How China can Lead in the Semiconductor Industry

How China can Lead in the Semiconductor Industry
by Pawan Fangaria on 03-06-2016 at 8:00 pm

Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More


Pure-play Foundries to Prevail in Future

Pure-play Foundries to Prevail in Future
by Pawan Fangaria on 01-17-2016 at 7:00 am

In a consolidating semiconductor business environment and innovation in semiconductor fabrication already scaling new heights with existing strong players, where do you think the wafer capacity should concentrate? It’s pure-play foundries or pure-play-like foundries, and those who supply high-volume common components… Read More


IEDM Blogs – Part 5 – Intel and Micron 3D NAND

IEDM Blogs – Part 5 – Intel and Micron 3D NAND
by Scotten Jones on 12-29-2015 at 7:00 am

At IEDM Intel and Micron presented “A Floating Gate Based 3D NAND Technology With CMOS Under Array” authored by Krishna Parat and Chuck Dennison.

As I previously discussed in my blog on the IEDM memory short course and blog on IMEC’s work on high mobility 3D NAND channels, continuing to scale 2D Flash has become extremely difficult… Read More


IEDM Blogs – Part 4 – IMEC InGaAs Channel for 3D NAND

IEDM Blogs – Part 4 – IMEC InGaAs Channel for 3D NAND
by Scotten Jones on 12-28-2015 at 4:00 pm

At IEDM IMEC presented “MOCVD In[SUB]1-x[/SUB]Ga[SUB]x[/SUB]As high mobility channel for 3-D NAND Memory” authored by E. Capogreco, J. G. Lisoni, A. Arreghini, A. Subirats, B. Kunert, W. Guo, T. Maurice, C.-L. Tan, R. Degraeve, K. De Meyer, G. Van den bosch, and J. Van Houdt.

On December 15[SUP]th[/SUP] I had the opportunity … Read More


Micron Misses (MU) – No surprise – Needs focus on NAND/XPoint not diving DRAM

Micron Misses (MU) – No surprise – Needs focus on NAND/XPoint not diving DRAM
by Robert Maire on 12-26-2015 at 12:00 pm

We are surprised that everyone is surprised at DRAM, DRAM oversupply/weak demand is systemic so Micron needs to focus on NAND/XPoint.We find it somewhat amusing that many “analysts” were caught off guard about the weakness in Microns results and poor guidance. Why would you think DRAM would be OK???…Have Read More


Eliminating the Chasm of Computing

Eliminating the Chasm of Computing
by Pawan Fangaria on 10-25-2015 at 7:00 am

The world has come through a long way from the 1[SUP]st[/SUP] UNIVAC computer in 1952, IBM mainframes and minicomputers in secured computer rooms to laptops, tablets, mobile phones, and so on in our hands. Imagine the compute power of a minicomputer then and the compute power of your smartphone or tablet today. And do you know the… Read More


Samsung to cut Semi Capex 20% due to over capacity

Samsung to cut Semi Capex 20% due to over capacity
by Robert Maire on 09-24-2015 at 4:00 pm

Article confirms market fears…
An article in the Korea Times cites sources that say Samsung will cut Semi Capex by 20% due to current oversupply and weak pricing. This is obviously a huge negative as Capex for 2016 will certainly be down significantly from 2015 given these cuts which follow on cuts by Intel and others. We can
Read More


Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics

Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
by Robert Maire on 09-11-2015 at 2:00 am

Intel’s lack of exposure to handsets/China is now a positive rather than a negative

Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets

Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance

The shoe is on the otherRead More


SEMICON Day 1: IoT Everywhere…and China

SEMICON Day 1: IoT Everywhere…and China
by Paul McLellan on 07-14-2015 at 5:00 pm

The first day of SEMICON West for me is usually imec day. They have a full day of presentations. But I saw the most interesting ones in Brussels recently so I decided to go to the SEMI/Gartner day instead. They run in parallel ballrooms in the Marriot on 4th street.

To me there were two big themes. One was the unavoidable internet of things… Read More