GLOBALFOUNDRIES Ready for IPO in 2022?

GLOBALFOUNDRIES Ready for IPO in 2022?
by Daniel Nenni on 09-28-2019 at 6:00 am
Categories: Events, Foundries, GLOBALFOUNDRIES
5 Comments

Hard to believe but it’s the 10^th anniversary of Globalfoundries. What a journey this has been. It truly has been an honor to work with GF over the years as they invested many billions of dollars in the fabless semiconductor ecosystem and added a colorful chapter in semiconductor history, absolutely.

We have written hundreds of … Read More

September 6, 2019September 17, 2019

Chapter Nine – Specialization Inhibits System Level Optimization

Chapter Nine – Specialization Inhibits System Level Optimization
by Wally Rhines on 09-06-2019 at 6:00 am
Categories: Wally Rhines
4 Comments

Solving critical customer problems sometimes isn’t enough. One of my most interesting experiences came during the development and rollout of a product that was designed to optimize integration of hardware and embedded software. In this case, the product performed exactly as planned but the plan ignored the organizational… Read More

SemiWiki WEBINAR: The Transformation of the Semiconductor Industry Update!

SemiWiki WEBINAR: The Transformation of the Semiconductor Industry Update!
by Daniel Nenni on 08-15-2019 at 10:00 am

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

Webinar: High-Performance Communications, Delivered

Webinar: High-Performance Communications, Delivered
by Daniel Nenni on 07-11-2019 at 8:00 am

May 30, 2019May 29, 2019

Opening a new front in multi faceted trade war

Opening a new front in multi faceted trade war
by Robert Maire on 05-30-2019 at 5:00 am
Categories: Semiconductor Services
3 Comments

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

May 29, 2019May 30, 2019

Synchronizing with Sunlin Chou

Synchronizing with Sunlin Chou
by Sunit Rikhi on 05-29-2019 at 1:38 pm
Categories: General
2 Comments

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

May 13, 2019June 13, 2019

Re Energizing Silicon Innovation

Re Energizing Silicon Innovation
by Bernard Murphy on 05-13-2019 at 12:00 pm
Categories: AI, Automotive, Events, Intrinsix, Prototyping, S2C Prodigy, Synopsys, TSMC
2 Comments

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

May 9, 2019

Bottom of a Semiconductor Canoe Cycle Shape

Bottom of a Semiconductor Canoe Cycle Shape
by Robert Maire on 05-09-2019 at 12:00 pm
Categories: Semiconductor Advisors, Semiconductor Services

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

April 21, 2019

A Tale of Two Semis

A Tale of Two Semis
by Robert Maire on 04-21-2019 at 7:00 am
Categories: Semiconductor Advisors, Semiconductor Services

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

March 1, 2019

Report from SPIE EUV Update 2019

Report from SPIE EUV Update 2019
by Robert Maire on 03-01-2019 at 7:00 am
Categories: Semiconductor Advisors, Semiconductor Services
2 Comments

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

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