Will AI Drive Scaling Forward?


The almost ubiquitous rollout of AI and its offshoots—machine learning, deep learning, neural nets of all types—will require significantly more processing power as the amount of data that needs to be processed continues to grow by orders of magnitude. What isn't clear yet is how that will affect semiconductor manufacturing or how quickly that might happen. AI is more than the latest buz... » read more

5 Observations From Intel’s Event


Not long ago, Intel hosted its “Architecture Day,” where top executives from the chip giant revealed the company’s latest products and next-generation technologies. The company also discussed its strategy. To be sure, it’s a critical time for Intel. In June, Brian Krzanich was forced out as chief executive and the company is still looking for a permanent CEO. Plus, Intel has delayed it... » read more

What’s Changing In Memory


As emerging big data and artificial intelligence (AI) applications, including machine learning, drive innovations across many industries, the issue of how to advance memory technologies to meet evolving computing requirements presents several challenges for the industry. The mainstream memory technologies, DRAM and NAND flash, have long been reliable industry workhorses, each optimized for s... » read more

Mixed Outlook For Fab Equipment


As 2018 dawned, the semiconductor industry appeared to be poised for a rare fourth consecutive year of equipment investment growth. That rosy outlook is about to change as clouds gather in what until now has been the sunny sky. The latest edition of the World Fab Forecast Report, published by SEMI in December 2018, reveals a downward revision of total fab equipment spending growth for 2018 ... » read more

Trade Disputes Increase Market Uncertainty


The World Semiconductor Trade Statistics (WSTS) organization held its bi-annual forecast meeting in Scottsdale, Arizona last month, and one of the topics that seemed to be on everyone’s mind is the impact of tariffs and the trade tensions between the United States and China. The need to impose tariffs on U.S. imports of semiconductors is perplexing and frequently confusing. President Trum... » read more

2 Big Shifts, Lots Of Questions


The proliferation of AI everywhere, and ongoing efforts by big systems companies to develop their own chips, could have a profound effect on semiconductor manufacturing for years to come. AI is a multi-faceted topic, but what makes this particularly interesting from a semiconductor standpoint is the architecture of AI-specific chips. So far, most of these chips have been developed for data c... » read more

What’s The Outlook for Memory?


What a difference a year makes in the memory business. At this time last year, the industry was in the midst of a boom cycle for both NAND and DRAM. More specifically, there was huge demand for 3D NAND. Then, starting in the first quarter of 2018, the NAND market began to decline and it continues to fall. And now, the DRAM market is also falling off the cliff. So, it’s time to take a q... » read more

A VC View Of The AI Landscape


In this blog post, I’ll highlight my takeaways from the recent AI Hardware Summit where I participated as a panelist. The conference’s focus on developing hardware accelerators for neural networks and computer vision attracted companies from across the ecosystem – AI chip startups, semiconductor companies, system vendors/OEMs, data center providers, financial services companies and VCs,... » read more

Finding New Dimensions Of Innovation


Whenever a company announces a major strategy shift and restructuring, such as pivoting away from 7nm FinFET technology development, it’s understandable that confusion, uncertainty and misunderstandings may arise. The best way to allay these concerns is to take an objective look at the situation: Demand for chips for the automotive, IoT, mobility and data center/wireless infrastructure mar... » read more

Smart Manufacturing Initiative


SEMI’s Smart Manufacturing (SM) Initiative has been a gathering place for companies who believe that electronics manufacturing will benefit from the gathering and analysis of production and sensor data, and optimizing processes based on that data. SM principles are focused on increasing speed, improved output and higher quality. Smart Manufacturing relies on simplifying data sharing and co... » read more

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