Daniel is joined by Julie Rogers, Executive Director, ESD Alliance. Julie brings deep expertise in industry collaboration, technical conferences, and executive engagement. She brings more than 30 years of experience driving growth, visibility, and alignment across complex, highly technical markets. She is widely recognized… Read More
By Julie Rogers, Executive Director, Electronic System Design Alliance
SEMICON® West 2026 is “Bridging Design and Manufacturing with AI” during a day-long session Tuesday, October 13, from 10:30 a.m. to 4:30 p.m. at San Francisco’s Moscone Center, North Hall, Lower Level, Room 20.
The Design Session hosted and organized by … Read More
Stephen Strausser was recently appointed CEO of VON ARDENNE North America, Inc. where he will lead the company’s regional strategy, operations, customer engagement and growth initiatives across the US, Canada, Mexico and South America.
Stephen has a powerful blend of business acumen, operations, service/support and engineering… Read More
October 13–15, 2026 | Moscone Center | San Francisco, CA
SEMICON West returns to San Francisco, bringing together the world’s leading semiconductor companies, technology innovators, policymakers, engineers, researchers, and business leaders … Read More
As part of the broader Semicon West ecosystem in Phoenix, Arizona, Soitec, a global leader in engineered substrates for semiconductors, hosts an exclusive, invitation-style event titled Engineering the Future: Soitec Substrates Powering Technology Megatrends on Wednesday, October 8, 2025, from 2:30 PM to 6:00 PM MST.
Held… Read More
– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King
The crowds at Semicon West were both… Read More
Chip design verification has long been a key component of any design project developing silicon intended to go into manufacturing. As designs become more complex, so does the manufacturing risk, and the focus on thorough verification becomes ever more critical.
Another dimension of complexity coming into play and considered… Read More
Semicon West was Semicon Less….
We attended a “Hybrid” version of Semicon… Read More
An in line quarter
Applied reported a quarter just above the mid point of guidance and analyst numbers (which mimic guidance) with revenues of $3.56B and EPS of $0.74 with guidance of $3.685B+-$150M and EPS o $0.72 to $0.80, also in line with current expectations. All in all a fairly boring quarter with business bouncing along a soft… Read More
Nice house in a neighborhood in decline
Lam posted EPS and revenues ahead of reduced expectations, but guided the current quarter below street current estimates.
Is a “beat” really a “beat” if its against greatly reduced numbers? We would remind investors that we are looking at EPS cut more or less in … Read More
