positive for chips & tech
  • Stepping back from the brink of a potential ugly trade war
  • Likely increased Covid/tech spend- War with Big Tech is over
  • Tech & Chips had a lot riding on the elections outcome

As compared to previous presidential elections, this one likely has much more impact on… Read More


EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020
by Daniel Nenni on 10-05-2020 at 10:00 am

EDA Appears to Have COVID Immunity – ESD Alliance Reports Strong Q2 2020

The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More


ASML More Covid Concerns and Impact

ASML More Covid Concerns and Impact
by Robert Maire on 07-19-2020 at 6:00 am

ASML Covid
  • Covid related Revenue Rec causes rev/EPS miss
  • Sharp order drop reflects H2 industry uncertainty
  • EUV remains solid- Memory/Logic mix is better

Results were in line after correcting Covid Caused Revenue Rec issue-
ASML reported revenues of Euro3.3B and EPS of Euro1.79 as revenues from two EUV systems was not recognized, due to … Read More


Arm Rings the Bell in Supercomputing

Arm Rings the Bell in Supercomputing
by Bernard Murphy on 07-08-2020 at 6:00 am

Fugaku

Late last year I wrote about Arm’s efforts to play a role in servers, in AWS, and particularly Arm-based supercomputing, in the Sandia Astra roadmap and in partnering with NVIDIA who are in the Oak Ridge Summit supercomputer. These steps came, at least for me, with an implicit “Good for them, playing a role on the edges of these challenging… Read More


Our US chip foundry comments confirmed by WSJ

Our US chip foundry comments confirmed by WSJ
by Robert Maire on 05-11-2020 at 10:00 am

Trump Intel TSMC China TAiwan

-Could GloFo come back?
-TSMC or Intel or both or neither?
-Samsung would be a long shot?
-Perhaps Apple could convince TSMC?

The Wall Street Journal put out an article that detailed what we had indicated in our newsletter 10 days ago, that the US government is looking at getting a US based foundry to protect our interests given our … Read More


KLA – Keep Looking Ahead because we don’t know the future of China & Covid

KLA – Keep Looking Ahead because we don’t know the future of China & Covid
by Robert Maire on 05-11-2020 at 6:00 am

KLAC Covid SemiWiki

-Great quarter & execution with minimal Covid impact
-Wide guide is better than no guide as future is very fuzzy
-Feels like slightly down H2 W/ unknown embargo impact

KLA is virtually unscathed by Covid for now at least
KLA put up a very solid quarter with revenues of $1.424B and Non GAAP EPS of $2.47 versus street of $1.39B and … Read More


Covid Created Collateral China Crisis

Covid Created Collateral China Crisis
by Robert Maire on 05-03-2020 at 6:00 am

China US Trade Agreement 2020

Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-

A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More