“Too Big To Fail Two” – Could chip failure take down tech & entire economy?

“Too Big To Fail Two” – Could chip failure take down tech & entire economy?
by Robert Maire on 12-19-2021 at 6:00 am

Semiconductors too big to fail

-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown

It was the best of times, it was the worst of times

We find it an incredible juxtaposition… Read More


A Practical Approach to Better Thermal Analysis for Chip and Package

A Practical Approach to Better Thermal Analysis for Chip and Package
by Daniel Nenni on 12-13-2021 at 6:00 am

ANSYS Thermal Chip Model

Thermal modeling has become a hot topic for designers of today’s high-speed circuits and complex packages. This has led to the adoption of better and more sophisticated thermal modeling tools and flows as exemplified in this presentation by Micron at the IDEAS Digital Forum. The presentation is titled “Thermal Aware Memory ControllerRead More


The Journey of DRAM Continues

The Journey of DRAM Continues
by Arabinda Das on 09-26-2021 at 10:00 am

HBM

The field of DRAM is fascinating as it continues to grow and innovate. For the past ten years, I have often read that DRAM is running out of steam because of its difficulty to scale the capacitor, and yet it continues to evolve since invented by Dr. R. Dennard at IBM. In 1966, he introduced the concept of a transistor memory cell consisting… Read More


VLSI Technology Symposium – Imec Alternate 3D NAND Word Line Materials

VLSI Technology Symposium – Imec Alternate 3D NAND Word Line Materials
by Scotten Jones on 07-19-2021 at 6:00 am

T8 1 Arjun Page 08

At the 2021 VLSI Technology Symposium, Imec presented on Ruthenium (Ru) and Molybdenum (Mo) as alternate Word Line (WL) materials for 3D NAND Flash “First Demonstration of Ruthenium and Molybdenum Word lines Integrated into 40nm Pitch 3D NAND Memory Devices”. I had an opportunity to interview one of the authors: Maarten Rosmeulen.… Read More


Supply Issues Limit 2021 Semiconductor Growth

Supply Issues Limit 2021 Semiconductor Growth
by Bill Jewell on 05-23-2021 at 10:00 am

Top Semiconductor Revenues 2021

Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021.… Read More


Micron- Optane runs out of Octane- Bye Bye Lehi- US chip effort takes a hit

Micron- Optane runs out of Octane- Bye Bye Lehi- US chip effort takes a hit
by Robert Maire on 03-21-2021 at 6:00 am

Intel Optane Micron SemiWiki

– Micron shuts down once promising XPoint
– Lehi Utah fab to be sold off- Had been a $400M drain
– Unique memory couldn’t follow flash down cost/yield curve
– Savings helps Micron but its now just another memory maker

XPoint “Coulda been a contender”

XPoint should have amounted to more… Read More


Is a US Semiconductor Manufacturing Revival on the Way?

Is a US Semiconductor Manufacturing Revival on the Way?
by Anish Tolia on 08-13-2020 at 9:00 am

Is a US Semiconductor Manufacturing Revival on the Way

Two bits of recent news has excited people in the semiconductor manufacturing space. First TSMC (bit.ly/384joVr) announced their intention to invest $12 B dollars in a Fab in Arizona. Then came the Corona-driven bipartisan proposed $23B federal government investment in semiconductor manufacturing (nyti.ms/2YZzFqnl). … Read More


Time for Chip Diplomacy

Time for Chip Diplomacy
by Terry Daly on 05-29-2020 at 10:00 am

image 4

An industry caught in the crosshairs of geopolitics needs global emeritus leadership

The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More


LithoVision – Economics in the 3D Era

LithoVision – Economics in the 3D Era
by Scotten Jones on 03-04-2020 at 6:00 am

Slide3

Each year on the Sunday before the SPIE Advanced Lithography Conference, Nikon holds their LithoVision event. This year I had the privilege of being invited to speak for the third consecutive year, unfortunately, the event had to be canceled due to concerns over the COVID-19 virus but by the time the event was canceled I had already… Read More


The Tech Week that was December 16-20 2019

The Tech Week that was December 16-20 2019
by Mark Dyson on 12-22-2019 at 6:00 am

As we approach the end of 2019 I wish everybody a Merry Christmas and a Happy New Year. This will be my last update for a few weeks as I will also take a little break over the holiday season.

Despite a lot of people winding down for the year, there was still lots of interesting news from last week with lots of data points pointing to an even

Read More