You know you have a problem when 60 Minutes covers it!

You know you have a problem when 60 Minutes covers it!
by Robert Maire on 05-03-2021 at 2:00 pm

60 Minutes Chip Shortage

-Chip shortage on 60 Minutes- Average Joe now aware of chip issue
-Intel sprinkling fairy dust (money) on New Mexico & Israel
-Give up on buy backs and dividends
-Could Uncle Sam give a handout to Intel?

You normally don’t want to answer the door if 60 Minutes TV crew is outside as it likely doesn’t mean good things.… Read More


Intel’s EMIB Packaging Technology – A Deep Dive

Intel’s EMIB Packaging Technology – A Deep Dive
by Tom Dillinger on 05-03-2021 at 6:00 am

EMIB configurations

The evolution of low-cost heterogeneous multi-chip packaging (MCP) has led to significant system-level product innovations.  Three classes of MCP offerings have emerged:

  • wafer-level fan-out redistribution, using reconstituted wafer substrates of molding compound as the surface for interconnections between die (2D)
Read More

Ireland – A Model for the US on Technology

Ireland – A Model for the US on Technology
by Scotten Jones on 05-02-2021 at 6:00 am

Slide1 2

After I published a recent article about Intel, I was contacted by the Irish Development Agency (IDA) where Intel has a large fab presence and asked if I would like to interview them about the Intel site. The interview with Turlough McCormack of the IDA, started with Intel’s presence in Ireland but then went on to paint an interesting… Read More


It’s not a Semiconductor Shortage It’s Demand Delirium & Poor Planning

It’s not a Semiconductor Shortage It’s Demand Delirium & Poor Planning
by Robert Maire on 04-25-2021 at 10:00 am

Biden Chip Shortage

-The semiconductor industry is not to blame its the customers
-How do you fix something that’s not really broken?
-Long taken for granted, semi’s are sexy again
-Pawns in a Political Power Play?

Its not the chip makers that screwed up. It’s the customers that stressed the system beyond breaking

The semiconductor… Read More


Electronic Systems SI/IP Forum

Electronic Systems SI/IP Forum
by Daniel Nenni on 04-22-2021 at 10:00 am

Title: KEYNOTE: Is Power Integrity the New Black Magic?

Date: Thursday, April 22, 2021

Time: 01:00 PM Eastern Daylight Time

Duration: 1 hour

Summary

Electronic Systems SI/PI Forum

KEYNOTE: Is Power Integrity the New Black Magic?

Sponsored by: Cadence

Presented by: Istvan Novak, Principal Signal and Power Integrity Engineer,

Read More

Kioxia and Western Digital and the current Kioxia IPO/Sale rumors

Kioxia and Western Digital and the current Kioxia IPO/Sale rumors
by Scotten Jones on 04-06-2021 at 10:00 am

Slide2

There are a lot of articles out right now discussing a possible IPO for Kioxia or sale of the company with Western Digital (WD) and Micron Technology (MT) mentioned as possible acquirers. Kioxia and WD have a partnership for Flash Memory and on March 18th WD gave a presentation on the state of their partnership and what they see as their… Read More


Foundry Fantasy- Deja Vu or IDM 2?

Foundry Fantasy- Deja Vu or IDM 2?
by Robert Maire on 03-26-2021 at 8:00 am

Foundry Profit 2020

– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0

Intel not only wants to catch TSMC but beat them at their own Read More


Intel Takes Another Shot at the Enticing Foundry Market

Intel Takes Another Shot at the Enticing Foundry Market
by Terry Daly on 03-26-2021 at 6:00 am

Intel IDM 2.0

Intel made a big splash on March 23, 2021 by doubling down on manufacturing with the creation of Intel Foundry Services (IFS). The big announcement was supported by potential customers such as Qualcomm, Cisco, Ericsson, Google, Amazon, Microsoft, and IBM. With an accompanying $20B investment, the EDA and equipment industries,… Read More


Using Intel® oneAPI™ to Achieve High-Performance Compute Acceleration with FPGAs

Using Intel® oneAPI™ to Achieve High-Performance Compute Acceleration with FPGAs
by Daniel Nenni on 03-25-2021 at 11:30 am

Join BittWare and Intel as we look at oneAPI™ with a focus on FPGAs. We will look at a real-world 2D FFT acceleration example which utilizes the Intel® Stratix® 10 MX including HBM2 memory on BittWare’s 520N-MX card.

Why register?
  • Learn how oneAPI­™ brings a unified programming model and easier software-like development
Read More

Intel’s IDM 2.0

Intel’s IDM 2.0
by Scotten Jones on 03-24-2021 at 4:00 am

Slide1 1

In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.

With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More