Silvaco Talks Atoms to Systems – Where to Next?
At the ES Design West event in San Francisco last week Silvaco’s CTO and EVP of Products, Babak Taheri, gave a presentation titled, “Next Generation SoC Design: From Atoms to Systems”. The time slot for the talk was only 30-minutes which is simply not enough to discuss all the technology Silvaco is providing now. I had not looked closely… Read More
Webinar: High-Performance Communications, Delivered
Opening a new front in multi faceted trade war
We had warned in our May 10th note about the rare earth element risk. It is one of the few remaining leverage points that China has left that has a potentially strong impact on the US much similar to the US’s impact on Huawei and perhaps even worse. Cutting the US off from rare earth elements is clearly worse than cutting Huawei
… Read More
Synchronizing with Sunlin Chou
Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.
Fifty years have … Read More
Re Energizing Silicon Innovation
Hardware is roaring back into prominence in technology innovation, from advanced cars to robots, smart homes and smart cities, 5G communication and the burgeoning electronification of industry, medicine and utilities. While software continues to play a role, all of these capabilities depend fundamentally on advances in … Read More
Bottom of a Semiconductor Canoe Cycle Shape
Nice numbers despite the cycle bottom
KLA put up EPS of $1.80 versus street of $1.67 on revenues of $1.097B versus street of $1.08B. However guidance was weaker than the street was hoping for with a range of $1.21B to $1.29B in revenues generating between $1.55 and $1.85 in non GAAP EPS. This is compared to current street estimates … Read More
A Tale of Two Semis
It was the best of times (for stocks)
It was the worst of times (for memory chips)
The disconnect between stock & chip prices
The Venn Diagram of Stocks and Chips
Having been involved with semiconductor and tech stocks for a long time there has always been a loose correlation between the fortunes of the industry and the fortunes… Read More
Report from SPIE EUV Update 2019
Not as much new – No breakthrough announcements, 300 watts is better than 250 watts – Pellicle Problems, TSMC is EUV king – Third times a charm? We attended this years SPIE Lithography convention in San Jose as we have for many years. Although the show was quite enthusiastic and EUV was the central topic, as it has… Read More
Semiconductor Equipment Companies Facing Significant Headwinds in 2019
In January 2019, the memory market has been hit with a significant amount of negative news.
- On Jan. 15, DRAM manufacturer Nanya Technology reported its Q4 2018 revenue was $551 million, down 30.4% QoQ.
- On Jan. 24, 2019, SK Hynix reported Q4 2018 earnings. Revenues fell 13.7% QoQ to $8.7 billion, while operating profit amounted to
This WEBINAR is a brief presentation on the 2019 revised edition of the popular book “Fabless: The Transformation of the Semiconductor Industry” followed by a Q&A session on the future of the semiconductor industry with co-author and publisher Daniel Nenni. Registered attendees will receive a free PDF version