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

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Semiconductors Not as Bad as Expected!

Semiconductors Not as Bad as Expected!
by Bill Jewell on 08-24-2020 at 4:00 pm

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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

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ASML More Covid Concerns and Impact

ASML More Covid Concerns and Impact
by Robert Maire on 07-19-2020 at 6:00 am

ASML Covid
  • Covid related Revenue Rec causes rev/EPS miss
  • Sharp order drop reflects H2 industry uncertainty
  • EUV remains solid- Memory/Logic mix is better

Results were in line after correcting Covid Caused Revenue Rec issue-
ASML reported revenues of Euro3.3B and EPS of Euro1.79 as revenues from two EUV systems was not recognized, due to … Read More


Achronix Blog Roundup!

Achronix Blog Roundup!
by Daniel Nenni on 07-09-2020 at 10:00 am

Achronix Speedcore

Blogging is not an easy thing to do. It takes time, patience, commitment, and creativity. SemiWiki brought blogging to the semiconductor industry and many companies have followed. Very few have been successful with personal or corporate blogs but as a premier semiconductor blogger I have developed a proven recipe over the last… Read More


A Vibrant Semiconductor Manufacturing Model for the US

A Vibrant Semiconductor Manufacturing Model for the US
by Scott Jewler on 06-30-2020 at 10:00 am

Semiconductor Revenue 2019

Having spent the last 30 years in semiconductor manufacturing, eight years of this living and working in Asia, it is both exciting and unsettling to see renewed political interest in the revitalization of this industry in the United States. Gone are the days of ‘It doesn’t make any difference whether a country makes computer chipsRead More


Interview with Altair CTO Sam Mahalingam

Interview with Altair CTO Sam Mahalingam
by Daniel Nenni on 06-29-2020 at 10:00 am

altair cto sam mahalingam RGB

In this interview we talk with Sam Mahalingam, chief technology officer at Altair, about gaining a competitive edge with software that’s built to handle high-throughput workloads like chip design and electronic design automation (EDA). Altair is a global technology company providing solutions in product development, high-performance… Read More