Week In Review: Manufacturing, Test


Semi takeover targets Semiconductor M&A activity is heating up again. So who is next? “Within our coverage universe, we believe AMBA (Ambarella) and SLAB (Silicon Labs) represent the most likely targets moving forward,” according to KeyBanc in a research note. KeyBanc also listed some other “M&A Combinations That Could Make Sense.” Some of these combos make sense, while othe... » read more

Manufacturing Bits: July 10


Semicon West It’s Semicon West time again. Here’s the first wave of announcements at the event: Applied Materials has unveiled a pair of tools aimed at accelerating the industry adoption for new memories. First, Applied rolled out the Endura Clover MRAM PVD system. The system is an integrated platform for MRAM devices. Second, the company introduced the Endura Impulse PVD platform for P... » read more

Debate Over Health Of Moore’s Law Continues


Semicon West 2019 was kicked off by the ‘AI Design Forum’ and featured a panel of CEOs that debated if Moore’s Law was still making power, performance and area optimization possible in the same way as it had been. Synopsys chairman and co-CEO Aart de Geus asserted that Moore’s Law is completely alive. “The discussion of Moore's Laws invariably goes back to the ‘65 document, and t... » read more

Big Shifts In Big Data


The big data market is in a state of upheaval as companies begin shifting their data strategies from "nothing" or "everything" in the cloud to a strategic mix, squeezing out middle-market players and changing what gets shared, how that data is used, and how best to secure it. This has broad implications for the whole semiconductor supply chain, because in many cases it paves the way for ... » read more

Week In Review: Manufacturing, Test


Fab tools and materials Applied Materials has signed a definitive agreement to acquire Kokusai Electric for $2.2 billion in cash from investment firm KKR. With the acquisition of Kokusai’s semiconductor equipment unit, Applied expands its customer base and gains a foothold in the batch processing equipment business, where a tool can process wafers in parallel. Applied’s strength is in the ... » read more

Blog Review: July 3


Cadence's Paul McLellan digs into 5G with a two-part post explaining the basics of the technology, what makes it so different from 4G, and the challenges ahead including the limitations of mmWave. Synopsys' Vikramjeet Bamel and Pankaj Sharma note the features that make GDDR6 a dominant memory in the high performance segment and allowing it to expand beyond graphics to automotive, AI, and AR/... » read more

Applied Buys Kokusai For $2.2B


Applied Materials has signed a definitive agreement to acquire Kokusai Electric for $2.2 billion in cash from investment firm KKR. For years, Kokusai Electric was a subsidiary of Hitachi. It sells epitaxial, thermal processing and other equipment. Then, as part of a complex business deal, KKR in 2017 acquired the semiconductor equipment business of Hitachi Kokusai Electric from Hitachi. ... » read more

EUV, Deep Learning Issues In Mask Making


Semiconductor Engineering sat down to discuss extreme ultraviolet (EUV) lithography, photomask technologies and machine learning issues with Emily Gallagher, principal member of the technical staff at Imec; Harry Levinson, principal at HJL Lithography; Chris Spence, vice president of advanced technology development at ASML; Banqiu Wu, senior director of process development at Applied Materials;... » read more

Will Open-Source EDA Work?


Open-source EDA is back on the semiconductor industry's agenda, spurred by growing interest in open-source hardware. But whether the industry embraces the idea with enough enthusiasm to make it successful is not clear yet. One of the key sponsors of this effort is the U.S. Defense Advanced Research Projects Agency (DARPA), which is spearheading a number of programs to lower the cost of chip ... » read more

5nm Vs. 3nm


Foundry vendors are readying the next wave of advanced processes, but their customers will face a myriad of confusing options—including whether to develop chips at 5nm, wait until 3nm, or opt for something in between. The path to 5nm is well-defined compared with 3nm. After that, the landscape becomes more convoluted because foundries are adding half-node processes to the mix, such as 6nm ... » read more

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