Podcast EP3: Tomorrow’s Semiconductors with Jim Hogan

Podcast EP3: Tomorrow’s Semiconductors with Jim Hogan
by Daniel Nenni on 01-15-2021 at 10:00 am

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


Podcast EP1: Why are Semiconductors so Sexy?

Podcast EP1: Why are Semiconductors so Sexy?
by Daniel Nenni on 01-01-2021 at 10:00 am

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


Coronavirus Remains Good for Semiconductors but not China

Coronavirus Remains Good for Semiconductors but not China
by Robert Maire on 10-24-2020 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


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


How Samtec Puts the Customer First

How Samtec Puts the Customer First
by Mike Gianfagna on 08-05-2020 at 10:00 am

Samtec SnapEDA

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


Semiconductors up in 2020? Not so fast

Semiconductors up in 2020? Not so fast
by Bill Jewell on 07-24-2020 at 6:00 am

Semiconductor Forecast 2H 2020

Two months ago most forecasts called for a decline in the semiconductor market in 2020 as reported in our Semiconductor Intelligence May 2020 newsletter. The outlook changed in June, as the Worldwide Semiconductor Trade Statistics (WSTS) consensus forecast projected 3.3% growth in 2020. This month IC Insights revised its IC

Read More