Dan and Mike are joined by industry luminary Jim Hogan. In a rare interview, Jim talks about his life – how he got into semiconductors, EDA and venture investing. Jim’s time at Cadence as well as his work at ARM are explored. Jim also provides a concise and informative overview of how venture investing works. The podcast… Read More
The goal of this Podcast Series is to bring semiconductor experts together to get to the truth about the matter at hand. We’ll get right to the point and not exceed 30 minutes of your time. If you have a topic you would like us to cover please post it on SemiWiki.com and we will get right to it.
After introductions from Daniel Nenni and his… Read More
- LCRX puts up a solid QTR and slightly soft guidance
- China Concerns weigh on future but COVID remains driver
- Memory spend could be better & help offset China
Solid September Quarter
Lam reported Non GAAP EPS of $5.67 versus $5.19 street and Revenues of $3.18B which was $70M better than street expectations. Lam obviously does … Read More
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
- ASML has strong quarter lead by great Taiwan and EUV
- EUV “crossed over” DUV as revenue leader- signaling new era
- Taiwan doubles, China grows, Korea weaker, US further behind
ASML hits great numbers
ASML reported revenues of Euro 4B, with income of Euro 2.54EPS, both beating estimates handily. Ten EUV systems were … Read More
In the last article i write about the Data Link Layer, in this article i’ll write about the Transaction Layer.
This layer’s primary responsibility is to create PCI Express request and completion transactions. It has both transmit functions for outgoing transactions, and receive functions for incoming transactions.… Read More
In the early stages of the global COVID-19 pandemic, most forecasters expected the semiconductor market to decline in 2020, including our May Semiconductor Intelligence projection of a 6% drop. However, the semiconductor market has shown surprising strength so far this year. WSTS reported the 2Q 2020 semiconductor market … Read More
An exceptional customer experience starts before the sale. Successful companies realize it never ends. Dedicated post-sales support and a robust ecosystem for aftermarket product extensions are ingredients that tend to delight the customer. These comments are relevant in the consumer sector, but they apply to high tech as… Read More