Where PCs were once the main driving force in the Dynamic random-access memory (DRAM) industry; now, there is a much more diversified market fuelling innovation in this space. As the ever-increasing need for more powerful devices continues to build, so, too does the availability of high-capacity processors, semiconductors, and chipsets. Smartphones, tablets, data centers, automotive applications, and increasingly the IoT, as well as high-bandwidth memory requirements for AI and machine learning, are behind record industry profits.
DRAM is forecast to experience a CAGR of 28.70% between 2018 and 2023. Manufacturing successes in Korea, Taiwan, Japan and China have positioned Asia as a prominent DRAM market.
With the DRAM market still booming, all the major DRAM players such as Samsung, SK Hynix, Micron and Nanya are eager to develop and release their next new successfully-scaled-down generation. The top 3 DRAM manufacturers have already jumped into the sub-20 nm technology node, by introducing offerings such as 1X nm in 2017 and 2018, like Samsung's 1X and 1Y LPDDR4X, DDR4 and GDDR6, and DRAM down-scaling will continue within a few years.
Given that DRAM cell TR engineering and capacitor structures offer limited capability to further scale down to 18 or 1a, major players may look to adopt new technology innovations such as pillar cell capacitors, higher-k capacitor dielectrics, dual work-function layers for buried wordline gates, lower-k dielectric spacers and air gaps.
1T-DRAM or capacitorless DRAM products with 4F2 cell design may not be seen for a while, but we will see DDR5, LPDDR5 products on the commercial market by the end of this year or early next year at the latest. HBM2 (Samsung, SK Hynix) and HMC2 (Micron) are now widely used for GPU (AMD, NVIDIA). Some new Chinese DRAM companies - including UniIC and CXMT – have introduced their products to the market, and we are excited to analyze Samsung’s GDDR6
We continue to monitor innovations in this space and adjust our roadmap of analysis that spans teardown/costing, architecture, design, process integration, functional testing, package, structure, circuit, transistor characterization, and wave form analysis.

Competitive analysis you require, from product-level teardown and bill-of-materials analysis to detailed die-level structural, process, layout design and circuit information.

A successful IP strategy in this field requires an awareness of disruptive events in DRAM of economic significance, knowledge of key and upcoming market players, and the correct application of reverse engineering techniques to identify the changes from generation to generation of the latest DRAM technology.
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Samsung K4L2E165YC 12 Gb 1z nm EUV LPDDR5 Transistor Characterization | Samsung | Functional - Testing | Memory - DRAM SWD and SA Transistor Characterization |
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By acquiring Pensando, AMD will instantly offer DPUs alongside its CPUs and GPUs. Although it principally sells smart NICs, the startup recently announced a design win for its 7nm second-generation chip.
GF Fotonix Unites CMOS, Photonics
The new GlobalFoundries process combines photonic and digital components on a single 45nm chip. The primary application is data-center communications, but lidar and computing will benefit as well.
Fewer Find 3nm Worth the Wait
TSMC and Samsung have suffered lengthy delays in their 3nm processes, and the gain in density and other characteristics is smaller than in previous nodes. Intel says its future nodes are on schedule.
The EPC 2152 – A Fully Integrated GaN Half-Bridge IC
TechInsights comments on what the main reasons for this integration are, other innovations throughout the GaN die, and how there is not a ‘one size fits all’ approach in regard to power semiconductor devices.
SemiWEEK: SEMI ISS Takeaways Continued; Supply-chain clouds are still hanging over the industry; Stocks were mixed
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Pat Gelsinger Takes us on a Trip Down Memory Lane – and a Look Ahead
Dick James, a Senior Fellow and Technology Analyst with TechInsights, entered the semiconductor industry in 1970, working for Philips Semiconductor. In this blog, he presents a retrospective of gate technology, ranging from 1971’s 10-micron design rules (!) through to the more modern 5-nanometer.
TetraMem Touts In-Memory DLA
The Silicon Valley startup uses a new type of memristor to perform analog math for deep-learning acceleration. It provides nonvolatile storage and performs low-power AI computations.
Sakura Debuts for Edge AI
EdgeCortix launched its first edge-AI inference chip by hardening its DNA IP, delivering low latency and high power efficiency for applications that fit into 5W to 20W.
Synopsys NPX6 Expands AI Options
The new deep-learning accelerator (DLA) can scale to more than 2,000 TOPS, providing a licensable core for applications such as autonomous driving and natural-language processing.
SemiWEEK: SEMI ISS, Anne Kelleher, Moore’s Law; Stocks were mixed
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Main and Periscope Camera Trends at Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp
If you want to understand the progress of competitors and the recent situation of the market, this presentation reviews selected structural and feature highlights of Apple, Samsung, Xiaomi, Vivo, Huawei, and Sharp cameras, focusing on main & ultrawide cameras, and the periscope camera trends.
Linley Spring Processor Conference 2022
For more than a decade, The Linley Group has delivered the industry’s premier processor conferences. This year, the Linley Spring Processor Conference will return to Santa Clara on April 20-21, 2022 with a new hybrid format; if you can’t attend in person, you can tune in to our virtual livestream.
Spring orders are flitting like butterflies but 2H22 is becoming blurry
Semiconductor Equipment Weather Report
Chip demand cooling
TechInsights' Semiconductor Analytics Report
Sony Xperia 5 III uses a periscope camera with two Zoom settings
The Package channel continued building its periscope camera report database with a look inside the Sony Xperia 5 III smartphone. Notably, this is the first periscope camera TechInsights has examined that has a variable zoom; the magnification of the camera has two zoom settings.
Nvidia Orin Appears in MLPerf
The newest set of MLPerf Inference results showcase the same old vendors; almost all the data-center and edge accelerators came from Nvidia and Qualcomm. Orin was the notable newcomer.
Alchemist Turns Intel Into GPU Vendor
Intel’s new Arc products are its first significant discrete GPUs, using competitive performance and hardware ray tracing to bring new competition to laptop-PC graphics cards.
Editorial: Where’s the AI Competition?
The dominant AI-chip vendor, Nvidia has raised the bar with its new Hopper and Orin accelerators. Startups, hyperscalers, and large chip vendors try to compete with the company but keep falling short.
