Three things you should know about designHUB!

Three things you should know about designHUB!
by Daniel Nenni on 03-13-2019 at 7:00 am

One of the key growth areas for the semiconductor ecosystem is IP which of course includes IP related EDA software. In May of 2017 design management/collaboration expert (one of my personal favorite EDA companies) ClioSoft announced designHUB[SUP]®[/SUP] for IP management and re-use. Using designHUB, semiconductor companies… Read More


Interview with Bob Smith, Executive Director of the ESD Alliance

Interview with Bob Smith, Executive Director of the ESD Alliance
by Daniel Nenni on 02-26-2019 at 7:00 am

Image RemovedBob Smith is executive director of the ESD (for electronic system design) Alliance that many Semiwiki readers will remember as the EDA Consortium. As Bob explains, the semiconductor industry is changing and evolving, and the electronic system design ecosystem with it. I encourage you to take a break from what you’… Read More


Physical Design for Secure Split Manufacturing of ICs

Physical Design for Secure Split Manufacturing of ICs
by Daniel Nenni on 02-19-2019 at 12:00 pm

Semiconductors are not only critical to modern life, semiconductors are critical to National Security. Now that leading edge semiconductor foundries have left the United States one of the more pressing challenges is secure semiconductor manufacturing. This applies to all countries of course so let’s take a look at the International… Read More


Doesn’t sound like a recovery anytime in 2019

Doesn’t sound like a recovery anytime in 2019
by Robert Maire on 02-18-2019 at 7:00 am

Image RemovedAMAT reported a more or less in line quarter with revenues of $3.75B and Non-GAAP EPS of $0.81 versus street expectation of $0.79 and revenues of $3.71B. Guidance came in well below the street with revenues expected between $3.33B to $3.63B and Non-GAAP EPS from $0.62 to $0.70 versus expectations of $3.66B and $0.77.… Read More


TSMC and Apple Aftermath

TSMC and Apple Aftermath
by Robert Maire on 01-21-2019 at 7:00 am

Image RemovedTSMC reported an in line quarter, as expected and also reported down Q1 guidance, also as expected. The only thing some investors may have been caught off guard about is the magnitude of the expected drop, 14%, from $9.4B to $7.35B. This is the largest quarter over quarter drop for TSMC in a very long time. Importantly… Read More


Samsung pre-announces miss on weak memory and phones

Samsung pre-announces miss on weak memory and phones
by Robert Maire on 01-09-2019 at 7:00 am

Image RemovedIt should come as no big surprise that Samsung will miss its Q4 numbers. The company pre announced that profits will be 10.8T KWON (about $9.7B ) versus the 13.2T KWON analysts had predicted, close to a 20% miss. This number is also down about 39% sequentially. Revenue at 59T KWON instead of expected 62.8T KWON and down… Read More


CES 2019: Dashboard Dreams

CES 2019: Dashboard Dreams
by Roger C. Lanctot on 01-06-2019 at 8:00 am

The annual trek to Las Vegas arrives this year with visions of sinusitis, chapped lips, flat feet and new concepts for automotive cockpit systems. It is no coincidence that the plaza in front of the Las Vegas Convention Center is dominated by automotive exhibits – along with multiple automated driving demonstrations across the… Read More


CAPEX Cuts and Microns Memory Markdown

CAPEX Cuts and Microns Memory Markdown
by Robert Maire on 12-21-2018 at 7:00 am

Image RemovedFor those who have been paying any attention to the semiconductor industry its no surprise that memory demand and therefore pricing is down from its peak earlier in the year. Its not getting better any time fast.

After several strong years of demand and pricing, which was followed by enormous CAPEX spending we are seeing… Read More


AMAT and the Jinhua Jinx!

AMAT and the Jinhua Jinx!
by Robert Maire on 11-18-2018 at 7:00 am

Image RemovedApplied Materials reported a just “in line” quarter but guidance was well below street expectation. AMAT reported EPS of $0.97 and revenues of $4.01B versus street of $0.97 and $4B. Guidance missed the mark by a wide margin with revs of $3.56 to $3.86 and EPS of $0.75 to $0.83 versus already reduced street… Read More


The Shape of Semiconductor Things to Come

The Shape of Semiconductor Things to Come
by Robert Maire on 10-15-2018 at 7:00 am

Image RemovedGiven that the semiconductor industry is clearly in the midst of a down cycle (even though there are cycle deniers, also members of the flat earth society…), most investors and industry participants want to know the timing of the down cycle and the shape of the recovery as we want to know when its safe to buy the … Read More