hip webinar automating integration workflow 800x100 (1)
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Intel High NA Adoption

Intel High NA Adoption
by Scotten Jones on 04-24-2024 at 6:00 pm

High NA EUV Final Pre Briefing Deck 4.15.24 embargoed til 4.18 at 7am PT (1) Page 07

On Friday April 12th Intel held a press briefing on their adoption of High NA EUV with Intel fellow and director of lithography Mark Phillips.

In 1976 Intel built Fab 4 in Oregon, the first Intel fab outside of California. With the introduction of 300mm Oregon became the only development site for Intel with large manufacturing, development,… Read More


Electronics Turns Positive

Electronics Turns Positive
by Bill Jewell on 04-24-2024 at 4:00 pm

Semiconductor Intelligence 1

Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first… Read More


Not all Smartphones are Created Equal

Not all Smartphones are Created Equal
by Lara Chamness on 04-22-2024 at 10:00 am

TechnInsights Semiconductor Sustainability

TechInsights recognizes Earth Day 2024 by lifting the screen on smartphone semiconductor sustainability

Smartphones are typically compared based on screen size, processor speed, and camera resolution. But when TechInsights looked at carbon footprints for manufacturing just the semiconductors of three flagship phones,… Read More


ASML- Soft revenues & Orders – But…China 49% – Memory Improving

ASML- Soft revenues & Orders – But…China 49% – Memory Improving
by Robert Maire on 04-19-2024 at 8:00 am

Fully assembled TWINSCAN EXE 5000

ASML- better EPS but weaker revenues- 2024 recovery on track
China jumps 10% to 49%- Memory looking better @59% of orders
Order lumpiness increases with ASP- EUV will be up-DUV down
“Passing Bottom” of what has been a long down cycle

Weak revenues & orders but OK EPS

Reported revenue was Euro5.3B and EPS of Euro3.11… Read More


Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!

Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!
by Eric Esteve on 04-19-2024 at 6:00 am

Top10 Table 2023

Design IP revenues had achieved $7.04B in 2023, with disparity between license, growing by 14% and royalty decreasing by 6%, and main categories. Processor (CPU, DSP, GPU & ISP) slightly growing by 3.4% when Physical (SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless Interface) slightly decreasing… Read More


Silicon Catalyst partners with Arm to launch the Arm Flexible Access for Startups Contest!

Silicon Catalyst partners with Arm to launch the Arm Flexible Access for Startups Contest!
by Daniel Nenni on 04-12-2024 at 6:00 am

ARM SI Contest

Winner and Runner-up to receive the contest’s largest ever technology credit for production tape-outs.

This is an example of why I enjoy working with Silicon Catalyst. They collaborate with our partners and do some really impressive things, all for the greater good of the semiconductor industry, absolutely. If you are not currently… Read More


ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum

ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
by Robert Maire on 04-01-2024 at 10:00 am

Moving to the US
  • Nvidia changing name to AISi (AI silicon) reflecting business focus
  • Nvidia to buy PSI Quantum to combine AI & quantum efforts
  • ASML to move to U.S. to reduce China & employee restrictions
  • New Japanese consortia firms join Rapidus & IBM fab team

Nvidia renaming to reflect AI reality

Nvidia which is now clearly seen as … Read More


2024 Outlook with Srinivasa Kakumanu of MosChip

2024 Outlook with Srinivasa Kakumanu of MosChip
by Daniel Nenni on 03-27-2024 at 10:00 am

KS MD&CEO MosChip 2024

MosChip is a publicly traded company founded in the year 1999, they offer semiconductor design services, turnkey ASIC, software services, and end-to-end product engineering solutions. The company headquartered in Hyderabad, India, with five design centers and over 1300 engineers located in Silicon Valley (USA), Hyderabad,… Read More


Semiconductor CapEx Down in 2024

Semiconductor CapEx Down in 2024
by Bill Jewell on 03-21-2024 at 2:00 pm

Delayed Wafer Projects

U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for wafer fabs in Arizona, Ohio, New Mexico, and Oregon. As reported in our December 2023 newsletter, the CHIPS Act provides a total of $52.7… Read More


Simulating the Whole Car with Multi-Domain Simulation

Simulating the Whole Car with Multi-Domain Simulation
by Bernard Murphy on 03-21-2024 at 6:00 am

Simulating the Whole Car with Multi-Domain Simulation

Next significant automotive blog in a string I will be posting (see here for the previous blog).

In the semiconductor world, mixed simulation means mixing logic sim, circuit sim, virtual sim (for software running on the hardware we are designing) along with emulation and FPGA prototyping. While that span may seem all-encompassing,… Read More