SEMI ISS, Anne Kelleher, Moore's Law
SEMI ISS, Anne Kelleher, Moore's Law G. Dan Hutcheson The Chip Insider® SEMI ISS: I have to say that 2022's conference was the best ever and I wasn't the only one who felt that way. It had record attendance and attendees were not disappointed. Maybe
SemiWEEK: Inflation is the new pandemic; Stocks fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
China and Russia down
China and Russia down G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 3% W/W in the 1st week of 2Q22. Sales are closing in on 2021 levels. The IC weather cooled another 4°F last week. Zooming in on NAND growth this week, 13
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles
It's Still Hot and Vistas Are Clear but Don't Forget the Mountainous Cycles Andrea Lati The Chip Insider® Order activity for semiconductor equipment resumed its decline, slipping 0.6 points to 112 degrees in the first week of April Despite the recent
Reticle sales are expected to surge 18% in 2022
ForecastPro
Nvidia Reveals 51Tbps Ethernet Switch
Due to sample late this year, Spectrum-4 will quadruple the bandwidth of Spectrum-3 by both doubling per-lane speed to 100Gbps and doubling the number of serdes lanes to 512, yielding 51.2Tbps.
Merging Memory and Compute
Near-memory and in-memory compute are techniques for reducing computing power—especially for AI. But they mean different things to different companies. Understanding the differences is important for understanding how some AI chips work.
Nvidia Hopper Leaps Ahead
The next-generation AI architecture powers the H100 card and DGX-H100 system. The 700W flagship card triples peak performance over Ampere while adding FP8 support for more-efficient training.
Memory Components in Your Smartphones
Jeongdong Choe, TechInsight's Senior SME on Technology, compares China, Apple, and Samsung’s memory and storage components.
Inflation Is the New Pandemic
Strategy and Tactics: Inflation is the new pandemic
SemiWEEK: Why Governments Became So Concerned About Semiconductor Self-Sufficiency; Stocks Plunged
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
TechInsights partners with Cipher
TechInsights partners with Cipher to harness ML to leverage patent intelligence to reveal insight about the future direction of the Semiconductor industry
DRAM Sales on Track to Hit $111B in '22
TechInsights' Semiconductor Analytics report
All Eyes Are Focused on the Supply Chain
Semiconductor Equipment Weather Report
Linley Spring Processor Conference Features the Latest Breakthroughs in AI Silicon and Applications
TechInsights’ Linley Processor Conference – the industry’s premier technical event for microprocessors – returns this year, beginning this month with a must-see lineup of presentations revolving around the future of artificial intelligence.
Agilex Dials M for Memory
Intel announced its first Agilex to copackage DRAM, sporting a pair of HBM2e stacks that deliver up to 32GB. It’s also using the Intel 7 process to further cut power dissipation.
Renesas Refocuses on Enhanced ADAS
The R-Car V4H is a new automotive system-on-chip for vehicles with extended ADAS capabilities. It addresses functional safety and the greater AI performance for Level 2+ driving.
Snapdragon X70 Modem Trims Power
Qualcomm’s next 5G modem uses AI to reduce power and improve performance while maintaining the data rates of its predecessor.
Why Governments Became So Concerned About Semiconductor Self-Sufficiency
Strategy and Tactics: Why governments became so concerned about Semiconductor Self-Sufficiency
SemiWEEK: Intel’s Radical Post-Global National Mesh Strategy; Foundry & IDM Capital Expenditures; Stocks Fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Packaging Approaches to Gallium Nitride (GaN) Products
TechInsights reviews additional considerations compared to silicon to optimize device performance, the challenges associated to thermal management, and other innovative solutions related to GaN specific packaging solutions.
Foundry & IDM Capital Expenditures 1Q2022
Semiconductor Manufacturing
Critical Subsystems 2021 Vendor Market Shares
Updates to Critical Subsystems on Website
Chip Sales Slid Last Week
Chip Sales Slid Last Week G. Dan Hutcheson Semiconductor Analytics Semiconductor sales slid 1% W/W in the 4th week of March. Sales remain well above 2021. The IC weather warmed up 1°F last week. Zooming in on semiconductor growth this week, 13-wk MA
Still Hot and Green but Distant Macro Clouds Loom
Still Hot and Green but Distant Macro Clouds Loom Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to trend lower, slipping half a point in the last week of March The slight pullback in the last five weeks has been
TechInsights stands with Ukraine
TechInsights is shocked and heartbroken by the violence and loss of life due to the invasion of Ukraine. We stand in solidarity with the Ukrainian people and we are hopeful for an expedient path to peace.
SemiWEEK: Lam Research’s Selective Etcher. COVID Strikes Again; Stocks Eked Out A Gain
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Intel's Radical Post-Global National Mesh Strategy
Strategy and Tactics: Intel's radical Post-Global National Mesh strategy
Google Pixel 6 Pro Periscope Camera is a modified design of the Xiaomi Mi 10 Ultra module
In late 2021, the Google Pixel 6 Pro was launched and has been widely regarded as the best smartphone Google has made to date.
Communications Market Service
This subscription provides the detailed market information needed to sort out the complexities of the communications semiconductor market.
Semiconductor Sales on Track to Reach $0.7T in '22
Semiconductor Sales on Track to Reach $0.7T in '22 G. Dan Hutcheson Semiconductor Analytics report Semiconductor sales jumped W/W in the third week of March, with sales passing 50% Y/Y. The IC weather heated up 6°F last week. The March forecast
Worldwide OEM Electronics Sales Soared 19% Last Year
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AI Processor Service
This annual subscription is updated quarterly and covers hardware technologies and products from more than 55 companies.
It's Hot but Supply Constraints Are Holding Up Growth
It's Hot but Supply Constraints Are Holding Up Growth Andrea Lati The Chip Insider® Semiconductor Equipment Weather Report Order activity for semiconductor equipment slipped to 113 degrees All segments held their ground at record levels, except for
Cirrus Logic 55 nm PMIC Products Observed in the Market
In a blog written by Stephen Russell, TechInsight's Senior Process Analyst, he explains why a logic node of 55 nm is important for a PMIC and his findings of recent teardown projects.
Critical Subsystems Driving Forces Update
Critical Subsystems Driving Forces Update Updates to Critical Subsystems on Website Substrate Processing Equipment Forecasts Semiconductor and Related Equipment Annual Unit Shipments v22.02ML DF Semiconductor and Related Equipment Quarterly Unit
Lam Research's Selective Etcher and COVID Strikes Again
Lam Research's Selective Etcher and COVID Strikes Again G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Lam Research's Selective Etcher. COVID Strikes Again. What's Happening and What's the Meaning: Lam Research's Selective Etcher: Lam has
SemiWEEK: AI in the Fab: Who Does it? Ukraine’s Neon Supply. Apple 3rd in Semis; Stocks Soared
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
2021 Top Semiconductor Equipment Suppliers
2021 Top Semiconductor Equipment Suppliers The Chip Insider® Equipment & Emerging Markets 2021 was a very strong year for the equipment suppliers with sales soaring to record-highs. However, severe supply chain shortages made 2021 a challenging year
Apple Joins 3D-Fabric Portfolio with M1 Ultra?
