COVID-19 underscores the importance of US-based production for strategic industries
The COVID-19 pandemic has drawn intense focus on the need to repatriate pharmaceutical manufacturing back to the United States. The increased awareness that a strategic adversary manufactures or controls up to 80% of the active pharmaceutical… Read More
Embedded non-volatile memory (eNVM) plays an essential role in most systems and SoCs. eFLASH has found its way into a wide range of devices, including automotive, industrial, IoT and those in a mixture of other markets. NAND Flash has proven to be a workhorse in all of these areas. For instance, MCUs use them for code and data storage… Read More
The use of machine learning (ML) to solve complex problems that could not previously be addressed by traditional computing is expanding at an accelerating rate. Even with advances in neural network design, ML’s efficiency and accuracy are highly dependent on the training process. The methods used for training evolved from CPU… Read More
In the past, I’ve focused my annual predictions on electronics – ICs and EDA – but recently I’ve turned my focus to photonics, so my 2020 predictions are primarily in this area.
Historically, photonics has been the Gallium Arsenide of technologies; it was, is and always will be the technology of the future. Analysts have forever … Read More
IEDM 2019 had the theme: “Innovative Devices for an Era of Connected Intelligence” of which MRAM is a leading contributor. Following a very informative Plenary Session, Monday afternoon led off with Session 2: Memory Technology – STT-MRAM. This session has seven important STT-MRAM papers describing the progress of this … Read More
On Tuesday night of IEDM, Applied Materials held a panel discussion “The Future of Logic: EUV is Here, Now What?”. The panelists were: Regina Freed, managing director at Applied Materials as the moderator, Geoffrey Yeap, senior director of advanced technology at TSMC, Bala Haran, director of silicon process research at IBM, … Read More
IEDM is in my opinion the premiere conference for information on state-of-the-art semiconductor processes. In “My Top Three Reasons to Attend IEDM 2019” article I singled out the TSMC 5nm paper as a key reason to attend.
IEDM is one of the best organized conferences I attend and as soon as you pick up your badge you are handed a memory… Read More
Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More
I previously blogged on the GLOBALFOUNDRIES (GF) Technology Conference (GTC) held in Santa Clara, CA. The main takeaway that I shared in that blog was that GF’s announced “pivot” to a specialty foundry announced over a year ago, including its decision not to pursue 7nm and smaller nodes, appears to be working and GF is gaining momentum.… Read More
On August 27, 2018, GLOBALFOUNDRIES (GF) announced that they were no longer going to compete in the race to the next smaller semiconductor node, at that time, the 7nm node. While surprising to some, on further analysis this move made sense. TSMC had announced its plan to invest around $25B in the 5nm technology node. GF revenue is … Read More
