Dan and Mike are joined by Ray Zinn, the longest serving CEO in Silicon Valley. Join us for a tour of the very beginnings of the semiconductor industry and the rise of the fabless movement. Beyond a historical perspective, Ray also discusses the importance of semiconductor technology and its impact on the world, governments and … Read More
Semiconductor production can’t be turned on and off like a switch
Semiconductor fabs have to run 24/7 to make money. They have to be running full all the time to fully utilize the high running costs and in the case of new fabs, high capital costs.
Unlike a brake pad factory hat can hire and fire people at will and source readily … Read More
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
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
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
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 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
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
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
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
