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- 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 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
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
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Artificial intelligence (AI) and machine learning (ML) are evolving at an extraordinary pace, powering advancements across industries. As models grow larger and more sophisticated, they require vast amounts of data to be processed in real-time. This demand puts pressure on the underlying hardware infrastructure, particularly… Read More
As the demand for higher performance computing solutions grows, so does the need for faster, more efficient data communication between components in complex multi-die system-on-chip (SoC) designs. In response to these needs, Synopsys has introduced the world’s fastest UCIe-based IP solution, capable of operating at a groundbreaking… Read More
- Samsung follows Intel in staff reductions due to weakness in chips
- Chip industry split between haves & have nots (AI & rest of chips)
- Capital spend under pressure – Facing Eventual China issues
- Stick with monopolies, avoid commodities
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 reports good but underwhelming quarter
- China slowing creates revenue & GM headwinds- ICAPs weak
- AI remains the one and only bright spot in both foundry & memory
- Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y
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
Report from SEMICON West
The crowds at Semicon West were both… Read More