On March 8, Apple held their “Peek Performance” event, introducing the all-new Mac Studio and Studio Display, a new iPad Air, the new iPhone SE, and two new shades of green for the iPhone 13 and iPhone 13 Pro.
Industry-leading DDR5 Technology
We have just entered into the era of DDR5 memory. All the major DRAM players such as Micron, Samsung, and SK Hynix have started to release their first DDR5 memory products (modules) since last year.
Analog & Power Rising Like 2021
Analog & Power Rising Like 2021 G. Dan Hutcheson Semiconductor Analytics Semiconductor sales were flat W/W in the second week of March. Though still high Y/Y, it was abnormally weak. The IC weather cooled another 1°F last week. Zooming in on Analog &
Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021
Worldwide Silicon Demand Is Expected to Increase 9% in 2022 as Semiconductor Demand Remains Strong; Stepper Shipments Surged 18% in 2021 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Silicon Demand - V22
Ray-Ban Stories smart glasses cameras
The new Ray-Ban Wayfarer Stories glasses are a product developed by Facebook in a partnership with EssilorLuxottica, and TechInsights decided to take a look at the cameras these smart glasses use.
It's Still Hot and the Visibility Has Extended Well into 2H22
It's still hot and the visibility has extended well into 2H22 Andrea Lati The Chip Insider® Order activity for semiconductor equipment hovered at a hot 114 degrees All segments held their ground, except for Memory where order activity slipped for the
SemiWEEK: Planned Capacity Additions: Is there Too Much on the Books? Stocks Fell
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Apple 3rd in Worldwide Semiconductor Market
Apple 3rd in Worldwide Semiconductor Market G. Dan Hutcheson The Chip Insider® Strategy and Tactics: AI in the fab: Who does it? Ukraine's Neon Supply. Apple 3rd in Semis AI in the fab: Who does it? Pretty much everybody today. Chipmakers started to
Semiconductor Sales Pass 40%
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Qualcomm QTM545 Analysis
The Samsung Galaxy S22 Ultra has the latest and greatest Qualcomm mmWave, but not in Europe...
The Industry Soars, but Carries a Tether of Caution
The Industry Soars, but Carries a Tether of Caution Andrea Lati The Chip Insider® Order activity for semiconductor equipment slipped half a point as Memory activity fell for the second week in a row The Memory market has been somewhat bumpy in the
CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity
CapEx Is Expected to Soar 23% in 2022, Surpassing the $180B Mark as Chipmakers Race to Add More Capacity Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module CapEx Distribution - V22.03 Soaring demand and
SemiWEEK: Intel Investor Day. Tower, Trust, Data Analytics; Stocks Sunk
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Planned Capacity Additions: Is There Too Much on the Books?
Planned Capacity Additions: Is There Too Much on the Books? G. Dan Hutcheson Planned Capacity Additions. Is there too much on the books? That's the question every chip insider has been quietly asking recently. IR pros are being relentlessly hammered
NAND Growth Stays Strong
NAND Growth Stays Strong G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to rise at an annual rate close to 30% with the shortage driving demand. The IC weather rose 1°F last week. Semiconductor Sales growth continues to soar
Workforce Development Solutions with SEMI
Ajit Manocha of SEMI has a conversation with Dan Hutcheson about the workforce development SEMI is accomplishing.
Order Activity Remained at Record Levels Despite Rising Uncertainty
Order Activity Remained at Record Levels Despite Rising Uncertainty Andrea Lati The Chip Insider® There was no discernable change in order activity for semiconductor equipment in the last week of February with temperatures staying near record levels
Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022
Strong Demand Coupled with Rising ASPs Will Propel Semiconductor Sales Past $675b in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App ForecastPro Module Semiconductors - V22.03 Semiconductor sales soared 26% in 2021
The Upturn is Still Running Wild
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Intel Investor Day. Tower, Trust, Data Analytics.
Intel Investor Day. Tower, Trust, Data Analytics. G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Intel Investor Day. Tower, Trust, Data Analytics. Intel Investor Day 2022: As 2020 came to a close it was clear to everyone interested, and
Innovation in Memory with Micron Technology
Scott DeBoer of Micron Technology has a conversation with Dan Hutcheson about what it takes to innovate in Memory today.
DRAM Growth Super-Hot
DRAM Growth Super-Hot G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled up as the shortage continued to drive demand, with record sales in the $10-12B/week range. The IC weather held at 88°F last week. Semiconductor Sales growth
Samsung Galaxy S22 Ultra teardown
Our colleagues did a quick teardown of the Samsung Exynos 2200-powered Galaxy S22 Ultra, so we can share some of our early teardown results now.
The Upturn Is Still Running Wild
The Upturn Is Still Running Wild Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a hot 115 degrees With backlogs at all-time-highs and visibility extending into next year, Equipment manufacturers expect 2022 to
TechInsights' 2022 Semiconductor Forecast Raised to 14%
TechInsights' 2022 Semiconductor Forecast Raised to 14% G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back for a second week in a typical February drawdown, albeit at unseen historical heights. The IC weather warmed 1°F last
Microsoft and Sony Acquisitions - a Strategy Game
Microsoft and Sony Acquisitions - a Strategy Game Contributing author: Peter Johnston Access the world's largest database of consumer electronics and semiconductor reverse engineering Login to the Platform Microsoft and Sony have independently
Orders Are Flitting Like Butterflies
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
How Data Analytics Fails Forecasters
How Data Analytics Fails Forecasters G. Dan Hutcheson The Chip Insider® Strategy and Tactics: Data Analytics: How it fails forecasters. Data Analytics: How it fails forecasters — In general, data analytics are great management tools but poor
Semiconductor Sales Pull Back
Semiconductor Sales Pull Back G. Dan Hutcheson Semiconductor Analytics Semiconductor sales pulled back 5% W/W in a typical early February dip. The IC weather warmed 1°F last week. Semiconductor Sales growth continued to hover above the 20% Y/Y bar
Orders Are Flitting Like Butterflies
Orders Are Flitting Like Butterflies Andrea Lati The Chip Insider® Order activity for semiconductor equipment stayed red hot at 115 degrees Visibility for equipment suppliers has extended all the way to the end of the year and backlogs are hitting
PCI Express Gen6 Adopts PAM4
In its sixth generation, PCI Express underwent the biggest changes since its debut in 2003, adopting PAM4 signaling. The new modulation enables data rates to reach 64Gbps per lane.
