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


Webinar: Trends Towards Regional and National Semiconductor and MEMS Supply Chains

Webinar: Trends Towards Regional and National Semiconductor and MEMS Supply Chains
by Admin on 01-10-2023 at 1:52 pm

This comprehensive five-hour workshop will feature 170+ slides developed and presented by Dr. Doug Sparks, President of M2N Technologies. The workshop will offer an overview of the semiconductor and MEMS supply chains, and will cover the following topics:

1) Review the global semiconductor and MEMS supply chains and recent… Read More


Webinar: Successful Management of Semiconductor Intellectual Property

Webinar: Successful Management of Semiconductor Intellectual Property
by Admin on 11-16-2022 at 11:56 am

Overview:

Do you develop, procure or distribute semiconductor intellectual property (IP) within your enterprise? If so, how is the IP managed? In this 30-minute presentation, we will show you a solution, which has been adopted by large institutions, by creating a catalog of all your IP and aid you through the process of publishing

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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