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
Tag: micron
Samsung to cut Semi Capex 20% due to over capacity
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
3D Xpoint and the Future of Memory
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
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 other… Read More
SEMICON Day 1: IoT Everywhere…and China
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
Breakfast was Fab: West Coast Wafers to Wall Street
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
How Well is HSPICE Tracking Current Design Trends?
For about 5 years now Synopsys has held an HSPICE SIG event in conjunction with DesignCon. It features a small vendor faire with companies that partner with Synopsys on HSPICE flows. They also have a dinner with industry/customer speakers and provide an update on HSPICE development. Lastly there is a Q&A where customers get… Read More
Samsung Continues to Top 300mm Wafer Capacity
In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More
Mark Adams Keynote at #semiconwest
The first surprise of the opening keynote for Semicon West was on the slides that were cycling on the screen as the room filled up. Somehow our book Fabless had managed to be in the rotation.
The opening keynote was by Mark Adams, the President of Micron. He was talking about upcoming big changes in the semiconductor environment, although… Read More
Analog and Full Chip Simulation at Micron
IDM companies like Micronuse SPICE circuit simulators during the design phase in order to predict timing, currents and power on their custom IC chip designs at the transistor level. A senior memory design engineer at Micron named Raed Sabbahtalked today at a webinarabout how the embedded solutions group uses the FineSimcircuit… Read More