Intel Direct Connect Event

Intel Direct Connect Event
by Scotten Jones on 02-23-2024 at 12:00 pm

Figure 1

On Wednesday, February 21st Intel held their first Foundry Direct Connect event. The event had both public and NDA sessions, and I was in both. In this article I will summarize what I learned (that is not covered by NDA) about Intel’s business, process, and wafer fab plans (my focus is process technology and wafer fabs).

Business
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ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


IEDM 2023 – Imec CFET

IEDM 2023 – Imec CFET
by Scotten Jones on 01-17-2024 at 6:00 am

29 1 Wed Horiguchi 3 final Page 04

At IEDM 2023, Naoto Horiguchi presented on CFETs and Middle of Line integration. I had a chance to speak with Naoto about this work and this write up is based on his presentation at IEDM and our follow up discussion. I always enjoy talking to Naoto, he is one of the leaders in logic technology development, explains the technology in … Read More


IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions

IEDM 2023 – Modeling 300mm Wafer Fab Carbon Emissions
by Scotten Jones on 01-09-2024 at 6:00 am

Figure 1

For the first time ever, IEDM held a sustainability session at the 2023 conference. I was one of the authors who presented an invited paper, the following is a summary of my presentation.

Call to Action

From the United Nations [1]:

“Climate Change is the defining issue of our time, and we are at a defining moment.”

“Without drastic … Read More


Is Intel cornering the market in ASML High NA tools? Not repeating EUV mistake

Is Intel cornering the market in ASML High NA tools? Not repeating EUV mistake
by Robert Maire on 12-24-2023 at 9:00 am

High NA EUV
  • Reports suggest Intel will get 6 of 10 ASML High NA tools in 2024
  • Would give Intel a huge head start over TSMC & Samsung
  • A big gamble but a potentially huge pay off
  • Does this mean $4B in High NA tool sales for ASML in 2024?

News suggests Intel will get 6 of first 10 High NA tools made by ASML in 2024

An industry news source, Trendforce, reports… Read More


Semiconductors Headed Toward Strong 2024

Semiconductors Headed Toward Strong 2024
by Bill Jewell on 11-20-2023 at 6:00 am

Semiconductor Market Change 4Q23

The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More


KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good

KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good
by Robert Maire on 10-29-2023 at 10:00 am

KLAC Tencor
  • KLA has an OK quarter in an ugly market- bouncing along bottom
  • Like Lam & ASML, China was huge at 43% represents more risk
  • 2/3 Foundry/logic, 1/3 memory – Process tools were weak
  • No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry

As expected KLAC reported earnings at the … Read More


IEDM 2023 is Coming in December

IEDM 2023 is Coming in December
by Scotten Jones on 10-19-2023 at 6:00 am

IEDM 2023

Anyone who has read my previous IEDM articles will know I view it as one of the best conferences on semiconductor process technology. From the tutorials, short courses and the conference papers there are so many great opportunities to keep up to date on the latest developments. The following are the conference organizers’ announcements… Read More


Samsung Foundry Forum 2023 Tokyo, Japan

Samsung Foundry Forum 2023 Tokyo, Japan
by Admin on 09-19-2023 at 2:08 pm

Join us at SFF & SAFE™ Forum 2023

We’re inviting global partners and customers to our upcoming Samsung Foundry Forum (SFF) and Samsung Advanced Foundry Ecosystem (SAFE™) Forum 2023. The events will provide opportunities to share insights and innovative technologies to build a strong foundry ecosystem to accelerate… Read More