– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking
Tag: tsmc
Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside
– Musk chip lifeline to Samsung comes with interesting strings attached
– Musk chose Samsung over Intel-What does that say about Intel?
– Musk will hold sway over Samsung much as Apple/NVDA over TSMC
– Will Musk do a “DOGE” on chip tool makers? How much influence?
Tesla/Samsung $16.5B deal
… Read MoreWhy I Think Intel 3.0 Will Succeed
Probably one of the most anticipated semiconductor investor calls was held last week and it did not disappoint. It was Lip-Bu Tan’s first full quarter since he took over as CEO. In the resulting discussions on the SemiWiki Forum I am viewed as overly optimistic of Intel’s recent pivot. That is true, I am optimistic, but my observations… Read More
Agile Analog Update at #62DAC
On the last day of DAC 2025 I met with Chris Morrison, VP of Product Marketing at Agile Analog, to get an update. Their company provides Analog IP, the way you want it, and I knew that they had internal tools and a novel methodology to speed up the development process. This year they have started talking more about their internal IP automation… Read More
CEO Interview with Dr. Noah Sturcken of Ferric
Noah Sturcken is a Founder and CEO of Ferric with over 40 patents issued and 15 publications on Integrated Voltage Regulators. Noah leads Ferric with focus on business development, marketing and new technology development. Noah previously worked at AMD R&D Lab where he developed Integrated Voltage Regulator (IVR) technology.… Read More
The Sondrel transformation to Aion SIlicon!
Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup… Read More
SMC 2025 – The Strategic Materials Conference
The New Era of Materials Innovation
The Strategic Materials Conference—SMC offers valuable content and unprecedented networking opportunities for semiconductor industry professionals who share common strategic objectives on materials innovation, management, and business success.
KEYNOTES—EMD Electronics, Microsoft,… Read More
TSMC 2025 China Technology Symposium 2025
Get the latest on:
- TSMC’s industry-leading HPC, Smartphone, IoT, and Automotive platform solutions to advance the AI future
- TSMC’s advanced logic technology progress on 5nm, 4nm, 3nm, 2nm, A16 processes and beyond
- TSMC 3DFabric® advanced silicon stacking and packaging technology advancement on TSMC-SoIC®, InFO,
TSMC Technology Symposium Japan 2025
Japan Technology Symposium
Date
Wednesday, June 11
Time
10:00 a.m. – 6:00 p.m.
Venue
Pacifico Yokohama North, 1-1-2, Minatomirai, Nishi-ku, Yokohama 220-0012, JAPAN
Registration will be closed on 6/4.
VoD (Video on Demand) will be available starting from 7/3.
Registration will close on 7/25.
Get the latest on:
- TSMC’s
Analog Bits at the 2025 Design Automation Conference #62DAC
Analog Bits attends a lot of events. I know because I see them a lot in my travels. Lately, the company has been stealing the show with cutting-edge analog IP on a broad range of popular nodes and a strategy that will change the way design is done. Analog Bits is quietly rolling out a new approach to system design. One that delivers a holistic… Read More