AI in Korea. Low-Key PR, Active Development

AI in Korea. Low-Key PR, Active Development
by Bernard Murphy on 09-15-2020 at 6:00 am

korea ai min

Based on press coverage and technical paper volume, you could be forgiven for thinking that Korea had decided to take a pass on AI mania, or maybe just to dabble a little here and there to stay abreast of trends. But you’d be wrong. Korea is very active in AI; they don’t feel a need to trumpet what they’re doing from the rooftops. If you … Read More


Intel 10nm SuperFin Technology!

Intel 10nm SuperFin Technology!
by Daniel Nenni on 08-17-2020 at 6:00 am

Refining FinFet Intel SuperFin

I made it through the Virtual Intel Architecture Day last week and much to my surprise it was very well done. Virtual events have been hit and miss but this one was definitely a hit. Great content, approachable experts, a glitch-free experience. The mainstream media has been redundantly covering it so let me add my many years of experience,… Read More


MicroLED Intellectual Property landscape: a close look at the heart of microLED developments – LinkedIn Live

MicroLED Intellectual Property landscape: a close look at the heart of microLED developments – LinkedIn Live
by Daniel Nenni on 07-21-2020 at 2:00 pm

MicroLED IP LinkedIn Live July2020 1400x700 1024x576

R&D activity is growing exponentially and close to $5b have already been spent in microLED development and investments. Closely monitoring Intellectual Property brings unmatched insights into the rapidly evolving and complex microLED competitive and technology landscape.

This live webinar will provide valuable insights… Read More


China’s Position in the Global Semiconductor Value Chain

China’s Position in the Global Semiconductor Value Chain
by Bart van Hezewijk on 05-25-2020 at 6:00 am

China Semiconductor SemiWiki

In this third article about China’s role in the global semiconductor industry I analyse the current state of affairs of the Chinese semiconductor industry in different segments. In the previous articles, I looked at the possible effects of a US-China decoupling in the semiconductor industry and the impact of the Big Read More


Can TSMC Maintain Their Process Technology Lead

Can TSMC Maintain Their Process Technology Lead
by Scotten Jones on 04-29-2020 at 10:00 am

TSMC Process Lead Slides 20200427 Page 1

Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.

Before I dig into specific process density… Read More


ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays

ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays
by Robert Maire on 04-22-2020 at 2:00 pm

ASML SemiWiki 2020

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 vs Long Term Covid19 Impact

Short vs Long Term Covid19 Impact
by Robert Maire on 04-19-2020 at 10:00 am

Covid Semiconductor

-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


Semiconductor COVID-19 Update!

Semiconductor COVID-19 Update!
by Mark Dyson on 03-22-2020 at 10:00 am

COVID 19 Semiconductors SemiWiki

Last week whilst China started to recover from COVID-19 outbreak, the rest of the world was seriously impacted by the growing number of cases as the number of cases and deaths outside of China grew higher than in China. With the rise, many governments around the world belatedly put in measures to prevent the further spread of the … Read More


LithoVision – Economics in the 3D Era

LithoVision – Economics in the 3D Era
by Scotten Jones on 03-04-2020 at 6:00 am

Slide3

Each year on the Sunday before the SPIE Advanced Lithography Conference, Nikon holds their LithoVision event. This year I had the privilege of being invited to speak for the third consecutive year, unfortunately, the event had to be canceled due to concerns over the COVID-19 virus but by the time the event was canceled I had already… Read More


Logic and Memory Make for a Recovery

Logic and Memory Make for a Recovery
by Robert Maire on 02-03-2020 at 6:00 am

Lam Research 2020
  • LAM- “Logic And Memory” make for a recovery-NAND (Samsung) & Logic (TSMC) + China
  • Great Q4 Results & Q1 guide as memory restarts
  • Logic strength continues-China is crucial to growth
  • 2019 better than expected- 2020 WFE up about 5-8%

Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More