In 2014 Apple released the iPhone 6 which included the first SoC built on a TSMC (20nm) process. This phone started what many call a “Super Cycle” of people upgrading. According to Apple, they now have more than 1 billion activated devices so this super cycle could be seriously super, absolutely.… Read More
SEMICON Southeast Asia was held this week in Penang, Malaysia. Over 6500 people attended the conference to learn about the latest trends and equipment in semiconductor manufacturing.
Dr. Dan Tracy, Senior Director Industry Research and Statistics at SEMI, presented an optimistic outlook for the semiconductor equipment market… Read More
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
Robert Veltman and Vikash Tyagi of SanDisk Corporation presented at SNUG a few weeks ago on their selection and use of RTDA’s NetworkComputer to manage their workflows.
Like everyone else, SanDisk has a high-performance computing farm (and like everyone else they are coy about how big it is) and lots of licenses for EDA tools,… Read More
(with apologies to George Harrison) Two recent Blogs over at ReRAM-Forum.com have focused on the latest in the IP field, particularly as it affects resistive memory. A high level overview of who is patenting what suggests a healthy amount of R&D is going on in the field. But looking a little deeper suggests there is much overlap… Read More
It is ‘Quarterly’ financial report time for many companies and one can occasionally find some interesting snippets in the transcripts of the calls which normally accompany these announcements. For example, SanDisk appear to have an encouraging quarter, reversing sales declines seen through Q1 and Q2. However, what caught … Read More
The might have beens. The shoulda’s, coulda’s, woulda’s are what launches a thousand Harvard Business School Case Studies that are meant to prepare a generation of business leaders on how to make decisions that impact the future directions of companies. Right before the 2008 financial crises (September … Read More