Performance Or Power?


For high-volume chips, such as those slated for mobile devices such as tablets or smart phones, energy efficiency is absolutely critical. For very high-value chips, which are the ones that show up in PCs or servers, the focus is more on performance and how efficiently that performance is obtained. And for the stuff in the middle, notably the Internet of things, the commodity servers and automot... » read more

The Week In Review: Aug. 12


By Mark LaPedus Is the sky falling on semi capital spending? “We have seen several 2014 industry demand estimates in the 20%+ range, based on the ramps of FinFET and 3D NAND,” said Weston Twigg, an analyst with Pacific Crest Securities. “We expect Samsung to ramp spending in Q4, but we believe foundry and logic spending will remain soft for several quarters. As a result, we are developin... » read more

Power Shifts In Digital Chip Space


By Bhanu Kapoor The power issue has been quite disrupting in the digital semiconductor space. The processor architecture shifted to parallel processing with the “power wall” stopping the frequency scaling that the industry had conveniently used in the last few decades. The power issue also is causing semiconductor process technology to change in ways other than simply scaling from one ... » read more

The Week In Review: Aug 5


By Mark LaPedus According to a nationwide online survey conducted by Harris Interactive on behalf of Crucial.com, 36% of those Americans who experienced PC problems in the past six months admit they have lashed out at their slow, underperforming computers by using profanity, screaming and shouting, or by striking it with a fist or other object. Those who experienced computer problems also indi... » read more

Next Phase Of Energy Efficiency Begins


Individual purchases and product rollouts by companies are difficult to assess by themselves. Sometimes they are isolated steps that have no context or connection to anything else—the proverbial toe-dipping exercise to see just how deep and cold the water is. Other times, they are the beginning of a huge market shift. In the mobile space—and increasingly in everything that mobile devices... » read more

Materials, Software And Techniques


The future of advanced semiconductor technology is about to split evenly into three different areas. On the leading edge of manufacturing, Applied Materials CEO Mike Splinter called it correctly—it’s all about materials. Just shrinking features isn’t buying much anymore. In fact, at advanced nodes, with extra margin built into designs, it frequently doesn’t buy anything except extra ... » read more

The Week In Review: July 22


By Mark LaPedus ASML Holding has been under pressure to bring extreme ultraviolet (EUV) lithography into mass production. EUV is still delayed. Now, in their latest roadmaps, leading-edge chipmakers are counting on ASML’s 300mm EUV scanner for insertion at the 10nm node. Yet, at the same time, ASML also is working on a 450mm version of the EUV tool. “EUV (on 300mm) is a higher priority th... » read more

MacBook Air 2013: Power Efficient To The Core(s)


By Cary Chin Last month, we looked at the initial announcement at WWDC of the latest MacBook Air laptops. These new machines are physically nearly identical to their predecessors, boast negligible performance improvements (and even performance degradation in some instances), cost about the same, and yet in my view are perhaps the most revolutionary products since the MacBook Air line was reinv... » read more

Mixed Signals


By Mark LaPedus Based on the various forecasts for semiconductor equipment, the mood is mixed at this week’s Semicon West trade show in San Francisco. In its mid-year forecast, for example, SEMI predicts that the semiconductor equipment market will reach $36.3 billion in 2013, down 1.7% over 2012. But the business is expected to rebound and reach $43.98 billion in 2014, a 21.2 percent inc... » read more

Apple’s Big Breakthrough


By Cary Chin For literally years now, we’ve talked about and measured energy consumption as smartphones have morphed from primarily communications devices (voice), to the world’s most widespread computing platform, and back again to a communications focus. But this time it’s data communications, and voice calls are just a small subset. Smartphones themselves, once the defining standar... » read more

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