Ncredible Nvidia

Ncredible Nvidia
by Claus Aasholm on 05-24-2024 at 8:00 am

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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


Oops, we did it again! Memory Companies Investment Strategy

Oops, we did it again! Memory Companies Investment Strategy
by Claus Aasholm on 05-08-2024 at 8:00 am

Opps We Did it Again Semiconductor Memory 4

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


LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?

LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?
by Robert Maire on 04-29-2024 at 8:00 am

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– 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

Another Flat Quarter &
Read More

Alphawave Semi Bridges from Theory to Reality in Chiplet-Based AI

Alphawave Semi Bridges from Theory to Reality in Chiplet-Based AI
by Bernard Murphy on 04-25-2024 at 10:00 am

Alphawave Semi min

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


2024 Outlook with Srinivasa Kakumanu of MosChip

2024 Outlook with Srinivasa Kakumanu of MosChip
by Daniel Nenni on 03-27-2024 at 10:00 am

KS MD&CEO MosChip 2024

MosChip is a publicly traded company founded in the year 1999, they offer semiconductor design services, turnkey ASIC, software services, and end-to-end product engineering solutions. The company headquartered in Hyderabad, India, with five design centers and over 1300 engineers located in Silicon Valley (USA), Hyderabad,… Read More


Accelerate AI Performance with 9G+ HBM3 System Solutions

Accelerate AI Performance with 9G+ HBM3 System Solutions
by Kalar Rajendiran on 03-06-2024 at 10:00 am

HBM3 PHY and Controller Memory Solution

In the technology realm of artificial intelligence (AI) and high-performance computing (HPC), the demand for higher throughput and efficiency has never been greater. To meet these evolving demands, innovative memory solutions have emerged as critical enablers, paving the way for transformative advancements in computing… Read More


AMAT – Flattish QTR Flattish Guide – Improving 2024 – Memory and Logic up, ICAPs Down

AMAT – Flattish QTR Flattish Guide – Improving 2024 – Memory and Logic up, ICAPs Down
by Robert Maire on 02-19-2024 at 10:00 am

HBM SIP

– AMAT slightly better than expected, flat & guides flat but > expected
– Expects better 2024- Systems flat, service up, display down
– China risk remains high at 45%- $200M Sculpta expected in 2024
– HBM 5% of industry but not a lot of tool sales- but high growth

Still bumping along with flattish Read More


LRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho

LRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho
by Robert Maire on 01-29-2024 at 6:00 am

Lam Research LCRX

– Lam reported as expected and guided flat- No recovery yet
– Some mix shifts but China still 40% (8X US at 5%)-NVM still low
– HBM is promising but Lam needs a broad memory recovery
– Lam has not seen order surge ASML saw- Likely lagging by 3-4 QTRs

An in line quarter and uninspiring flat guide for Q1

As compared… Read More


SEMICON West 2023 Summary – No recovery in sight – Next Year?

SEMICON West 2023 Summary – No recovery in sight – Next Year?
by Robert Maire on 07-15-2023 at 6:00 am

Semicon west 2023

-SEMICON well attended but bouncing along the biz bottom
-Recovery seems at least a year away with memory even more
-AI creates hope but not impactful- Disconnect tween stocks & reality
-AMAT me too platform- Back end benefits from chiplets

SEMICON busy but subdued

SEMICON is certainly back to pre-covid levels or perhaps better.… Read More


Three Ways to Meet Manufacturing Rules in Advanced Package Designs

Three Ways to Meet Manufacturing Rules in Advanced Package Designs
by Kendall Hiles on 09-15-2022 at 10:00 am

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Often designers are amazed at the diversity of requirements fabricators and manufacturers have for metal filled areas in advanced package designs. Package fabricators and manufacturers do not like solid metal planes or large metal areas. Their strict metal fill requirements address two main issues. The dielectric and metal… Read More