Inflation: Why It's Worse Than Many Fear. Moore's Law.
Inflation: Why It's Worse Than Many Fear. Moore's Law. G. Dan Hutcheson The Chip Insider® Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common
Inflation: Why It's Worse Than Many Fear. Moore's Law.
Inflation: Why It's Worse Than Many Fear. Moore's Law. February 4, 2022 Inflation: Why it's worse than central banks fear. Is inflation not transitory and worse than they say? Should we raise prices? These are two of the most common questions I have
Apple AirTag Teardown
Our interest in tag trackers is how much technology has evolved. We live in a world where a device the size of a US quarter-cent piece can have multiple antennas, radio ICs, a battery and continue to operate as a two-way radio, pinpointing objects within feet of accuracy for almost a full year.
Order Activity Stayed Hot Amid Supply Chain Woes
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
TechInsights Answers: Power Semiconductors - What is On-Resistance?
A common question our Power Semiconductor experts encounter is: What is on-resistance? Stated simply, on-resistance is the total resistance between the drain and source terminals of a FET.
IC Supply/Demand Indices Loosened
IC Supply/Demand Indices Loosened G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week. Semiconductor Sales growth
IC Supply/Demand Indices Loosened
Semiconductor sales continued to explode out of the normal Christmas lull, ending January near 2021's peaks. The IC weather cooled 2°F last week.
Lenovo ThinkSmart Hub Teardown
This analysis allowed us to compare or discover new manufacturers, sub-assemblies, and ICs we have found in the consumer device market with components and brands found in the business-focused ThinkSmart Hub.
Order Activity Stayed Hot Amid Supply Chain Woes
Order Activity Stayed Hot Amid Supply Chain Woes Andrea Lati The Chip Insider® Order activity for semiconductor equipment held steady at a sizzling 115 degrees Even though the visibility and demand for equipment suppliers is the best it's ever been
Order Activity Stayed Hot Amid Supply Chain Woes
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Mobileye EyeQ Ultra Aims for Level 4
The ADAS-processor leader is developing a single-chip solution for self-driving cars, along with its own lidar and radars. By 2025, Mobileye hopes its system will reduce the car buyer’s add-on cost to just $10,000.
Ceva Tackles Unstructured Sparsity
NeuPro-M, a licensable deep-learning accelerator, offers up to 16x faster inferencing than the previous generation thanks to its new architecture, Winograd modifications, and unstructured-sparsity engines.
Discrete GPUs Cut Power for Laptops
Low-cost laptops get a graphics boost from AMD and Nvidia, which now offer their leading GPU architectures in low-power products that increase gaming frame rates and enable hardware ray tracing.
Inventory: Loose or Tight? Equipment Shortages.
Inventory: Loose or Tight? Equipment Shortages. G. Dan Hutcheson The Chip Insider® Inventory: Loose or Tight? We were recently asked about the TCI Graphics IC Inventory data, after the WSJ published comments from the US Department of Commerce that
The Capex Race Rages On
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022
Wafer Fabrication Equipment for Advanced Packaging Projected to Reach $2.2B in 2022 Updates to Semiconductor Market Research Services on Website & Mobile App Equipment Database Module Advanced Packaging Equipment - V22.01 Wafer Fab Equipment (WFE)
IC Supply/Demand indices tighten
IC Supply/Demand indices tighten G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continue to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 1°F
1Q 2022 Assembly Equipment Outlook
1Q 2022 Assembly Equipment Outlook The Chip Insider® Semiconductor Manufacturing Semiconductor shortages turbocharged 2021 Assembly & Packaging and Equipment demand by growing 57% to $5.5B. While the demand growth for equipment is slowing, the high
The Capex Race Rages On
The Capex Race Rages On Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up with no signs of slowing down any time soon Temperatures hit a fresh new high of 115 degrees last week as chipmakers continued to
Lightelligence Demos Optical Compute
Startup Lightelligence recently took its first step toward commercialization by demonstrating a proof-of-concept device that stacks an electrical IC atop a photonic IC.
Ryzen 6000 Doubles GPU Performance
AMD’s new laptop processor, code-named Rembrandt, is the first PC processor with integrated hardware ray tracing. Its new RDNA2 GPU also doubles graphics performance relative to the previous generation.
Recognizing the Best Chips and Technology of the Past Year
To recognize the top semiconductor offerings of the year, The Linley Group (powered by TechInsights) presents its 2021 Analysts’ Choice Awards.
Analysts’ Choice Winners for 2021
The Linley Group recognizes 2021’s top products in the categories of data center, PC, embedded, mobile, processor IP, and related technology. And the winners are…
More Than Moore Equipment Sales Are Expected to Surge 70% in 2022, Far Outpacing the Growth of the Overall Market
More Than Moore Equipment Sales Are Expected to Surge 70% in 2022, Far Outpacing the Growth of the Overall Market Updates to Semiconductor Market Research Services on Website More than Moore Module 200mm & 300mm Microlithography V22.01 200mm & 300mm
Intel's fab in Ohio. Maxim: Trust building
Intel's fab in Ohio. Maxim: Trust building G. Dan Hutcheson Strategy and Tactics: Intel's fab in Ohio. Maxim: Trust building, Tests for and the management of trust and risk. The Three Traits of Great Leaders. Intel's fab in Ohio: Since Insiders read
Customers are clamoring for more capacity
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Customers Are Clamoring for More Capacity
Customers Are Clamoring for More Capacity Andrea Lati The Chip Insider® Order activity for semiconductor equipment continued to heat up, jumping past 114 degrees SOC Computing and Memory added another point, hitting fresh new highs for the year With
1Q 2022 Test Equipment Outlook
1Q 2022 Test Equipment Outlook The Chip Insider® Semiconductor Manufacturing Advanced high-end 5nm, 3nm & beyond, Mobile, Automotive & Power, and Memory devices are expected to drive test demand, growing 19% in 2022. Test is in a long-term capital
IC Supply/demand Tightens
IC Supply/demand Tightens G. Dan Hutcheson Semiconductor Analytics Semiconductor sales continued to explode out of the normal Christmas roll-over with double-digit W/W and Y/Y growth, as IC Supply/Demand tightened up. The IC weather warmed 2°F last
Preview of Qualcomm’s 7th generation 4G/5G Envelope Tracker QET7100
Qualcomm announced the QET7100 – the successor to the QET6100, which they dubbed the "world’s first announced 5G 100MHz envelope tracking solution."
Intel Completes Alder Lake Lineup
Intel disclosed dozens of new Alder Lake products for both laptop and desktop PCs. The 12th Generation products offer sizable performance gains over earlier models, but often at higher prices.
