Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess
The yellow caution flag in the Semi race impacts Lam as well
As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More
Dan and Mike are joined by Malcolm Penn, 50-year semiconductor industry veteran and founder and CEO of Future Horizons. Dan and Mike explore the evolution of the semiconductor supply chain, how we got to the current state of shortages and what the future may hold. Drawing on his substantial knowledge of the industry, Malcolm makes… Read More
Dan is joined by Dylan Patel of Semianalysis.com covering Intel, GF, TSMC, the semiconductor shortage and more. This is a candid discussion between analysts on current semiconductor events.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the… Read More
Gireesh Rajendran is a 2010 MIT TR35 winner from India. He holds 44 issued US patents in RF products and circuit techniques and co-authored 3 ISSCC papers. He completed his B Tech in Electronics from College of Engineering, Trivandrum, India in 2000 and joined Texas Instruments. During his 13 years tenure in TI, he architected and… Read More
Dan and Mike are joined by Michael Johnson (MJ), CTO at NetApp. MJ provides “behind the scene” insights into NetApp technology and how it has quietly revolutionized information storage and management for chip design. The key enabling technologies along with specific use cases are discussed. MJ also discusses moving… Read More
Electronics production continues to recover from the COVID-19 pandemic. However, the recovery is mixed by country. The chart below shows three-month-average (3/12) change versus a year ago in electronics production by local currency for key Asian countries. China was averaging about 10% growth prior to the pandemic. After… Read More
-The semiconductor industry is not to blame its the customers
-How do you fix something that’s not really broken?
-Long taken for granted, semi’s are sexy again
-Pawns in a Political Power Play?
Its not the chip makers that screwed up. It’s the customers that stressed the system beyond breaking
The semiconductor… Read More
Mad scientists have been a staple of Hollywood science fiction since Dr Victor Frankenstein created his eponymous monster in 1931. Pre-pandemic, the Marvel Cinematic Universe was the main source of on-screen geeks-turned-superheroes, from Iron Man’s Tony Stark to Ant Man’s Hank Pym.
When it comes to real-life scientists on… Read More
Equalizers were initially designed and developed for movie theaters and amphitheaters or outdoor areas but now they have become ubiquitous. Equalization is essential for creating professional sound and creating real life like sound effects. Equalizers are used for controlling the energy/loudness of a particular frequency… Read More
