– 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
Bouncing along a not too bad bottom
Given that we have followed the semiconductor industry through many down cycles, we can safely say that this one isn’t all that bad by comparison. Everyone, big & small, is still safely profitable and in relatively good shape. Though we are seeing the normal week long holiday shut downs
On Monday, July 8th Imec held a technology forum ahead of Semicon West. I saw the papers presented and interviewed three of the authors. The following is a summary of what I feel are the keys points of their research.
Arnaud Furnemont
Arnaud Furnemont’s talk was titled “From Technology Scaling to System Optimization”. Simple 2D … Read More
I had a chat with Bob Smith, Executive Director of ESD Alliance, about the upcoming SEMI conference in China. More than 100,000 people are expected to attend which is beyond my comprehension. SEMICON in San Francisco is maybe 20,000 people which is the largest conference I attend. I’m not sure if the Design Automation Conference… Read More
Bob Smith is executive director of the ESD (for electronic system design) Alliance that many Semiwiki readers will remember as the EDA Consortium. As Bob explains, the semiconductor industry is changing and evolving, and the electronic system design ecosystem with it. I encourage you to take a break from what you’re doing and … Read More
As I mentioned in a previous post, the big drama at last year’s Design Automation Conference was the acquisition of the Electronic Systems Design Alliance (formerly EDAC) by SEMI, the owner of the SEMICON West Conference franchise. The plan is to add an ES Design West wing to the SEMICON West conference in San Francisco next year.… Read More