Year in Review: Image Processors Enhance Phone Chips
In 2021, image processors (ISPs) became a hot topic in smartphone processors. 5G became an essential feature for midrange and premium phones, but CPU improvements are taken for granted.
Graviton3 Debuts Neoverse V1
Amazon recently revealed its third-generation server processor, with instances now in preview availability. Graviton3 uses Arm’s Neoverse V1 CPU while maintaining the 64-core count of its predecessor.
Business is in Full Bloom
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
eBook: Chevy Bolt Recall - A Battery of Problems
Using our comprehensive analysis of the Chevy Bolt, TechInsights discusses the technological and chemical aspects that led to this widespread vehicle recall.
Motorola edge X30 teardown
Motorola promotes the motorola edge X30 phone as having “the fastest speeds, the highest resolution smartphone camera, the loudest audio, and the boldest display.” So what technology is there to find behind the claims? TechInsights quick teardown answers some of these questions.
Semiconductor Sales Are Expected to Surpass $0.6T in 2022 and on Track to Hit $1T by 2030
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Year in Review: PC Processors Adopt Hybrid CPUs
Desktop PCs had a big 2021, thanks to two new Intel releases and that company’s introduction of hybrid technology. Meanwhile, Apple converted most of its Mac lineup to hybrid Arm-compatible processors.
EdgeQ Enables 5G Small Cells
The startup is sampling an integrated base-station processor with a DSP that uses the RISC-V instruction set. The SoC is suited to 5G small cells and remote units.
Business Is in Full Bloom
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Editorial: Imagination Jumps on RISC-V
With its new Catapult CPUs, Imagination Technologies has become the largest IP vendor to announce RISC-V products, helping position the open-source instruction set as the leading alternative to Arm.
2021 Review. SEMICON West 2021. Maskless Lithography. Strategy Statics versus Dynamics.
Strategy and Tactics: 2021 Review. SEMICON West 2021. Maskless Lithography. Strategy Statics versus Dynamics.
The ducks are lining up for the New Year
Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.
Semiconductor Equipment Sales Projected to Hit $150B in 2022
Fueled by soaring demand, the semiconductor equipment market is on track to increase 35% in 2021, hitting an-all-time-high of $125B.
Year in Review: CPU-IP Vendors Chase High-End Wins
In the past year, new CPU cores from Arm and SiFive targeted high-performance applications in the data center and communications infrastructure. Many IP startups instead focused on edge AI.
WD Licenses RISC-V CPUs
Storage giant Western Digital added Linux and Android support to its Swerv line of RISC-V CPU in its new EHX3. The company is licensing the new CPU, which targets low-end application processing.
Marvell Bridges MIPI to Auto Ethernet
Marvell announced several products under its new Brightlane automotive brand. The 88QB5224 is a unique chip for bridging MIPI CSI-2 cameras to an Ethernet-based automotive network.
Year in Review: Edge AI Knows No Boundaries
In 2021, edge AI continued propagating far beyond the cloud; smart speakers alone were up 12% from last year. Increased demand attracted investors to edge-AI-chip startups, creating several new unicorns.
P650 Pumps Up Performance by 50%
SiFive added a new flagship CPU to its RISC-V “Performance” line that raises integer performance compared with its predecessor through additional execution resources, larger caches, and microarchitecture tweaks.
Kompanio 828 Tackles Chromebooks
For the holidays, MediaTek offers the Kompanio 820 and 828 to refresh its Chromebook line. These chips deliver multiday battery life, in part thanks to their 7nm manufacturing.
New Lab Investments Bringing us to the Future of Reverse Engineering
TechInsights’ unsurpassed technical abilities come from two important areas – our (amazing!) people, and our tools. To reverse engineer cutting edge technology, we require the equipment and the expertise that keep us at – or ahead of – the pace of the latest technology. And that requires continuous investment in our staff and our tools.
TechInsights' Experiences of the 2021 Chip Shortage
Our views on contributing factors, how it has impacted our semiconductor reverse engineering this year, and looking to the future.
Latest Revelations on the Snapdragon 8cx Gen 3
Qualcomm recently officially released the Snapdragon 8cx Gen 3 which is using 5LPE process technology and is therefore likely based on the Snapdragon 888 made with the Samsung 5LPE process. Based on their announcement and previous analyses, we have reached some key findings.
Snapdragon 8 Gen 1 Sports 18-Bit ISP
In delivering the Snapdragon 8 Gen 1, Qualcomm is upscaling smartphone cameras by adding native 18-bit processing. The new platform packs impressive upgrades across all sections, scoring double digit gains across each section.
Qualcomm Eyes Ultrathin PCs
Providing a big performance boost, the Snapdragon 8cx Gen 3 is suitable for some ultrathin Windows PCs, moving up from the 2-in-1 systems where Snapdragon serves today. The company also updated the Snapdragon 7c+.
Year in Review: Data Centers Spur New Architectures
The past year began with AMD and Intel introducing next-generation server processors. AI-accelerator vendors focused on delivering production-worthy versions of previously announced products, validated by MLPerf testing.
MediaTek Reenters Flagship Phones
After several attempts, MediaTek has delivered its first true flagship processor: the Dimensity 9000. The new smartphone chip features the latest CPU designs, a powerful GPU, and LPDDR5X support.
Ventana Develops RISC-V Chiplet
The startup has developed a custom high-performance RISC-V CPU that comes as a 16-core chiplet, making it easier for customers to design their own data-center processors.
Fitness wearable WHOOP 4.0 leverages a next-generation battery anode technology
The new fitness wearable WHOOP 4.0 leverages a next-generation battery anode technology, which has the potential to raise the bar in the very competitive fitness and health monitoring market where major players such as FitBit, Xiaomi, and Apple lead.
Whitepaper - Democratizing Chiplet-Based Processor Design
Chiplet-based designs promise reduced development costs and faster time to market, but they’ve been exclusive to large chip vendors. Now, the industry is building an ecosystem intended to enable designs combining third-party chiplets that employ different process nodes. At the same time, RISC-V is enabling greater CPU innovation through its open-source model. These trends create an opportunity for a RISC-V chiplet vendor. Ventana Micro Systems sponsored the creation of this white paper, but the opinions and analysis are those of the author.
Whitepaper - Bit-Accurate CD Audio From apX Lossless
Thanks to the development of Bluetooth audio technology, wireless streaming has largely replaced physical media, and smartphone users no longer need to struggle with tangled earphone wires. But to accommodate Bluetooth’s limited bandwidth, the industry adopted a variety of lossy compression techniques that sacrifice audio fidelity. This white paper describes the benefits of the aptX Lossless codec, which enables wireless Bluetooth earbuds and speakers to stream audio that’s bit accurate to the original CD recording. The Linley Group prepared this paper, which Qualcomm sponsored, but the opinions and analysis are those of the author.
