2020 GSA Silicon Leadership Summit

2020 GSA Silicon Leadership Summit
by Admin on 11-10-2020 at 12:00 am

Silicon Leadership Summit

The 2020 Silicon Leadership Summit is GSA’s global technology and business conference and a unique platform that brings together over 250 senior executives across the expanded semiconductor ecosystem at the intersection of semiconductors, software, systems, solutions, and services for two-days

Read More

Coronavirus Remains Good for Semiconductors but not China

Coronavirus Remains Good for Semiconductors but not China
by Robert Maire on 10-25-2020 at 6:00 am

COVID Semiconductors
  • 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


The Most Interesting CEO in Semiconductors!

The Most Interesting CEO in Semiconductors!
by Daniel Nenni on 10-21-2020 at 6:00 am

GTC 2020 Lip Bu Tan

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 is Strong Because TSMC is Hot!

ASML is Strong Because TSMC is Hot!
by Robert Maire on 10-15-2020 at 10:00 am

TSMC ASML EUV 2020
  • 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


2020 GSA European Executive Forum

2020 GSA European Executive Forum
by Admin on 10-01-2020 at 12:00 am

POSTPONED

Reshaping Industries, Transforming Societies

While consumers get the latest gadgets, the industrial sector – large and diverse, encompassing a broad array and variety of companies and services – is where the latest technologies always had the greatest impact, fuelling productivity and growth in the whole economy.… Read More


IP SoC China 20 September 15th, 2020 A virtual Event

IP SoC China 20 September 15th, 2020 A virtual Event
by Daniel Nenni on 09-15-2020 at 8:00 am

Why IP SoC China 20?

China is the largest and fastest growing semiconductor market in the world and at the same time, the semiconductor world has to face a worldwide fast evolution, never seen before, in terms of new applications (IoT, Artificial Intelligence, Automotive etc.)

The SoC (System on Chip), Asic (Application specific… Read More


PCI Express in Depth – Transaction Layer

PCI Express in Depth – Transaction Layer
by Luigi Filho on 09-06-2020 at 7:00 am

PCI Express in Depth Transaction Layer

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


PCI Express in Depth – Data Link Layer

PCI Express in Depth – Data Link Layer
by Luigi Filho on 09-06-2020 at 6:00 am

PCI Express in Depth Data Link Layer

In the last article, i wrote about the physical layer, now let’s take a look in the next layer the data link layer.

The Data Link Layer serves as the “gatekeeper” for each individual link within a PCI Express system. It ensures that the data being sent back and forth across the link is correct and received in the same order it

Read More

Semiconductors Not as Bad as Expected!

Semiconductors Not as Bad as Expected!
by Bill Jewell on 08-24-2020 at 4:00 pm

img 5f444eedf131d

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