All Things Semiconductor!
Image RemovedAn 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… Read More
Image RemovedNice 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 … 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
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
Image RemovedBob 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’… Read More
Image RemovedAs 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… Read More
Image RemovedThis was my 35th DAC and it did not disappoint, especially when it came to the DAC Drama Department. This year DAC proved once again that it is THE place for semiconductor professionals and academics to learn and network. The big news is that Synopsys did not reserve a booth for 56DAC in Las Vegas next year which resulted… Read More
At the imec technology forum held at SEMICON West, Martin Van Den Brink, President and CTO of ASML presented on the latest developments on EUV. I also had an opportunity to sit down with Mike Lercel, ASML Director of Strategic Marketing for an interview.… Read More
Image RemovedNext week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so… Read More
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Thermal-induced Reliability Challenges and Solutions for Advanced IC Design
Choose the Right ASIC Manufacturing Model for Your Business
REPLAY: GPU-Powered SPICE: The Way Forward for Analog Simulation
REPLAY: Avoiding CDM (Charged Device Model) ESD Failures
REPLAY: eFPGA – "What a great idea! But I have no idea how I’d use it!"
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Thermal-induced Reliability Challenges and Solutions for Advanced IC Design
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[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
[Forum] => vw\vw\XF\Entity\Forum Object
(
[_uniqueEntityId:XF\Mvc\Entity\Entity:private] => 50
[rootClass:protected] => XF\Entity\Forum
[_useReplaceInto:protected] =>
[_newValues:protected] => Array
(
)
[_values:protected] => Array
(
[node_id] => 2
[discussion_count] => 2666
[message_count] => 13561
[last_post_id] => 42225
[last_post_date] => 1573645914
[last_post_user_id] => 10499
[last_post_username] => Arthur Hanson
[last_thread_id] => 12096
[last_thread_title] => China lags far behind in semiconductor battle
[last_thread_prefix_id] => 0
[moderate_threads] => 0
[moderate_replies] => 0
[allow_posting] => 1
[allow_poll] => 1
[count_messages] => 1
[find_new] => 1
[field_cache] => []
[prefix_cache] => []
[prompt_cache] => []
[default_prefix_id] => 0
[default_sort_order] => last_post_date
[default_sort_direction] => desc
[list_date_limit_days] => 0
[require_prefix] => 0
[allowed_watch_notifications] => all
[min_tags] => 0
[vw_options] => 0
[vw_autolink] => 0
)
[_relations:protected] => Array
(
[Node] => XF\Entity\Node Object
(
[_uniqueEntityId:XF\Mvc\Entity\Entity:private] => 49
[rootClass:protected] => XF\Entity\Node
[_useReplaceInto:protected] =>
[_newValues:protected] => Array
(
)
[_values:protected] => Array
(
[node_id] => 2
[title] => SemiWiki Main Forum ( Ask the Experts! )
[description] => Post your questions to the experts here!
[node_name] =>
[node_type_id] => Forum
[parent_node_id] => 1
[display_order] => 1
[display_in_list] => 1
[lft] => 2
[rgt] => 3
[depth] => 1
[style_id] => 0
[effective_style_id] => 0
[breadcrumb_data] => {"1":{"node_id":1,"title":"Main Category","depth":0,"lft":1,"node_name":null,"node_type_id":"Category"}}
[navigation_id] =>
[effective_navigation_id] =>
)
[_relations:protected] => Array
(
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[populated:protected] => 1
)
better_recent_comments-2
Widget_Better_Recent_Comments Instance: 2Array
(
[title] => Recent Article Comments
[number] => 10
[avatar] =>
[date] => 1
[comment] => 1
[link] => 1
[display_widget_mobile] => 1
[rw_opt] => Array
(
[widget_select] => 1
[others_front_page] => 1
[pageid_275979] => 1
)
[rw_opt_exclude] => Array
(
[pageid_274493] => 1
)
)
Widget_Better_Recent_Comments
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