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
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,
-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
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
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
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
Dan is joined by Alex Yoon, head of strategic and emerging technologies at Intermolecular. Dan and Alex explore the application of Intermolecular’s materials research capabilities, including their prototype fab in the Bay Area.
The views, thoughts, and opinions expressed in these podcasts… Read More
The shortage of semiconductors for automotive applications is getting worse. Recent statements from major automakers:
Due to the higher energy of EUV (13.3-13.7 nm wavelength) compared to ArF (193 nm wavelength) light, images produced by EUV are more susceptible to photon shot noise.
Figure 1. (Left) 40 nm dense (half-pitch) line image projected onto wafer at 35 mJ/cm2; (Right) 20 nm dense (half-pitch) line image projected onto wafer at 70 mJ/cm2.… Read More
Dan is joined by Wally Rhines to discuss funding approaches for semiconductor startups. Wally has led a fundraising effort for a fabless semiconductor startup for the last year. His experience is useful for others who are trying to raise funding for promising semiconductor startups.
Wally Rhines is widely recognized as an expert
