Architecture for Machine Learning Applications at the Edge

Architecture for Machine Learning Applications at the Edge
by Tom Dillinger on 10-31-2018 at 2:01 pm

Machine learning applications in data centers (or “the cloud”) have pervasively changed our environment. Advances in speech recognition and natural language understanding have enabled personal assistants to augment our daily lifestyle. Image classification and object recognition techniques enrich our social media experience,… Read More


AMAT talks long term AI but short term is ugly

AMAT talks long term AI but short term is ugly
by Robert Maire on 07-15-2018 at 7:00 am

We attended Semicon West Monday and Tuesday, the annual show for the semi equipment industry. Its very clear from discussions with all our sources in the industry that confirm that Samsung has put the brakes on spending on memory and that message was reinforced by declines in their expected profitability due to weaker memory pricing.… Read More


Are memory makers colluding against China?

Are memory makers colluding against China?
by Robert Maire on 06-07-2018 at 12:00 pm

Maybe OMEC is the new OPEC? A bargaining chip in June trade show down?

China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time. Much longer … Read More


Imec technology forum 2018 – the future of memory

Imec technology forum 2018 – the future of memory
by Scotten Jones on 06-05-2018 at 12:00 pm

At the Imec technology forum in Belgium Gouri Sankar Kar and Arnaud Furnemont presented memory and storage perspectives and I also got to interview Arnaud. Arnaud leads overall memory development at Imec and personally leads NAND and DNA research.

Memory research is focused on power, energy, speed and cost with energy and throughput… Read More


Samsung has another record quarter in chips

Samsung has another record quarter in chips
by Robert Maire on 04-29-2018 at 7:00 am

Samsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B and $19B)….a… Read More


Cleaning Trends for Advanced Nodes

Cleaning Trends for Advanced Nodes
by Scotten Jones on 04-09-2018 at 12:00 pm

I was invited to give a talk at the Business of Cleans Conference held by Linx Consulting in Boston on April 9th. I am not a cleans expert but rather was invited more to give an overview talk on process technology trends and the impact on cleans. In this write up I will discuss my presentation. I discussed each of the three main leading-edge… Read More


LithoVision 2018 The Evolving Semiconductor Technology Landscape and What it Means for Lithography

LithoVision 2018 The Evolving Semiconductor Technology Landscape and What it Means for Lithography
by Scotten Jones on 02-25-2018 at 5:00 pm

I was invited to present at Nikon’s LithoVision event held the day before the SPIE Advanced Lithography Conference in San Jose. The following is a write up of the talk I gave. In this talk I discuss the three main segments in the semiconductor industry, NAND, DRAM and Logic and how technology transitions will affect lithography.… Read More


ISS 2018 – The Impact of EUV on the Semiconductor Supply Chain

ISS 2018 – The Impact of EUV on the Semiconductor Supply Chain
by Scotten Jones on 01-18-2018 at 8:00 am

I was invited to give a talk at the ISS conference on the Impact of EUV on the Semiconductor Supply Chain. The ISS conference is an annual gathering of semiconductor executives to review technology and global trends. In this article I will walk through my presentation and conclusions.… Read More


Is there anything in VLSI layout other than “pushing polygons”? (5)

Is there anything in VLSI layout other than “pushing polygons”? (5)
by Dan Clein on 01-11-2018 at 12:00 pm

Being new in Ottawa and trying to get some momentum towards automation in full custom layout I was telling industry people that I am interested to work with everybody to move this agenda forward. My Director of Engineering at that time, Peter Gillingham, took me to visit Carleton University in Ottawa. One of his professor friends,… Read More


2017 Semiconductors +20%, 2018 slower

2017 Semiconductors +20%, 2018 slower
by Bill Jewell on 12-24-2017 at 7:00 am

The global semiconductor market in 2017 will finish with annual growth of about 20%. Recent forecasts range from 19.6% to 22%. World Semiconductor Trades Statistics (WSTS) data is finalized through October, thus the final year results will almost certainly be within this range. We at Semiconductor Intelligence have raised … Read More