Is the US finally getting truly tough on China? or just a bluff?
Could lead to a global reset of the industry & 10 year retreat?
Tech stocks wings have melted after super heated stock run?
SMIC added to the “naughty” list?
There have been numerous reports that the US is considering adding SMIC to the China “naughty”… Read More
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
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
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
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.
Scylla was a former beautiful nymph turned into
Lam reported strong beat & guide, memory returns-
China trade and Covid impact near zero-
Looking at a strong H2 with WFE in mid $50B+-
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
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
Will/should others follow?
TSMC vs Intel impact?
Moving Apple’s supply chain further overseas
Apples move to self served silicon was no surprise…..
It has been speculated for years and we have talked about it many times. It makes more sense for Apple to have silicon, custom designed for their applications and products… Read More
The overwhelming majority of transistors produced in the world are used in memory cells, either as the memory itself (Flash, SRAM), or as the access device (DRAM). Yet, it is not necessary to have a transistor in every memory cell. In 2015, 3D XPoint, the first major product based on transistor-less memory cells, was announced [1].
Spacer-defined patterning is an expected requirement for advanced semiconductor patterning nodes with feature sizes of 25 nm or less. As the required gaps between features go well below the lithography tool’s resolution limit, the use of cut exposures to separate features is used more often, especially in chips produced… Read More
