There has been a lot of new information available about the leading-edge logic processes lately. Papers from IEDM in December 2017, VLSIT this month, the TSMC and Samsung Foundry forums, etc. have all filled in a lot of information. In this article I will summarize what is currently known.… Read More
The TSMC OIP DAC Theater schedule is finalized and ready to go. It kicks off Monday at 10:15 am in booth #1629 and ends with a raffle at 5:45 pm each day (Mon-Tue-Wed) TSMC gives out some very nice prizes so check in with the TSMC booth staff when you arrive. There are 66 coveted presentation spots representing the top ecosystem partners… Read More
When I first started blogging in 2009 my sound byte was, “I blog for food” and the first lunch invitation I received was from Mentor Graphics CEO Wally Rhines, we have been friends ever since. Wally has an incredible mind with a memory to match, coupled with his charm and depth of experience I would easily say that Dr. Walden… Read More
Three critical China issues; Trade, Taiwan & Technology. China is a “double edge sword” of risk & opportunity. These issues greatly impact stock valuations. We have recently given a presentation at both the SEMI ASMC conference in Saratoga Springs and The Confab conference in Las Vegas. Both conferences… Read More
There is an interesting discussion in the SemiWiki forum about EDA and the foundry business model which got me to thinking about the next disruptive move for the semiconductor industry. First let’s look at some of the other disruptive EDA events that I experienced firsthand throughout my 30+ year career.
When I started in 1984 EDA… Read More
We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?
It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.
However its not like business … Read More
“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.
However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance was for … Read More
At TSMC 2018 Silcon Valley Technology Symposium, Dr Kevin Zhang, TSMC VP of Business Development covered technology updates for IoT platform. The three growth drivers in this segment namely TSMC low power, RF enhancement and embedded memory technology (MRAM/RRAM) reinforced both progress and growth in global semiconductor… Read More
I moved from real layout work to management so I had little or no “hands-on” layout in my responsibility but I was very close to my team challenges in all 5 locations. During my 13 years in PMC Sierra I was involved in many initiatives some technical and some in developing relations with vendors. The biggest difference was that MOSAID… Read More
During TSMC 2018 Technology Symposium, Dr. B.J. Woo, TSMC VP of Business Development presented market trends in the area of mobile applications and HPC computing as well as shared TSMC progress in making breakthrough efforts in the technology offerings to serve these two market segments.
Both 5G and AI are taking the center stage… Read More
