Latest Blogs and Commentary
Samsung's Strategy Shift and Why We Climb Exponentials
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content
TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content OTTAWA, ON, October 14, 2021 - TechInsights Inc. is pleased to announce the acquisition of The Linley Group, Inc., an industry-leading source for
Semiconductor Sales Take a Deep Dive
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Power and Compound Fab Capacity Projected to Top Record 10 Million Wafers Per Month in 2023, SEMI Reports
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions wrought by the pandemic, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, SEMI announced today in its Power & Compound Fab Report to 2024.
Anton 3 Cracks Molecular Dynamics
Billionaire David E. Shaw has spent two decades quietly building highly specialized supercomputers. Anton 3 is his newest ASIC for accelerating molecular-dynamics simulations.
Cadence Takes Tensilica AI to the Max
The new Tensilica AI lineup comprises three product tiers that Cadence calls AI Base, AI Boost, and AI Max, along with a new accelerator and a multicore model that can deliver up to 32 TOPS.
Samsung Demos In-Memory Processing
The company disclosed architecture and performance details for the processor-in-memory (PIM) version of its popular Aquabolt HBM2. The HBM-PIM, dubbed Aquabolt-XL, adds compute to a drop-in HBM2 stack.
The Industry Is Soaring but Carries a Tether of Caution
Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.
The Industry Is Soaring but Carries a Tether of Caution
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Downturn Warning Signs. Excessive CapEx Exuberance
Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.
Semiconductor Market on Track to Hit $0.6t in 2021
The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.
Semiconductor Sales Closing in on a Record $600m Year
Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.
IBM’s Telum processor. Aart deGeus on EDA-AI.
IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.
Semiconductor Industry Strategic Trends
This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar.
YMTC 128L 3D Xtacking 2.0 TLC NAND
YMTC 128L Xtacking 2.0 for SSD! Finally, they might catch up with Samsung, SK hynix, and KIOXIA Dr. Jeongdong Choe September 23, 2021 TechInsights just found and quickly reviewed YMTC 128L TLC die removed from Asgard Memory (Powev Electronic
Apple iPhone 13 Pro Teardown
We received the iPhone 13 and iPhone 13 Pro in our labs and identification and early costing analysis are available below.
TSMC's Gift to the Industry
This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.
Whitepaper - Software is Critical to Edge-AI Deployment
This white paper describes the importance of a flexible and robust software stack to edge-AI deployment. Processor vendors and intellectual-property licensers often tout the theoretical performance of their designs, but the neural-network compiler, run-time engine, and scheduler are just as critical to realizing that potential in production systems. The Linley Group prepared this paper, which EdgeCortix sponsored, but the opinions and analysis are those of the author.
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