In the Meteor Lake CPU die, Intel has pushed the capacitance density of on-die capacitors to new heights by taking a page out of DRAM’s book of tricks.

AMD pans to roll out next year new low-cost Spartan FPGAs that use 16 nm process technology and integrate hard IP and advanced security features.

Arm’s new Neoverse CSS N3 and CSS V3 provide a subsystem for N3 and V3 cores. For customers that won’t differentiate in that subsystem, the CSSs provide a head start.

Semiconductor sales were up 4% last week and increased 20% from this time last year. Zooming in on NAND IC, the 13-week MA jumped 48% YoY last week. TechInsights forecasts NAND IC sales will increase 73% to $68 billion in 2024.

There were some major changes to our IC forecast this month. IC sales are now expected to surge nearly 24% in 2024 compared to 16% in the last update. The major driver for this significant change was Memory, where sales were upgraded to a whopping 71% from 41% in the previous update.

Like in The Wizard of Oz, we were told to follow a yellow brick road -- ours paved with gold. It's a road where the wicked witch of fizzled-out technology -- like x-ray and 157nm -- lurk to stop us. And there were plenty of unknowns. We would have been stopped dead in our tracks had we not broken through Robert Doering's Red Brick Walls on the roadmap.