Synchronizing with Sunlin Chou

Synchronizing with Sunlin Chou
by Sunit Rikhi on 05-29-2019 at 1:38 pm

Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.

Fifty years have … Read More


Intel Q3 2018 Jibber Jabber

Intel Q3 2018 Jibber Jabber
by Daniel Nenni on 10-29-2018 at 7:00 am

This is what happens when you have a CFO acting as a semiconductor CEO, and Robert Holmes is a career CFO with zero semiconductor experience or education. Granted, no way did he write the opening statement, but it was full of jibber jabber anyway. The real disappointing jibber jabber was from our own Murthy Renduchintala on the status… Read More


ASML most immune to slow down due to lead times Not LRCX

ASML most immune to slow down due to lead times Not LRCX
by Robert Maire on 10-21-2018 at 7:00 am

ASML reported EUR2.78B in revenues with EUR2.08B in systems. 58% was for memory. EUV was EUR513M with 5 systems. Importantly orders were for EUR2.20B in systems at 64% memory and 5 EUV tools. This was likely better than expectations given the overall industry weakness. EPS of EUR1.60 was more or less in line with expectations. Guidance… Read More


An update on the Design Productivity Gap

An update on the Design Productivity Gap
by Tom Dillinger on 08-03-2018 at 12:00 pm

Over a decade ago, a group of semiconductor industry experts published a landmark paper as part of the periodic updates to the International Technology Roadmap for Semiconductors, or ITRS for short (link). The ITRS identified a critical design productivity gap. The circuit capacity afforded by the Moore’s Law pace of technology… Read More


Top 10 Highlights from the Samsung Foundry Forum

Top 10 Highlights from the Samsung Foundry Forum
by Tom Dillinger on 05-30-2018 at 9:00 am

Samsung Foundry recently held their annual technology forum in Santa Clara CA. The forum consisted of: presentations on advanced and mainstream process technology roadmaps; the IP readiness for those technology nodes; a review of several unique package offerings; and, an informal panel discussion with IP designers and EDA… Read More


Semiconductor Devices Transforming the World

Semiconductor Devices Transforming the World
by Daniel Nenni on 01-03-2018 at 7:00 am

As we begin another new year we begin another semiconductor conference cycle starting with SEMI ISS on January 15–18 at the Ritz-Carlton in Half Moon Bay California. This conference really sets the tone for the year and gives us a place to start thinking, acting, and reacting. This year it is all about the electronic devices we have… Read More


Tools for Advanced Packaging Design Follow Moore’s Law, Too!

Tools for Advanced Packaging Design Follow Moore’s Law, Too!
by Tom Dillinger on 06-05-2017 at 9:00 am

There is an emerging set of advanced packaging technologies that enables unique product designs, with the capability to integrate multiple die, from potentially heterogeneous technologies. These “system-in-package” (SiP) offerings provide architects with the opportunity to optimize product performance, power, cost,… Read More


Intel Manufacturing Day: Nodes must die, but Moore’s Law lives!

Intel Manufacturing Day: Nodes must die, but Moore’s Law lives!
by Scotten Jones on 03-29-2017 at 4:00 pm

Yesterday I attended Intel’s manufacturing day. This was the first manufacturing day Intel has held in three years and according to Intel their most in depth ever.

Nodes must die
I have written several articles comparing process technologies across the leading-edge logic producers – GLOBALFOUNDRIES, Intel, Samsung… Read More


Top 10 Updates from the TSMC Technology Symposium, Part II

Top 10 Updates from the TSMC Technology Symposium, Part II
by Tom Dillinger on 03-23-2017 at 7:00 am

An earlier article described some of the technical and business highlights from the recent TSMC Symposium in Santa Clara (link). This article continues that discussion, with the top five updates.… Read More


AMD vs Intel Update!

AMD vs Intel Update!
by Daniel Nenni on 02-04-2017 at 10:00 am

Is it just me or has AMD just pulled off one of the most amazing semiconductor comebacks of the century? Let’s take a closer look.

Who doesn’t long for the days when Intel and AMD went head to head in the battle for microprocessor supremacy? Back then Intel, was still operating under the Andrew Grove mantra of “Only the Paranoid Survive… Read More