Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidie…Intel could follow the path of many other American goliaths such as IBM and General Electric. A slow slide to irrelevancy, spinning off business, and b…
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Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | $8B Segment By 2025Qualcomm continues to accelerate their RFFE business by filling more gaps in their product line and building out more capabilities for 5G. With ultraSA…
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TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025SemiAnalysis has been hearing murmurings about TSMC’s N3 having poor yields, poor metal stack performance, being very expensive, and being too late for…
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ASML’s EUV Tools Have A Throughput Problem, But Lyncean Has The Answer By Scaling EUV Light Source Power An Order Of MagnitudeA TSMC fab with 10 EUV machines running N3 wafers would only be capable of ~15,000 wafers per month at current power output and uptime rates. There is …
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GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them OutLow utilization rates, countless divested assets, cut R&D and capex, and still doesn't make money in the greatest semiconductor boom of all time.
Playi…
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Apple A15 Die Shot and Annotation - IP Block Area AnalysisTechInsights released a die shot of the A15 and with the help of SkyJuice’s, we are analyzing it today. The total die has increased significantly in si…
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China Has Built The World’s Most Expensive Silicon Carbide Fab, But Numbers Don’t Add UpChina has built a $2.5B fab that costs more than Cree Wolfspeed's fab, but it has a fraction the output. The tool chain and process is very custom in s…
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Aehr Multi-Wafer Level Burn-in Test for Silicon Carbide and Silicon Photonics ApplicationsTest intensity for silicon carbide and photonics is very high due to extreme operating ranges. Wafer level burn in could transform the test life cycle …
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Memory Oligopoly Woes - Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable FutureShort term risks related PC inventory/sales and weak China mobile sales weigh on the short term, but Micron is flexing the oligopoly muscle long term!
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The Impending Chinese NAND Apocalypse – YMTC 128 Layer NAND Is The First Semiconductor Where China Is Technologically CompetitiveYMTC 128 Layer NAND is the first semiconductor where China is technologically competitive with the leading edge firms from the Western sphere of influe…
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Kulicke & Soffa Industries, $KLIC, Continued Outperformance Of Wire Bonders And Emerging Supplier in Mini-LED, Micro-LED, And Battery Manuf…Kulicke and Soffa Industries is continuing to outperform on the back of the wire bonder business. Additionally, they are emerging as a leading supplier…
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Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed InApple's leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their …
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