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 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?
When Micron first announced… Read More
-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
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
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 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
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
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 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
-$80B + in WFE with strong back half in 2021
-Trailing edge strength adds to overall great demand
-Supply side headwinds require effort- Malaysia now open
-It just comes down to execution which Lam has done well
Nice beat and sandbagged guide
As Lam has done consistently for many quarters now, they beat numbers with Revenues of $4.15B… Read More
