Electronics design mega-trends have been a transformational force for the world. As shown in blue in Figure 1, the first wave of electronics consisted of centralized computing and the leaders in the field included companies such as IBM, Digital Equipment Corporation (DEC), Wang, and others. Fundamentally, these technologies… Read More
Today is SemiWiki’s 10th anniversary so an extra special Happy New Year to all! It has been an exciting 10 year adventure for sure and I hope it can continue for another 10 years, absolutely.
2020 brought in a record amount of content, readers and members. Our readership grew 70% YoY in 2020 according to Google Analytics which is a big… Read More
Building a quantum internet is a key ambition for many countries around the world, such a breakthrough will give them competitive advantage in a promising disruptive technology, and opens a new world of innovations and unlimited possibilities.
Recently the US Department of Energy (DoE) published the first blueprint of its… Read More
At the recent TSMC OIP Ecosystem Forum and Technology virtual events, TSMC re-affirmed their previous prediction that 5G is going to be a multi-year silicon mega-trend with the biggest drivers being the ramp up of 5G handsets, supporting infrastructure and the continued growth of high performance computing (HPC).
We all want… Read More
No-one likes being put on the spot and yet we all like a forecast…and as we all know, the only guarantee with a forecast is that it is wrong. Sports commentators have carved out a special niche for themselves with the ‘commentators curse’, just as they extol the virtues of an individual or a team, the sporting gods prove them wrong in … Read More
Last week, Intel announced its second-quarter financial results which easily beat the analysts’ consensus expectations by a handsome margin. Yet the stock price plummeted by over 16% right after the earnings call with management. Seven analysts downgraded the stock to a sell and the common theme on all the downgrades was that… Read More
Moore’s Law has been about device density, specifically transistor density, increasing every certain number of years. Although cost is the most easily grasped advantage, there are two other benefits: higher performance (speed) and reduced power. When these benefits are compromised, they can also pose a scaling limitation.
As transistor dimensions shrink to follow Moore’s Law, the functionality of the gate used to switch on or off the current is actually being degraded by the short channel effect (SCE) [1-5]. Moreover, the simultaneous reduction of voltage aggravates the degradation, as will be discussed below.
A Practical Lower Limit of… Read More
Covid issues create “lumpy” quarters due to delays
Orders & demand remain solid and strong
2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance
As expected, Covid impacts both shipments & supply chain, ignore the near term lumpiness…
ASML reported revenues… Read More
-Short term Covid19 impact is primarily logistics related
-Longer term impact is more systemic/demand driven
-Impact will wind through supply chain over several qtrs
-Other issues, such as trade, remain an overhang
Short term versus long term in the semiconductor industry
The stocks declines over the last months seem to indicate… Read More
