Tag: semiconductor

2022 WLI Women In Semiconductor Hardware (WISH) Conference

2022 WLI Women In Semiconductor Hardware (WISH) Conference
by Admin on 09-13-2022 at 12:00 am

The annual Women in Semiconductor Hardware (WISH) Conference is GSA WLI’s flagship event bringing together industry luminaries, entrepreneurs, and university women in STEM. WISH showcases the changing face of technology and offers awards celebrating the women who have helped to break the glass ceiling and those who are … Read More

Foundations of Semiconductor Power Integrity Analysis and Simulation

Foundations of Semiconductor Power Integrity Analysis and Simulation
by Admin on 07-07-2022 at 12:00 am

The SEVENTH installment of the Ansys HFSS Foundation webinar series is here! In this webinar, you will gain a deeper understanding of the mathematical underpinnings of Redhawk-SC and its application in Power analysis and Power integrity.

July 7, 2022
11 AM EDT / 4 PM BST / 8:30 PM IST

Venue:
Online

About this Webinar

This webinar

… Read More
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Semiconductors Weakening in 2022

Semiconductors Weakening in 2022
by Bill Jewell on 06-18-2022 at 6:00 am
Categories: Semiconductor Intelligence, Semiconductor Services
5 Comments

June 2022 companies

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More

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Design IP Sales Grew 19.4% in 2021, confirm 2016-2021 CAGR of 9.8%

Design IP Sales Grew 19.4% in 2021, confirm 2016-2021 CAGR of 9.8%
by Eric Esteve on 05-05-2022 at 6:00 am
Categories: Alphawave, Arm, Cadence, IP, IPnest, Semiconductor Services, Synopsys

Table IP 2020 2021 1

Design IP Sales reached $5.45B in 2021, or 19.4% YoY after 16% in 2020, on-sync with semiconductor growth of 26.2% in 2021 according to WSTS. IPnest has released the “Design IP Report” in May 2022, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O,… Read More

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Semiconductor Earnings Roundup

Semiconductor Earnings Roundup
by Doug O'Laughlin on 02-20-2022 at 10:00 am
Categories: Events, Semiconductor Services
2 Comments

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ON, ACLS, RMBS, AOSL, CAMT, ICHR, ONTO, SUMCO, and more!

SUMCO was the best call I read this quarter. There were many great bits of information but I want to start with the stat that really shocked me.

First of all, with regard to the LTAs out to 2026 and whether we did make progress in the last 3 months, that is correct. In the last 3 months,

… Read More
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KLAC- Great quarter and year – March Q is turning point of supply chain problem

KLAC- Great quarter and year – March Q is turning point of supply chain problem
by Robert Maire on 01-30-2022 at 10:00 am
Categories: Semiconductor Advisors, Semiconductor Services
1 Comment

KLAC Foundry Logic

-KLAC – great QTR & calendar year but supply chain impacted
-Management feels supply chain to improve after March Q
-Demand remains strong, driven by foundry/logic
-Process management is next best place in industry after litho

Great end to calendar year

KLA reported revenues of $2.53B with non GAAP EPS of $5.59 nicely… Read More

Podcast EP49: Where Semifore fits in the design flow

Podcast EP49: Where Semifore fits in the design flow
by Daniel Nenni on 11-17-2021 at 10:00 am

Dan and Mike are joined by Rich Weber, co-founder and CEO of Semifore. Rich describes what the hardware/software interface is, where it fits in the design flow and the importance of a well-documented and robust design. He touches on industry standards, where they help and how Semifore’s products complete the flow. RIch … Read More

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Design Planning and Optimization for 3D and 2.5D Packaging

Design Planning and Optimization for 3D and 2.5D Packaging
by Tom Dillinger on 10-25-2021 at 6:00 am
Categories: Cadence, Chiplet, EDA

platform

Introduction

Frequent SemiWiki readers are aware of the growing significance of heterogeneous multi-die packaging technologies, offering a unique opportunity to optimize system-level architectures and implementations. The system performance, power dissipation, and area/volume (PPA/V) characteristics of a multi-die… Read More

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ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact

ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact
by Robert Maire on 10-24-2021 at 6:00 am
Categories: Semiconductor Advisors, Semiconductor Services
1 Comment

ASML Report 2021

ASML great QTR but supply chain will limit acceleration
Products are most complex with most extensive supply chain
Long term position fantastic but investors will be nervous
300M pushouts in DUV with EUV still on track

Good quarter but yellow caution flag is out for supply chain concerns

ASML reported great revenues of Euro5.2B… Read More

WAFERS TO WALL STREET—A Semiconductor Outlook

WAFERS TO WALL STREET—A Semiconductor Outlook
by Admin on 10-22-2021 at 12:00 am

October 22, 2021

Time

8:30 am – 11:00 am

Location

Virtual Event, Pacific Time
United States

Emerging Markets & Technologies Driving Significant Investment Globally

Major investments are developing in semiconductor fab capacity expansion globally and North America. Join industry colleagues online Friday, October

… Read More