SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC

SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC
by Robert Maire on 07-12-2024 at 6:00 am

Semicon West SF

– 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

Report from SEMICON West

The crowds at Semicon West were both… Read More


Supply Chain Verification: Critical Enabler for Next-Generation Medtech Innovations

Supply Chain Verification: Critical Enabler for Next-Generation Medtech Innovations
by Bob Smith on 07-03-2022 at 6:00 am

SEMICON West Panel

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 is Semicon Less

Semicon West is Semicon Less
by Robert Maire on 12-15-2021 at 10:00 am

Semicon West 2021
  • Semicon West was Semicon Less- Less Customers & Vendor
  • Everyone is busy as can be, maybe too busy to attend
  • Those who were there, talk about supply chain issues & stress
  • How long does the party last & where the money comes from?

Semicon West was Semicon Less….

We attended a “Hybrid” version of Semicon… Read More


Hopes of a 2020 recovery but nothing solid yet

Hopes of a 2020 recovery but nothing solid yet
by Robert Maire on 08-18-2019 at 6:00 am

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


Lam beats reduced guide as 2019 is done and 2020 is just a hope!

Lam beats reduced guide as 2019 is done and 2020 is just a hope!
by Robert Maire on 08-02-2019 at 4:00 am

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


Semicon West was sluggish with hopes of 2020 recovery

Semicon West was sluggish with hopes of 2020 recovery
by Robert Maire on 07-17-2019 at 6:00 am

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

Read More

SEMICON West 2019 – Day 1 – Imec

SEMICON West 2019 – Day 1 – Imec
by Scotten Jones on 07-15-2019 at 10:00 am

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


China Innovation Forum and ES DESIGN West

China Innovation Forum and ES DESIGN West
by Daniel Nenni on 03-15-2019 at 7:00 am

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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


Interview with Bob Smith, Executive Director of the ESD Alliance

Interview with Bob Smith, Executive Director of the ESD Alliance
by Daniel Nenni on 02-26-2019 at 7:00 am

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