NXP i.MX93 Adds AI to IoT Devices
The first i.MX9 processor will pack 64-bit CPUs, an MCU, and an AI accelerator to handle a range of IoT applications, including industrial control, smart home, smart city, and smart grid.
MediaTek Aims to Change Smart TVs
With its Pentonic 2000 processor, the TV-chip leader delivers impressive CPU, GPU, and AI-engine improvements to enable new capabilities such as bidirectional video and gaming without a console.
Centaur Trots Off Into the Sunset
After a 26-year run, Centaur Technology has reached the end of the trail. Glenn Henry’s processor-design team, known for its x86 expertise, has become part of Intel.
An examination of the 5G radio in Google Pixel 6 Pro
At the beginning of September we were pondering the rumors about a Samsung 5G modem that was predicted to show up on the US shores in the form of the 5G implementation solution for the yet to be released Google Pixel 6.
AMD CDNA2 Targets Supercomputers
AMD’s Instinct MI250 and MI250X GPUs deliver extreme floating-point performance through massive parallelism, targeting high-end scientific and government research with leading FP64 throughput.
Imagination CXT Fires Photons
At 1.3 billion rays per second, the Photon architecture in Imagination’s new PowerVR CXT RT3 GPU enables hardware-accelerated real-time ray tracing for the first time in mobile devices.
Kneron KL530 Targets Automotive
Kneron is targeting emerging computer-vision models with its KL530. The new SoC delivers 0.5 trillion INT8 operations per second (TOPS) and supports INT4 format for greater throughput.
eBook: The latest development trends in CMOS image sensors
CMOS image sensors (CIS) have continued to evolve in response to performance requirements of current applications of Smartphone Imaging, Security Surveillance, Biometrics, Automotive and Depth Sensing and Ranging.
Cracking Open Snapdragon’s 4-Pack
In its latest mainstream push, Qualcomm delivers a fresh four-pack filled with CPU, GPU, and camera upgrades. It’s raising performance across multiple segments from low-end to mid-premium.
Epyc Roadmap Gets Specialized
AMD recently disclosed new details of its Epyc server-processor roadmap, including Milan-X with V-Cache, Genoa based on Zen 4 cores, and Bergamo scaling to 128 cores.
History of the Microprocessor, Part 3
As we celebrate the anniversary of the Intel 4004, this article extends our microprocessor history by covering the top trends from the past decade, including the rise of AI, Nvidia, processor startups, and RISC-V.
50 Billion Transistors in 50 Years
Microprocessors have improved by seven orders of magnitude—from 2,300 to 54 billion transistors—in only five decades. To illustrate these changes, we highlight a handful of industry-defining products.
Apple Scales M1 GPU to the Max
Apple’s M1 Max processor delivers a massive boost in integrated-graphics performance compared with the original M1, offering throughput similar to that of Nvidia’s top-end laptop GPU card.
Order activity for semiconductor equipment hit a new high for the year
Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.
Copper Replacement. IFS. Shortages Hold Up Fab Capacity Expansion. Semiconductor Inflation.
Engineers always break through Moore's Walls with semiconductor innovation, which is really what Moore's Law is all about. And now a breakthrough out of quantum mechanics development is driving a replacement for copper that is as revolutionary as copper was to aluminum...
SEMICON West 2021 Hybrid to Highlight Solutions to Global Challenges, Smart Technologies, Talent
Optimal readiness and stronger alliances across the semiconductor supply chain to confront future global disruptions will come into sharp focus at SEMICON West 2021 Hybrid, at the Moscone Center in San Francisco.
Semiconductor Sales Jumped Higher
Growth continued to slow due to tougher 2020 comps rather than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Pixel 6 Packs Semicustom Processor
For the first time, Google designed the main processor in its flagship smartphone. The Tensor SoC is based on a Samsung design but integrates Google’s AI accelerator and image processor (ISP).
R-Car S4 Boosts Connected-Car Safety
The Renesas R-Car S4 serves as a vehicle’s central networking hub, but it also integrates ASIL-capable application CPUs, real-time CPUs, and safety microcontrollers along with multiple hardware security features.
Syntiant Grows Into Computer Vision
Following its success in low-power wake-word detection, Syntiant has expanded into computer vision with its newest chip. The NDP200 can handle simple video tasks such as presence detection.
Visibility Is Clear Well into 2022
Order activity for semiconductor equipment hit a new high for the year; All segments edged higher except for Memory; Visibility for equipment manufacturers has expanded well into 2022; At the macro level, demand remains strong, especially on the enterprise side; Businesses are flush with cash and labor-starved so they're ramping up capital spending to become more efficient and productive
SEMI VetWorks: A Guide to Growing Your Talent Pipeline by Recruiting Military Veterans and Active Reservists
As the microelectronics industry looks to fill job vacancies, and as we approach Veterans Day, it’s important to turn our attention to the many contributions of veterans and why hiring them is both the right thing to do and a sound business strategy.
Semiconductor Sales to Pass Half-A-Trillion
Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline. Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Intel’s Foundry Strategy for Growth & IDM 2.0: What’s different?
Many find Pat Gelsinger’s foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.
Worldwide Silicon Wafer Shipments Reach Record High in Third Quarter of 2021, SEMI Reports
Worldwide silicon wafer shipments increased 3.3% to 3,649 million square inches in the third quarter of 2021 compared to the previous quarter, a new industry record, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.
ACM Research Announces Orders for Ultra C PR Wet Stripping System for Semi Manufacturing
ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications, today announced receipt of two orders for ACM’s Ultra C pr wet stripping system from a leading global integrated device manufacturer (IDM).
FLEX Conference to Co-locate with SEMICON West in 2022
SEMICON West, North America’s premier microelectronics exhibition and conference that unites players across the entire electronics manufacturing and design supply chain, and FLEX Conference, the annual event focused on flexible hybrid and printed electronics innovations, will co-locate at the Moscone Center in San Francisco, July 11-14, 2022.
Semiconductor sales edged higher as IC weather warms
Semiconductor sales jumped by another 1% W/W while Y/Y growth continued to decelerate.
The Number of Design Completions Is Expected to Increase Over 2% in 2021
The number of design completions is expected to increase over 2% in 2021 on the back of a strong semiconductor market.
