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…
Qualcomm continues to accelerate their RFFE business by filling more gaps in their product line and building out more capabilities for 5G. With ultraSA…
SemiAnalysis has been hearing murmurings about TSMC’s N3 having poor yields, poor metal stack performance, being very expensive, and being too late for…
A 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 …
Low 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…
TechInsights 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…
China 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…
Test intensity for silicon carbide and photonics is very high due to extreme operating ranges. Wafer level burn in could transform the test life cycle …
Short 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!
YMTC 128 Layer NAND is the first semiconductor where China is technologically competitive with the leading edge firms from the Western sphere of influe…
Kulicke and Soffa Industries is continuing to outperform on the back of the wire bonder business. Additionally, they are emerging as a leading supplier…
Apple'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 …