Continues to Outgrow in a Flat Capex Environment. Is September the 2016 Peak with a softer December? Lam reported June, Q4 , revenues of $1.55B and EPS of $1.80, handily beating estimates and besting relatively high expectations for a positive spin and outlook for H2. Guidance was for a Sept quarter of $1.625B in revs and $1.77 in … Read More
Tag: nvm
IP Vendor Nabs Top Talent from Semiconductor Industry
The growth of mobile and IoT have helped increase the demand for One Time Programmable Non Volatile Memory (OTP NVM) as a solution for on-chip storage. To continue to meet this demand and grow with it, industry leading Sidense has recently brought on board seasoned semiconductor executive Ken Wagner as VP of Engineering. He was … Read More
When Talking About IoT, Don’t Forget Memory
Memory is a big enough topic that it has its own conference, Memcon, which recently took place in October. While I was there covering the event for SemiWiki.com I went to the TSMC talk on memory technologies for the IoT market. Tom Quan, Director of the Open Innovation Platform (OIP) at TSMC was giving the talk. IoT definitely has special… Read More
Why Sidense OTP is Like the Armored Car of NVM
I have written about Sidense before, but last week at the TSMC Open Innovation Platform Forum, I had a chance to hear a talk by, and have lunch with Betina Hold Director of R&D at Sidense. Here is what I learned.
Sidense has been focusing on the growing market in what they like to call the smart connected universe. It is best to think… Read More
IoT and OTP are Like Peanut Butter and Jelly!
Have you ever had a peanut butter and bacon sandwich? Everything goes better with bacon! Which brings me to one of my favorite sayings: “(insert two complimentary things) go together like peanut butter and jelly”. How about this: “low power and IoT”, “IoT and OTP”, and “Low Power OTP and Sidense go together like peanut butter and … Read More
The Trojan Horse Was Free Too
Timeo Danaos et dona ferentes. I fear the Greeks especially when bearing gifts. In Virgil’s Aeneid these words are spoken by the Trojan priest Laocoön warning about the wooden horse that the Greeks have offered Troy. But to no avail, Laocoön is slain by serpents and the Trojans bring the horse inside the walls of Troy. Since… Read More
How Sidense Sees The Smart Connected Universe
Sidenserecently conducted a webinar on what they call the Smart Connected Universe. They consider the Smart Connected Universe as something that includes a collection of market segments that are both smart and connected. This casts a big net, and includes what many are calling IoT, but goes further into medical, automotive and… Read More
Antifuse is the New Foundation of NVM Below 16nm
Today the non-volatile memory (NVM) foundation is the eFuse. It is typically available for free from the foundry and is the default choice because, like Mount Everest, it is there. However, like Mount Everest it is big. It is also power hungry and slow. eFuse solutions blow the silicide on the poly line creating a change in resistance.… Read More
Closure: Kilopass v. Sidense
The long running legal action between the top two NVM IP companies is now finished after close to five years of lawyering. By the way, I write about this stuff in hopes of limiting the future earning power of lawyers that prey on our R&D budgets. This one is significant because Kilopass was not successful in a patent infringement… Read More
Shorten Time to Market for NVM Express Based Storage Solution
A number of technical and business trends are converging to create a booming market for solid state drives (SSDs), with gigabytes of flash memory capacity along with the related control electronics packaged in the form factor of a 1.8”‐, 2.5”‐ or 3.5”. storage device. The first is the emergence of tablets and pervasiveness of smart… Read More