Podcast EP175: The Complexities of Compliance for a Worldwide Supply Chain with Chris Shrope

Podcast EP175: The Complexities of Compliance for a Worldwide Supply Chain with Chris Shrope
by Daniel Nenni on 08-04-2023 at 10:00 am

Dan is joined by Chris Shrope. Chris leads high tech product marketing at Model N, a compliance leader for high-tech manufacturers. Chris has deep experience defining product market fit and related new product development activities. He received his MBA and holds certifications in Economics, Law, Product Management and Marketing.… Read More


LAM Not Yet at Bottom Memory Worsening Down 50%

LAM Not Yet at Bottom Memory Worsening Down 50%
by Robert Maire on 04-24-2023 at 10:00 am

LAM RESEARCH Vantex external chamber lrg 300x300

-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report

Lam comes in above grossly already reduced expectations
and misses on guidance

We always … Read More


Gordon Moore’s legacy will live on through new paths & incarnations

Gordon Moore’s legacy will live on through new paths & incarnations
by Robert Maire on 03-25-2023 at 6:00 pm

Gordon Moore RIP

-Gordon Moore’s passing reminds us of how far we have come
-One of many pioneers of chip industry-but most remembered
-The most exponential & ubiquitous industry of all times
-“No exponential is forever”- Gordon Moore was an exponential

Remembering Gordon Moore

He will be remembered most for his observation… Read More


Lam chops guidance, outlook, headcount- an ugly, long downturn- memory plunges

Lam chops guidance, outlook, headcount- an ugly, long downturn- memory plunges
by Robert Maire on 01-31-2023 at 2:00 pm

Lamb chops

-Lam Research chops guidance, outlook & headcount sharply
-Further declines as 2023 will be H1 weighted- No end in sight
-System sales cut by more than half as even service is cut
-Memory is the culprit as expected-Forcing business “reset”

A sad sounding conference call….

While Lam reported a good December,… Read More


CEO Interview: Matt Genovese of Planorama Design

CEO Interview: Matt Genovese of Planorama Design
by Daniel Nenni on 01-13-2023 at 6:00 am

Matt Genovese

Matt Genovese is the founder and CEO of Planorama Design, bringing over 25 years of career experience in high-tech, spanning semiconductors, hardware, IoT, IT, and software product development.  He has a strong track record of planning, launching, and shipping products that work.  Matt’s company, Planorama Design, is a softwareRead More


Are EDA companies failing System PCB customers?

Are EDA companies failing System PCB customers?
by Rahul Razdan on 10-31-2022 at 6:00 am

figure1 5

Electronic Design Automation (EDA) is a critical industry which enables the development of electronic systems.  Traditionally, EDA has been bifurcated into two distinctive market segments: Semiconductor and Systems (PCB).   If one were to look at the EDA industry in the early 1970’s, one would find significant capabilities… Read More


KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact

KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact
by Robert Maire on 10-30-2022 at 5:00 pm

KLA SemiWiki 2022

-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA

KLAC reports strong quarter and good guide

Revenues were $2.7B with EPS of $7.06 versus street… Read More


Clock Aging Issues at Sub-10nm Nodes

Clock Aging Issues at Sub-10nm Nodes
by Daniel Payne on 10-20-2022 at 10:00 am

IC failure rate chart, clock aging

Semiconductor chips are all tested prior to shipment in order to weed out early failures, however there are some more subtle reliability effects that only appear in the longer term, like clock aging. There’s even a classic chart that shows the “bathtub curve” of failure rates over time:

If reality and expectations… Read More


Why China hates CHIPS

Why China hates CHIPS
by Craig Addison on 09-05-2022 at 6:00 am

Joe Bidden CHIPS Act 2022

The CHIPS and Science Act has its fair share of critics, with detractors calling it corporate welfare for “losers” like Intel, or lacking guardrails to prevent companies making legacy chips in China.

One of the most vocal opponents of the act has been China’s communist-ruled government.

CHIPS – an acronym for Creating Helpful … Read More