– KLA put up a good qtr & year with consistent growth
– AI & HBM are the main drivers of leading edge which helps KLA
– China slowing but not too fast, Outlook OK but not super
– Wafer inspection is huge but reticle inspection continues to slip
KLA reported revenues… Read More
Randy Caplan is co-founder and EVP of Silicon Creations. For over 18 years, Randy has helped to grow Silicon Creations into a leading semiconductor IP company with more than 500 customers in over 20 countries, and nearly 100% employee retention. Silicon Creations’ designs have been included in over 1500 mass-produced chips from… Read More
TechInsights has been in the semiconductor analysis business for more than 35 years and is THE most trusted source of semiconductor information. TechInsights started as a reverse engineering and IP analysis company but has grown into much more. I remember waiting for the teardown reports before buying electronics to make sure… Read More
When I do a root cause analysis of Intel’s problem it is very simple. If Intel wants to continue to be a leading-edge semiconductor manufacturer, they need to fill their fabs, all of their fabs. Clearly several things need to happen in order to do that but the one that most interests me is on the foundry side.
I think we can all agree that… Read More
One of the most enduring threads in the SemiWiki forum is What would you do if you are the Intel CEO? There are currently 128 responses and more than 45,000 views. It was originally posted March 13th, 2015, after Brain Krzanich was given the CEO position. A different time for sure but an interesting read and the responses keep on coming.… Read More
– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak
We attended… Read More
One of the most popular topics on the SemiWiki forum is Intel, which I understand. Many of us grew up with Intel, some of us have worked there, and I can say that the vast majority of us want Intel to succeed. The latest Intel PR debacle is the abrupt departure of CEO Pat Gelsinger. To me this confirms the answer to the question, “What is … Read More
– 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
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
KLA reported… Read More
