When I do a root cause analysis of Intel’s problem it is very simple. If Intel wants to continue to be a leading-edge semiconductor manufacturer, they need to fill their fabs, all of their fabs. Clearly several things need to happen in order to do that but the one that most interests me is on the foundry side.
I think we can all agree that… Read More
My first job out of college was migrating a DRAM chip from one process node to a newer node, and it was a 100% manual process that required many months of effort. That need to migrate semiconductor IP to newer nodes is still with us today, and much automation has been applied to digital circuits, however migrating analog IP has proven… Read More
Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
The demand for high-performance and sustainable computing and networking silicon for AI has undoubtedly increased R&D dollars and the pace of innovation in semiconductor technology. With Moore’s Law slowing down at the chip level, there is a desire to pack as many chiplets as possible inside ASIC packages and get … Read More
The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More
At the VLSI Technology Symposium this week Intel released details on their i3 process. Over the last four nodes Intel has had an interesting process progression. In 2019, 10nm finally entered production with both high performance and high-density standard cells. 10nm went through several iterations eventually resulting in… Read More
My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More
I wrote last year about the challenge Arm Client/Mobile faces in growing in a saturated phone market and how they put a big focus on mobile gaming to stimulate growth. The gaming direction continues but this year they have added (of course) an AI focus, not just to mobile but also to other clients, notably PCs. It would be easy to be cynical… Read More
We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.
For us in the industry, the 13-week financial … Read More
I am a fan of product releases which bundle together multiple high-value advances. That approach reduces the frequency of releases (no bad thing) in exchange for more to offer per release, better proven through solid partner validation. The Dynamic Duo III release falls in this class, offering improvements in performance, capacity,… Read More
