Is a Semiconductor Equipment Pause Coming?

Is a Semiconductor Equipment Pause Coming?
by Robert Maire on 08-03-2025 at 10:00 am

John Maire SemiWiki

– 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

Nice quarter but expected
Read More

Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside

Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside
by Robert Maire on 07-29-2025 at 6:00 am

Elon Musk Samsung Tesla

– 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 More

Why I Think Intel 3.0 Will Succeed

Why I Think Intel 3.0 Will Succeed
by Daniel Nenni on 07-28-2025 at 6:00 am

Intel 3.0 Logo SemiWiki

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

Agile Analog Update at #62DAC
by Daniel Payne on 07-21-2025 at 10:00 am

agile analog min

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

CEO Interview with Dr. Noah Sturcken of Ferric
by Daniel Nenni on 06-30-2025 at 10:00 am

Noah Sturcken headshot

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!

The Sondrel transformation to Aion SIlicon!
by Daniel Nenni on 06-20-2025 at 7:00 am

1747740149443

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

SMC 2025 – The Strategic Materials Conference
by Admin on 06-10-2025 at 3:48 pm

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

TSMC 2025 China Technology Symposium 2025
by Admin on 06-10-2025 at 2:57 pm

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,
Read More

TSMC Technology Symposium Japan 2025

TSMC Technology Symposium Japan 2025
by Admin on 06-10-2025 at 2:55 pm

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
Read More

Analog Bits at the 2025 Design Automation Conference #62DAC

Analog Bits at the 2025 Design Automation Conference #62DAC
by Daniel Nenni on 06-10-2025 at 6:00 am

Analog Bits at the 2025 Design Automation Conference

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