Flash Memory Summit Conference

Flash Memory Summit Conference
by Admin on 08-02-2022 at 12:00 am

Why Attend Flash Memory Summit?

FMS is the best networking opportunity in the storage industry!

The 2022 conference is expanding beyond flash memory to address all forms of high performance memory. Summit organizers welcome your submissions on a range of memory technologies including NAND Flash, DRAM, MRAM, ReRAM, and DNA storage.… Read More


Micron kicks off the down cycle – Chops 2023 capex – Holding inventory off street

Micron kicks off the down cycle – Chops 2023 capex – Holding inventory off street
by Robert Maire on 07-02-2022 at 10:00 am

Stock Crash 2022

-Micron reports weak outlook for fiscal Q4
-2023 capex to be down versus 2022 capex of $12B & Q3’s $2B
-Company keeping inventory off street to support pricing
-Memory is usually the first shoe to drop in a down cycle

Sharp drop in demand at end of Q3…..

Micron reported a sharp drop in demand at the end of its fiscal Q3,… Read More


CEO Interview: Dr. Robert Giterman of RAAAM Memory Technologies

CEO Interview: Dr. Robert Giterman of RAAAM Memory Technologies
by Daniel Nenni on 04-29-2022 at 6:00 am

RAAM Memory Group Photo SemiWiki

Dr. Robert Giterman is Co-Founder and CEO of RAAAM Memory Technologies Ltd, and has over nine-years of experience with the research and development of GCRAM technology, which is being commercialized by RAAAM. Dr. Giterman obtained his PhD from the Emerging Nanoscaled Circuits and Systems Labs Research Center in Bar-Ilan… Read More


Semiconductor CapEx Warning

Semiconductor CapEx Warning
by Bill Jewell on 04-27-2022 at 4:00 pm

CAPEX Growth 2022

Semiconductor makers are planning strong capital expenditure (CapEx) growth in 2022. According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is forecasting total semiconductor industry… Read More


Samsung Keynote at IEDM

Samsung Keynote at IEDM
by Scotten Jones on 01-27-2022 at 6:00 am

Samsung Keynote Figure 1

Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.

He began with some general observations:

The world is experiencing a transformation powered by semiconductors that has been… Read More


KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat

KLAC- Foundry/Logic Drives Outperformance- No Supply Chain Woes- Nice Beat
by Robert Maire on 11-04-2021 at 8:00 am

KLAC Tencor SemiWiki

KLA- great quarter driven by continued strong foundry/logic
No supply chain hiccups- Riding high in the cycle
Wafer inspection remains driver with rest along for the ride
Financials remain best in industry

A superb quarter
There was little to complain about in the quarter. Revenues of $2.1B and EPS of $4.64, both nicely beating… Read More


The Journey of DRAM Continues

The Journey of DRAM Continues
by Arabinda Das on 09-26-2021 at 10:00 am

HBM

The field of DRAM is fascinating as it continues to grow and innovate. For the past ten years, I have often read that DRAM is running out of steam because of its difficulty to scale the capacitor, and yet it continues to evolve since invented by Dr. R. Dennard at IBM. In 1966, he introduced the concept of a transistor memory cell consisting… Read More


Lam Research performing like a Lion – Chip equip on steroids

Lam Research performing like a Lion – Chip equip on steroids
by Robert Maire on 04-29-2021 at 10:00 am

NASDAQ LRCX LAM

– Business is about as good as it gets- $75B WFE in 2021?
– China remains strong at 32% despite SMIC lack of license
– NAND remains 48% of revs versus 31% foundry
– DRAM steady @ 14% – Service was record $1.3B

Strong results in a strong market

Lam reported revenues of $3.85B and EPS of $7.49 for the March… Read More


SPIE 2021 – Applied Materials – DRAM Scaling

SPIE 2021 – Applied Materials – DRAM Scaling
by Scotten Jones on 04-08-2021 at 10:00 am

Slide1

At the SPIE Advanced Lithography Conference in February 2021, Regina Freed of Applied Materials gave a paper: “Module-Level Material Engineering for Continued DRAM Scaling”. Applied Materials provided me with the presentation and was kind enough to set up an interview for me with Regina Freed.

I also spoke to Regina Freed last… Read More


Micron- Optane runs out of Octane- Bye Bye Lehi- US chip effort takes a hit

Micron- Optane runs out of Octane- Bye Bye Lehi- US chip effort takes a hit
by Robert Maire on 03-21-2021 at 6:00 am

Intel Optane Micron SemiWiki

– Micron shuts down once promising XPoint
– Lehi Utah fab to be sold off- Had been a $400M drain
– Unique memory couldn’t follow flash down cost/yield curve
– Savings helps Micron but its now just another memory maker

XPoint “Coulda been a contender”

XPoint should have amounted to more… Read More