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
Tag: semiconductor
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
Semiconductor Security and Sleep Loss
One of the semiconductor topics that keeps me up at night is security. We track security related topics on SemiWiki and while the results are encouraging, we still have a very long way to go. Over the last three years we have published 148 security related blogs that have garnered a little more than 400,000 views. Security touches … Read More
2018 Semiconductor Year in Review
Strong Overall Market Growth but a Slowdown Looms
After six years of single digit percentage growth in the overall semiconductor market, 2017 saw almost 22% growth and 2018 year-to-date is up roughly 17% (based on numbers published by the world semiconductor trade statistics). The big growth driver the last two years has been … Read More
The Disconnect Between Semiconductor and Semiconductor Equipment Revenues
Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More
Automotive is setting the goalposts for next generation designs
Automotive applications are having a tremendous influence on semiconductor design. This influence is coming from innovations in cloud computing, artificial intelligence, communications, sensors that all serve the requirements of the automotive market. It should come as no surprise that ADAS and autonomous driving are … Read More
Semiconductor, EDA Industries Maturing? Wally Disagrees
Wally Rhines (President and CEO of Mentor, A Siemens Business) has been pushing a contrarian view versus the conventional wisdom that the semiconductor business, and by extension EDA, is slowing down. He pitched this at DVCon and more recently at U2U where I got to hear the pitch and talk to him afterwards.
What causes maturing is… Read More
Intel to buy Micron – Trump Blocks IC Equipment Sales to China – Broadcom Fighting for QCOM
It has been reported over the holiday weekend that Intel is in talks with Micron over a proposed merger that would value Micron at $70 per share in a deal of a combination of stock and cash for Micron shareholders. It is said that the boards of both companies have already approved the deal.
Intel’s CEO Brian Krzanich said, “We… Read More
Is there anything in VLSI layout other than “pushing polygons”? (7)
The time is 1995 and my mandate as Layout Manager is to grow my team. I advertised everywhere but there were no experienced people in Canada that I can hire so the solution was back to training. I was the trainer a few times in Israel in MSIL but there we had a very organised material for layout, UNIX, software, etc. We had exercises, tests,… Read More
EDA and Semiconductor — Is There Growth In The Ecosystem?
The semiconductor industry has gone through several major transitions driven by different dynamics such as shift in business models (fab-centric to fab-less), product segmentation (system design house, IP developers) and end market applications (PC to cloud; and recently, to both automotive and Internet of Things — IOT’s,… Read More
