Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
Memory Hierarchy and the Memory Wall
Computer programs mainly move data around. In the meantime, they do some computations on the data but the bulk of execution time and energy is spent moving data around. In computer jargon we say that applications tend to be memory bound: this means that memory is the main performance limiting … Read More
Wendy Chen, MBA from the University of Manchester, has been the Founder and CEO of MSquare Technology since 2021. With over 23 years in the semiconductor industry, Wendy’s career includes roles as Sales Director at Synopsys Technology, Vice President at TF-AMD, and Vice President at Alchip Asia Pacific. Her extensive experience… Read More
AMAT came in at revenues of $6.78B… Read More
– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King
The crowds at Semicon West were both… Read More
Introduction of 2.5D and 3D multi-die based products are helping extend the boundaries of Moore’s Law, overcoming limitations in speed and capacity for high-end computational tasks. In spite of its critical function within the 3DIC paradigm, the interposer die’s role and related challenges are often neither fully comprehended… Read More
This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.
For us in the industry, the 13-week financial … Read More
– Lam reports another flat quarter & guide- No recovery in sight yet
– Seems like no expectation of recovery until 2025- Mixed results
– DRAM good- NAND weak- Foundry/Logic mixed-Mature weakening
– Clearly disappointing to investors & stock hoping for a chip recovery
GenAI, the most talked-about manifestation of AI these days, imposes two tough constraints on a hardware platform. First, it demands massive memory to serve large language model with billions of parameters. Feasible in principle for a processor plus big DRAM off-chip and perhaps for some inference applications but too slow … Read More
