The Impact of Future Mobility Disruptions on the Semiconductor Design Ecosystem

The Impact of Future Mobility Disruptions on the Semiconductor Design Ecosystem
by Daniel Nenni on 08-20-2020 at 10:00 am

Future mobility disruptions include the development of autonomous and connected vehicles, electric powertrains, and shared mobility solutions. These trends will shape and impact the semiconductor design value chain:

• Development of autonomous vehicles will impact chip design, verification, and IP through demand for … Read More


Intel 10nm SuperFin Technology!

Intel 10nm SuperFin Technology!
by Daniel Nenni on 08-17-2020 at 6:00 am

Refining FinFet Intel SuperFin

I made it through the Virtual Intel Architecture Day last week and much to my surprise it was very well done. Virtual events have been hit and miss but this one was definitely a hit. Great content, approachable experts, a glitch-free experience. The mainstream media has been redundantly covering it so let me add my many years of experience,… Read More


Should India Invest in Semiconductor Manufacturing?

Should India Invest in Semiconductor Manufacturing?
by Terry Daly on 08-11-2020 at 6:00 am

Semiconductors Made in India

Cyber security, economic growth, government leadership and industry support must be weighed

The debate
A healthy public debate is underway as to whether India should invest in semiconductor manufacturing. PVG Menon, former chair of the India Electronics and Semiconductor Association, supports the objective as part of a full… Read More


KLAC Solid QTR and Guide With No China Worries

KLAC Solid QTR and Guide With No China Worries
by Robert Maire on 08-09-2020 at 8:00 am

Robert Maire

KLA reports excellent June & Better Sept Guide-
Orbotech Diversification Helps provide growth-
Mix is perfect-China working fine-
Foundry is solid-

Solid execution and Financials
KLAC reported $1.46B in revenues and $2.73 Non GAAP with gross margins of 60.3%. That is versus expectations of $1.42B and EPS of $2.41…a… Read More


EUV faces Scylla and Charybdis

EUV faces Scylla and Charybdis
by Fred Chen on 08-03-2020 at 6:00 am

EUV faces Scylla and Charybdis

It is now time for the EUV community to realize they are caught between the proverbial Scylla and Charybdis. In Greek mythology, the two monsters terrorized ships that were unlucky enough to pass between them. By avoiding one, you approached the other.

S for Scylla, or Stochastics

Scylla was a former beautiful nymph turned into

Read More

LRCX Strong Beat and Guide

LRCX Strong Beat and Guide
by Robert Maire on 08-02-2020 at 6:00 am

Robert Maire

Lam reported strong beat & guide, memory returns-
China trade and Covid impact near zero-
Looking at a strong H2 with WFE in mid $50B+-

Back on Cruise Control

Lam reported a great quarter, easily beating expectations coming in at $2.79B and $4.78 in non GAAP EPS-
Guide is for $3.1B +-$200M and EPS of $5.06+-$0.40-
Margins and all… Read More


Imec Technology Forum and ASML

Imec Technology Forum and ASML
by Scotten Jones on 07-30-2020 at 6:00 am

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On Thursday July 9 Imec held a virtual technology forum. Imec is one of the premier research organizations working on semiconductor technology and their forums are always interesting. My area of interest is process technology and the following are my observation in that area from the forum.

Luc Van Den Hove
Luc Van Den Hove is the… Read More


System-level Power and Performance Optimization of AI SoC Architectures

System-level Power and Performance Optimization of AI SoC Architectures
by Daniel Nenni on 07-22-2020 at 10:00 am

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The investment into tackling AI hardware acceleration has grown at breakneck speeds, with many vendors starting 2nd, 3rd, or 4th generation designs. Due to the fierce competition and ever-growing application opportunities for AI, machine learning algorithms, and compilers, architectures are evolving rapidly and branching… Read More