The annual SNUG (Synopsys Users Group) conference, now in its 35th year, once again brought together key stakeholders to showcase accomplishments, discuss challenges, and explore opportunities within the semiconductor and electronics industry. With approximately 2,500 attendees, SNUG 2025 served as a dynamic hub for collaboration… Read More
Tag: hbm
Evolution of Memory Test and Repair: From Silicon Design to AI-Driven Architectures
Memory testing in the early days of computing was a relatively straightforward process. Designers relied on simple, deterministic approaches to verify the functionality of memory modules. However, as memory density increased and systems became more complex, the likelihood of faults also rose. With advancements in memory… Read More
AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
- QTR was just “in-line” but guide was below expectations
- We think its not just China export rules but share loss as well
- Leading edge is strong but obviously not enough to offset China
- Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat
Applied reported $7.166B in revenues and Non … Read More
KLAC Good QTR with AI and HBM drive leading edge and China is Okay
– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip
KLA reports good quarter and OK outlook
KLA reported revenues… Read More
Heterogeneous 2D/3D Packaging Challenges
A growing trend in system design is the use of multiple ICs mounted in advanced packages, especially in high-performance computing and AI. These modern packages now integrate multiple ICs, often with high-bandwidth memory (HBM), resulting in hundreds of thousands of connections that need proper verification. Traditional… Read More
Webinar: Multiphysics Modeling of HBM for 3D Heterogeneous Integration
Memory access speeds are a performance bottleneck in today’s high- speed AI and HPC semiconductor designs. High Bandwidth Memory (HBM) in a 3D heterogeneous integrated (3DHI) system is the optimal solution to break through this “memory wall.” It can achieve data rates exceeding 1 TB/s, critical for AI and data center applications.
ML and Multiphysics Corral 3D and HBM
3D design with high-bandwidth memory stacks (HBM) has become essential for leading edge semiconductor systems in multiple applications. Hyperscalers depend on large AI accelerator cores supported by 100GB or more of in-package HBM to handle trillion parameter AI models. Autonomous Drive (AD) vehicles may handle smaller … Read More
Consumer memory slowing more than AI gaining
- Consumer memory slowing more than AI gaining causing weakness
- HBM sold out for 2025- HBM is most of Capex- NAND near zero
- Big miss on Q1 guide crushes stock on disappointment
- Positive for Nvidia- Negative for Broadcom/Qualcomm
Micron – AI is wonderful & growing out of bounds while consumer sucks
Micron reported in line… Read More
Synopsys and TSMC Pave the Path for Trillion-Transistor AI and Multi-Die Chip Design
Synopsys made significant announcements during the recent TSMC OIP Ecosystem Forum, showcasing a range of cutting-edge solutions designed to address the growing complexities in semiconductor design. With a strong emphasis on enabling next-generation chip architectures, Synopsys introduced both new technologies and … Read More
5 Expectations for the Memory Markets in 2025
TechInsights has a new memory report that is worth a look. It is free if you are a registered member which I am. HBM is of great interest and there is a section on emerging and embedded memories for chip designers. Even though I am more of a logic person, memory is an important part of the semiconductor industry. In fact, logic and memory