Google Pixel 6 Pro Teardown
What's inside the Google Pixel 6 Pro Teardown? Contributing authors: Stacy Wegner, Daniel Yang, Radu Trandafir, Aakash Jani The much anticipated Google Pixel 6 Pro has arrived in our lab for teardown. This one took us some time to find! The phone
Alder Lake Steals Gaming-CPU Crown
Intel’s Core i9-12900K chip delivers a double-digit performance advantage over AMD’s fastest Ryzen processor. To do so, it runs at a sweltering 241W while using new superfast DDR5 DRAM.
Cadence HiFi Family Adds a Little One
The new Tensilica HiFi 1 DSP consumes less die area and power than the popular HiFi 3 but adds new instructions that improve performance on Bluetooth 5’s Low Complexity Communication Codec (LC3).
Marvell 5nm Switch Handles 5G RAN
Marvell’s first Ethernet switch built in 5nm technology is for carrier access rather than data centers. The Prestera DX7321 joins the DX73xx family, which handles Ethernet speeds up to 400Gbps.
Q3 Global Semiconductor Sales Increase 27.6% Year-to-Year
The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors totaled $144.8 billion during the third quarter of 2021, an increase of 27.6% over the third quarter of 2020 and 7.4% more than the second quarter of 2021.
Savoring the Fall Rise
SOC Mobile and SOC Computing recorded the biggest gains, hitting fresh new highs for the year
Process Control and Optimization
This was the latest of Applied’s series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading.
SEMI Applauds Inclusion of Advanced Manufacturing Investment Credit in U.S. Build Back Better Reconciliation Bill
SEMI, the industry association serving the global electronics design and manufacturing supply chain, today applauded the inclusion of an Advanced Manufacturing Investment Credit in the Build Back Better reconciliation bill.
Intel's Foundry Strategy for Growth & Idm 2.0: What's Different?
Many find Pat Gelsinger's foundry strategy for Intel to be counter-intuitive. One thing is for sure, his IDM 2.0 strategy is on a Grove-ian level of doing the unexpected.
Apple’s First GaN Charger
Apple's First GaN Charger Stephen Russell October 28, 2021 It has been heavily rumoured and anticipated for a few years now, but we have finally seen Apple make the switch to using gallium nitride (GaN) as the power transistor in one of their
Semiconductor Sales to Pass Half-A-Trillion
Still, 2021 will be the year in which semiconductor sales blew past a Half-a-Trillion and Logic at a Quarter-Trillion!
Apple A15 Extends Battery Life
The new A15 processor doubles its system cache to an industry-leading 32MB and drives double-digit performance gains across the CPU, GPU, and AI engine, while boosting battery life.
Order Activity Is Straight and Level
With lead times for semiconductor equipment stretching well into 2022, equipment manufacturers are feeling increasingly optimistic about next year
Coherent Logix Debuts Edge-AI SoC
After serving niche applications with its reconfigurable designs, Coherent Logix introduced an SoC that will serve as a development vehicle for edge AI, software-defined radio, and other real-time applications.
Strategy and Tactics: Samsung’s Strategy Shift and Why We Climb Exponentials
This month was treated with SFF, or the 2021 Samsung Foundry Forum. As expected, it was a technology tour de force. What was unexpected was a fundamental shift in strategic positioning.
North American Semiconductor Equipment Industry Posts September 2021 Billings
North America-based semiconductor equipment manufacturers posted $3.72 billion in billings worldwide in September 2021 (three-month moving average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.
Applied Materials' Master Class on Process Control and Optimization
This was the latest of Applied's series intended to update investors on the nitty-gritty details of modern semiconductor technology, while showing why Applied is leading.
Semiconductor Sales Turned Up
Semiconductor Sales growth continues to slow due more to 2020 comps than a real decline.
ASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021
ASML Holding NV (ASML) has published its 2021 third-quarter results. Q3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion; Q3 net bookings of €6.2 billion; ASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%.
Webinar: Technical and Financial Teardown of the Apple iPhone 13 Pro
TechInsights and Bloomberg Intelligence Analysts presented their findings on this year’s Apple flagship phone, the iPhone 13 Pro, in this webinar presentation.
Calmly Building Next Year's Nest
Memory activity slipped by another point but the decline was offset by SOC Mobile, which jumped higher
SEMICON Japan 2021 Returns Live in Tokyo to Highlight Semiconductor Industry Innovation, Growth Opportunities
Leading-edge technologies including artificial intelligence (AI), 5G, Internet of Things (IoT), MEMS and sensors, quantum computing and advanced 3D packaging will take center stage at SEMICON Japan 2021 Hybrid as visionary keynote speakers and industry leaders gather to share insights into the latest trends and innovations driving semiconductor industry growth.
SEMICON Europa 2021 to Spotlight Smart Technologies, Digital Transformation, Semiconductor Industry Growth
With leading-edge technologies such as artificial intelligence (AI), 5G and robotics at the heart of digital transformation, SEMICON Europa 2021 will convene industry visionaries and experts for insights into the latest innovations and smart applications powering the next wave of semiconductor industry growth.
Google Builds Video-Transcoder Chip
To better support its massive YouTube business, Google has created its own video-transcoding chip. The VCU design offers a 40x performance gain compared with CPUs.
Loihi 2 Advances Spiking R&D
Intel Labs has developed a second-generation neuromorphic processor using the Intel 4 process. It’s also offering the open-source Lava framework to advance neuromorphic software.
Semiconductor sales took a deep post-September dive last week
Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.
Global Silicon Wafer Shipments Projected to Log Robust Growth Through 2024, SEMI Reports
Global silicon wafer shipments are projected to register robust growth through 2024, with wafer area increasing 13.9% year-over-year in 2021 to a record high of nearly 14,000 millions of square inches (MSI), SEMI reported today in its annual silicon shipment forecast for the semiconductor industry.
Applied Materials Unveils eBeam Metrology System that Enables a New Playbook for Patterning Advanced Logic and Memory Chips
Applied Materials, Inc. today unveiled a unique eBeam metrology system that enables a new playbook for patterning control based on massive on-device, across-wafer and through-layer measurements.
Veeco Receives Multi-System Order for New ADS-800 SRD™ System Targeting Power Electronics
Veeco Instruments Inc. (NASDAQ: VECO) announced today that it has received a multi-system order for its new ADS-800 SRD™ System from a leading semiconductor supplier.
ACM Research Announces Order for SAPS Evaluation Tool from Major Global Semiconductor Manufacturer
ACM Research, Inc. (ACM) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications, today announced the receipt of an evaluation tool order for its Ultra C SAPS frontside cleaning tool from a major global semiconductor manufacturer.
