Throughout the debate on fab incentives and the Chips Act I keep seeing comments like; TSMC makes >90% of all advanced silicon, or sometimes Taiwan make >90% of all advanced silicon. This kind of ill-defined and grossly inaccurate statement drives me crazy. I just saw someone make that same claim in the SemiWiki forums and… Read More
Tag: dram
KLAC- OK Quarter & flat guide- Hopefully 2025 recovery- Big China % & Backlog
– KLAC reported an OK QTR & flat guide-waiting for 2025 recovery?
– China exposure remains both risk & savior & big in backlog
– Wafer inspect strong- Patterning on long slide- PCB biz for sale
– Some bright spots but memory still weak- Foundry/Logic OK
Bumping along the bottom of the cycle
… Read MoreLRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho
– Lam reported as expected and guided flat- No recovery yet
– Some mix shifts but China still 40% (8X US at 5%)-NVM still low
– HBM is promising but Lam needs a broad memory recovery
– Lam has not seen order surge ASML saw- Likely lagging by 3-4 QTRs
An in line quarter and uninspiring flat guide for Q1
As compared… Read More
Flash Memory Summit 2024
Why Attend Flash Memory Summit?
Flash Memory Summit (FMS) is an all-inclusive international memory and storage showcase. It is the event for the memory and storage industry. It is the one-stop place to catch up on the latest technologies, see the hottest products, and learn about what’s happening and where the latest trends… Read More
Micron Chip & Memory Down Cycle – It Ain’t Over Til it’s Over Maybe Longer and Deeper
- The memory down cycle is longer/deeper than many thought
- The recovery will be slower than past cycles- a “U” rather than “V”
- AI & new apps don’t make up for macro weakness
- Negative for overall semis & equip- Could China extend downcycle?
Micron report suggests a longer deeper down cycle
… Read MorePower Delivery Network Analysis in DRAM Design
My IC design career started out with DRAM design back in 1978, so I’ve kept an eye on the developments in this area of memory design to note the design challenges, process updates and innovations along the way. Synopsys hosted a memory technology symposium in November 2022, and I had a chance to watch a presentation from SK hynix… Read More
Micron- “The first cut isn’t the deepest”- Chops production & forecast further
-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?
“The first cut isn’t the deepest”
(Apologies to Rod Stewart)
When Micron first announced… Read More
Micron kicks off the down cycle – Chops 2023 capex – Holding inventory off street
-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
Flash Memory Summit Conference
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
CEO Interview: Dr. Robert Giterman of RAAAM Memory Technologies
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