The Tech week that was February 10-14 2020

The Tech week that was February 10-14 2020
by Mark Dyson on 02-16-2020 at 10:00 am

Semiconductor Weekly Summary 1

The new coronavirus outbreak or COVID-19 outbreak, as it is now officially called, continues to dominate the news again this week as currently there is no end forecast to the outbreak, and infection numbers continue to rise. This will have an impact on semiconductor supplies in the coming months and into Q2 as the necessary restrictions… Read More


The Tech Week that was February 3-7 2020

The Tech Week that was February 3-7 2020
by Mark Dyson on 02-09-2020 at 10:00 am

Semiconductor Weekly Summary 1

In a week where the new coronavirus and it’s impact has dominated the news, here is my weekly summary of the key semiconductor and technology news from around the world that you should know but may have missed.

The new coronavirus in China and worldwide is already causing an impact for the electronics supply chain, potentially affecting… Read More


TSMC Unveils Details of 5nm CMOS Production Technology Platform Featuring EUV and High Mobility Channel FinFETs at IEDM2019

TSMC Unveils Details of 5nm CMOS Production Technology Platform Featuring EUV and High Mobility Channel FinFETs at IEDM2019
by Don Draper on 02-05-2020 at 10:00 am

Diagram of BEOL metallization comparing EUV vs. immersion photolithography

Back in April, 2019, TSMC announced that they were introducing their 5 nm technology in risk production and now at IEDM 2019 they brought forth a detailed description of the process which has passed 1000 hour HTOL and will be in high volume production in 1H 2020.  This 5nm technology is a full node scaling from 7nm using smart scaling… Read More


Logic and Memory Make for a Recovery

Logic and Memory Make for a Recovery
by Robert Maire on 02-03-2020 at 6:00 am

Lam Research 2020
  • LAM- “Logic And Memory” make for a recovery-NAND (Samsung) & Logic (TSMC) + China
  • Great Q4 Results & Q1 guide as memory restarts
  • Logic strength continues-China is crucial to growth
  • 2019 better than expected- 2020 WFE up about 5-8%

Lam reports nice finish to 2019 and start of 2020
The company reported revenues… Read More


The Tech Week that was January 20-24 2020

The Tech Week that was January 20-24 2020
by Mark Dyson on 01-28-2020 at 6:00 am

Semiconductor Weekly Summary 2

Happy Chinese New Year.  Let’s hope the Year of the Rat brings a recovery for the semiconductor industry.  The initial signs are all good with many positive indications in the news this week, but let’s hope the Wuhan coronavirus doesn’t derail the recovery by becoming a global emergency.  To all those based in China stay safe … Read More


TSMC and AMD: Leaders of the Industry (7nm)

TSMC and AMD: Leaders of the Industry (7nm)
by Daniel Nenni on 01-22-2020 at 11:00 am

gcal

Title: TSMC and AMD: Leaders of the Industry

Date: Wednesday, January 22, 2020

Time: 11:00 AM Central Standard Time

Duration: 30 minutes

With the large demand for 7nm products, AMD has united with semiconductor titan TSMC to supply the most advanced technology in the industry.  Join TSMC Head of Global Marketing, Godfrey Cheng,

Read More

TSMC Q4 2019 “2020 Bellwether” Conference Call Summary

TSMC Q4 2019 “2020 Bellwether” Conference Call Summary
by Daniel Nenni on 01-20-2020 at 6:00 am

TSMC Manufacturing Excellence

After returning from a week in Southern China I found the TSMC Q4 2019 conference call even more interesting. In China they are preparing for the New Year’s Celebration so everything is very festive but what struck me hardest was the massive investment in infrastructure and security. Semiconductors are of course a big part… Read More


The Tech Week that was January 13-17 2020

The Tech Week that was January 13-17 2020
by Mark Dyson on 01-19-2020 at 10:00 am

Semiconductor Weekly Summary 1

In a week where the “phase 1” trade deal between US and China was finally signed, here is all the key news from the semiconductor and technology sector around the world.

After 2 years of an ever increasing trade war, the US and China have signed the so called Phase 1 deal aimed at reducing trade frictions.

Just as important as what is … Read More


Samsung spend is up but can it offest TSMC slowing?

Samsung spend is up but can it offest TSMC slowing?
by Robert Maire on 01-17-2020 at 6:00 am

TSMC Wafer

Samsung is warming up and spending again
Samsung gave its preliminary report for Q4 and it was well better than prior muted expectations. It doesn’t take long for Samsung’s business units to respond to business trends in either direction and we have already heard of increased spending plans on the part of Samsung.… Read More


The Tech Week that was January 6-10 2020

The Tech Week that was January 6-10 2020
by Mark Dyson on 01-13-2020 at 6:00 am

Semiconductor Weekly Summary

Happy New Year to everyone.. lets hope 2020 is a great year.. The indicators are all pointing in the right direction but it will not take much to derail it if external factors change. Here is my weekly summary of all the important news from the semiconductor industry around the world.

2020 is starting very differently from 2019 with… Read More