VLSIT Conference – imec on CFETs

VLSIT Conference – imec on CFETs
by Scotten Jones on 07-16-2018 at 12:00 pm

The 2018 VLSI Technology conference was held in Hawaii in June and is one of the premier conferences covering integrated circuit process technology and circuit design. The Complementary FET (CFET) is an emerging option to continue logic scaling into the next decade. At the conference imec, GLOBALFOUNDRIES, Tokyo Electron and… Read More


Samsung Sloppy Sailor Spending Spree!

Samsung Sloppy Sailor Spending Spree!
by Robert Maire on 07-31-2017 at 12:00 pm

Last week, TEL (which is the Japanese equivalent to AMAT & LRCX) reported a June quarter which saw revenues drop to 236B Yen from March’s 261B Yen and saw earnings drop from March’s 47B Yen to June’s 41B Yen, a respective 9.3% decrease and a 12.8% decrease in earnings.

We don’t think this is attributable… Read More


KLAC & LRCX – Fall Out from the deal Falling Apart (1 of 3)

KLAC & LRCX – Fall Out from the deal Falling Apart (1 of 3)
by Robert Maire on 10-09-2016 at 7:00 am

The odds of deal completion has fallen to low levels. Whats the fallout on the companies and stocks? Is there life after a failed merger?

“A quagmire wrapped up inside an enigma” – LRCX & KLAC’s merger is the talk of the town, both in the semiconductor equipment industry as well as DOJ watchers in Washington… Read More


Intel Goes After Broadcom

Intel Goes After Broadcom
by Robert Maire on 04-01-2015 at 1:00 pm

Intel continues shopping spree with Broadcom
AMAT drops TEL merger due to high remedy cost
Global Foundries wins Apple A9 business at 20nm for 6S & “6C”

Intel follows Altera with Broadcom chaser…..
Sources in the industry have confirmed that Intel is advanced discussions to acquire Broadcom, following… Read More


The Semiconductor Landscape – III

The Semiconductor Landscape – III
by Pawan Fangaria on 01-20-2014 at 12:30 pm

In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More