– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations
Tag: tsmc
Analog IC Migration using AI
My first job out of college was migrating a DRAM chip from one process node to a newer node, and it was a 100% manual process that required many months of effort. That need to migrate semiconductor IP to newer nodes is still with us today, and much automation has been applied to digital circuits, however migrating analog IP has proven… Read More
KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash
- KLA put up an OK Quarter & Guide with modest growth & outlook
- 2025 remains slow growth as leading edge offset by China slowing
- China sanctions remain a “great unknown”- impact unclear
- Reticle biz getting squeezed from both high & low ends
OK quarter with slight beat as always- Guide is OK as well
KLA reported… Read More
Shaping Tomorrow’s Semiconductor Technology IEDM 2024
Anyone who has read my articles about IEDM in the past know I consider it a premiere conference covering developments of leading-edge semiconductor process technology. The 2024 conference will take place in San Francisco from December 7th through 11th.
Some highlight of this year’s technical program are:
AI – Lots of artificial… Read More
ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
- Investors finally realize the upcycle isn’t as strong as stocks indicated
- Industry Bifurcation between AI & rest of industry continues
- China spending risk/overhang finally kicks in
- AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
… Read MoreAlchip Technologies Sets Another Record
The ASIC business has always been a key enabler of the semiconductor industry but it is a difficult business. In my 40 years I have seen many ASIC companies come and go but I have never seen one like Alchip.
Alchip Technologies Ltd. was founded more than 20 years ago, about half way through my career. I know one of the founders, a fiercely… Read More
Maximizing 3DIC Design Productivity with 3DBlox: A Look at TSMC’s Progress and Innovations in 2024
At the 2024 TSMC OIP Ecosystem Forum, one of the technical talks by TSMC focused on maximizing 3DIC design productivity and rightfully so. With rapid advancements in semiconductor technology, 3DICs have become the next frontier in improving chip performance, energy efficiency, and density. TSMC’s focus on streamlining the… Read More
Synopsys and TSMC Pave the Path for Trillion-Transistor AI and Multi-Die Chip Design
Synopsys made significant announcements during the recent TSMC OIP Ecosystem Forum, showcasing a range of cutting-edge solutions designed to address the growing complexities in semiconductor design. With a strong emphasis on enabling next-generation chip architectures, Synopsys introduced both new technologies and … Read More
TSMC 16th OIP Ecosystem Forum First Thoughts
Even though this is the 16th OIP event please remember that TSMC has been working closely with EDA and IP companies for 20+ years with reference flows and other design enablement and silicon verification activities. The father of OIP officially is Dr. Morris Chang who named it the Grand Alliance. However, Dr. Cliff Hou is the one … Read More
Collaboration Required to Maximize ASIC Chiplet Value
It is a well-known fact that chiplets provide several advantages over traditional monolithic chips. Despite these benefits, the transition to a chiplet-based design paradigm presents challenges that need coordinated efforts across the industry. In essence, collaborative efforts among various players involved are not … Read More