AMD Intel TSMC menage a trois and the trouble with trouples

AMD Intel TSMC menage a trois and the trouble with trouples
by Robert Maire on 11-01-2019 at 10:00 am

  • Image RemovedIts “Complicated”- A 3 way Chip Relationship
  • Competing for Wafers, Moore’s Law & Love
  • Who’s Competing with Whom?
  • All’s Fair

The 3 way relationship is more complex than it seems

On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making … Read More


TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution

TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution
by Robert Maire on 10-19-2019 at 6:00 am

Image RemovedTSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!

In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations… Read More


Comparing Applied Materials with Lam Research

Comparing Applied Materials with Lam Research
by Robert Castellano on 10-13-2019 at 8:00 am

Lam Research (NASDAQ:LRCX) will announce its quarterly earnings on October 23, 2019, and Applied Materials (NASDAQ:AMAT) the following month on November 14, 2019. Both companies make equipment used to manufacture semiconductor devices. While private and institutional investors often own both individual stocks, this article… Read More


Semiconductors back to growth in 2020

Semiconductors back to growth in 2020
by Bill Jewell on 09-24-2019 at 11:30 am

The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More


China Winning the Future of the semiconductor industry?

China Winning the Future of the semiconductor industry?
by Bart van Hezewijk on 09-01-2019 at 11:00 am

In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in theRead More


Chapter 2 – Constants of the Semiconductor Industry

Chapter 2 – Constants of the Semiconductor Industry
by Wally Rhines on 07-19-2019 at 6:00 am

In the mid 1980’s, Tommy George, then President of Motorola’s Semiconductor Sector, pointed out to me that the semiconductor revenue per unit area had been a constant throughout the history of the industry including the period when germanium transistors made up a large share of semiconductor revenue.  I began tracking the numbers… Read More


Synchronizing with Sunlin Chou

Synchronizing with Sunlin Chou
by Sunit Rikhi on 05-29-2019 at 1:38 pm

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Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.

Fifty… Read More


Mentor Excitement at 56thDAC!

Mentor Excitement at 56thDAC!
by Daniel Nenni on 05-23-2019 at 10:00 am

Mentor continues to invest in conferences such as DAC, no matter the location, for which I am very grateful. They have a long list of activities this year but I wanted to point out my top three:

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Wally Rhines has a talk in the DAC Pavilion which is first on the list. Wally’s expert industry perspective is the result of tireless… Read More


Chips are the bleeding edge of China trade war Recovery

Chips are the bleeding edge of China trade war Recovery
by Robert Maire on 05-17-2019 at 7:00 am

Image RemovedLast week we warned of a further down leg due to China trade. We were surprised how quickly our prediction came true as it appears we are now in the midst of giving back all the upside built in to stocks based on a peaceful resolution of the trade conflict which obviously isn’t happening.

Many of the semi stocks we … Read More


The Evolution of the Extension Implant Part III

The Evolution of the Extension Implant Part III
by Daniel Nenni on 05-06-2019 at 7:00 am

The problem of traditional FinFET Extension Implant doping concerns the awkward 3-dimensional structure of the fin. Because the Extension Implant defines the conductive electrical pathway between the Source/Drains and the undoped channel portion of the fin, it is essential that the fin be uniformly doped all three of its surfaces… Read More