Samsung's Strategy Shift and Why We Climb Exponentials
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content
TechInsights Acquires The Linley Group to Further Expand Its Platform of Semiconductor Content OTTAWA, ON, October 14, 2021 - TechInsights Inc. is pleased to announce the acquisition of The Linley Group, Inc., an industry-leading source for
Semiconductor Sales Take a Deep Dive
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Power and Compound Fab Capacity Projected to Top Record 10 Million Wafers Per Month in 2023, SEMI Reports
Fueled by pent-up demand for automotive electronics caused by semiconductor supply chain disruptions wrought by the pandemic, worldwide installed capacity for power and compound semiconductor fabs is projected to top 10 million wafers per month (WPM) for the first time in 2023, growing to 10.24 million WPM (in 200mm equivalents) and climbing to 10.6 million WPM in 2024, SEMI announced today in its Power & Compound Fab Report to 2024.
Anton 3 Cracks Molecular Dynamics
Billionaire David E. Shaw has spent two decades quietly building highly specialized supercomputers. Anton 3 is his newest ASIC for accelerating molecular-dynamics simulations.
Cadence Takes Tensilica AI to the Max
The new Tensilica AI lineup comprises three product tiers that Cadence calls AI Base, AI Boost, and AI Max, along with a new accelerator and a multicore model that can deliver up to 32 TOPS.
Samsung Demos In-Memory Processing
The company disclosed architecture and performance details for the processor-in-memory (PIM) version of its popular Aquabolt HBM2. The HBM-PIM, dubbed Aquabolt-XL, adds compute to a drop-in HBM2 stack.
The Industry Is Soaring but Carries a Tether of Caution
Equipment suppliers continue to see a very strong level of activity which is why they expect 2022 to be another solid year for them.
The Industry Is Soaring but Carries a Tether of Caution
Informing the media, public, and investors about semiconductor manufacturing trends and semiconductor industry outlook in wafer fab equipment, ATE, and assembly tools throughout the week with data and summaries from VLSI's latest reports and data analytic programs.
Downturn Warning Signs. Excessive CapEx Exuberance
Comments, Questions & Answers: IBM's Telum processor. DRAM Contract vs Spot Prices. Downturn Warning Signs. Excessive CapEx Exuberance.
Semiconductor Market on Track to Hit $0.6t in 2021
The positive sign that electronic prices are turning up, Wafer prices are 40% higher than a year ago, August WSTS was really strong, and Power Semiconductors.
Semiconductor Sales Closing in on a Record $600m Year
Semiconductor sales closed in on $12B, another all-time weekly record. Semiconductor Sales are closing in on a record $600M in 2021 with 24% growth.
IBM’s Telum processor. Aart deGeus on EDA-AI.
IBM is a powerhouse in AI, as it has always been a powerhouse in semiconductor research. But this is often in the shadow of west-coast technology giants who dominate west-centric conferences.
Semiconductor Industry Strategic Trends
This is the talk Dan Hutcheson gave for the Semiconductor Industry Association’s state of the U.S. semiconductor industry webinar.
YMTC 128L 3D Xtacking 2.0 TLC NAND
YMTC 128L Xtacking 2.0 for SSD! Finally, they might catch up with Samsung, SK hynix, and KIOXIA Dr. Jeongdong Choe September 23, 2021 TechInsights just found and quickly reviewed YMTC 128L TLC die removed from Asgard Memory (Powev Electronic
Apple iPhone 13 Pro Teardown
We received the iPhone 13 and iPhone 13 Pro in our labs and identification and early costing analysis are available below.
TSMC's Gift to the Industry
This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about: TSMC’s gift to the industry, 2021 forecast updates: Few notable changes, 2022 the big question of much higher growth, and the next big thing in image sensors.
Whitepaper - Software is Critical to Edge-AI Deployment
This white paper describes the importance of a flexible and robust software stack to edge-AI deployment. Processor vendors and intellectual-property licensers often tout the theoretical performance of their designs, but the neural-network compiler, run-time engine, and scheduler are just as critical to realizing that potential in production systems. The Linley Group prepared this paper, which EdgeCortix sponsored, but the opinions and analysis are those of the author.
Europe's Semiconductor Share Loss and Most Advanced Memory Maker
This week Andrea Lati, Dan Hutcheson, and Jason Abt discuss what insiders are saying about: Has Europe really lost so much share of semiconductor manufacturing, going from 44% in 1990 to 9% in 2020?, Semiconductor forecast of 26% for ICs and current market status, the DRAM disconnect of spot prices and contract prices and Memory.
Fitbit Luxe Teardown
Will the Fitbit Charge 5 Outshine the Fitbit Luxe? Stacy Wegner September 9, 2021 We don’t know, and we do not comment on whether one device is better than its previous generation. What we do, is look at and compare generations of devices. And while
Semiconductor Communications Market Share and Forecast
Provides five-year revenue forecasts for many categories of communications semiconductors, including Ethernet products, smart NICs, embedded and server processors, and FPGAs.
Disruptive Technology: TSMC 22ULL eMRAM
TSMC 22ULL eMRAM Die removed from Ambiq™ Apollo4 Another Disruptive Technology on Embedded Memory! Another disruptive product on embedded Memory (eMemory) has been arrived and quickly reviewed! TSMC has successfully developed and commercialized 22 nm
AMD's Chiplet Roadmap - the Nvidia-Arm Deal - Forecast
This week Andrea Lati, Dan Hutcheson, Jason Abt, and Risto Puhakka discuss what insiders are saying about. What is AMD doing next with chiplets? UK pumps the brakes on the Nvidia-Arm deal. What’s up at Intel and new processor segmentation? What’s driving continued growth in semiconductor equipment?
Bite-sized Webinar On-Demand: A Comparison of GaN Technology Approaches in USB-C Power Adapters
TechInsights has examined several GaN design wins in wall charger technology. This 22-minute presentation provides a quick comparison of the different GaN integration strategies that we have observed in recent USB-C adapters.
Intelligent move: Ottawa's TechInsights acquires San Jose-based market research firm VLSI
An Ottawa company that gives global semiconductor giants detailed breakdowns of how their competitors’ technology works has joined forces with a leading Silicon Valley market research firm as it looks to broaden its corporate intelligence skills.
TechInsights acquires VLSIresearch… with Gavin Carter, CEO of TechInsights
It’s time to bring the core-technology and market analysis closer again, which explains why TechInsights has acquired VLSIresearch. In this interview, Dan Hutcheson has a conversation about this with Gavin Carter from TechInsights, where he’s CEO.
TechInsights and VLSIresearch join forces
Innovation Decisions Accelerated: TechInsights Acquires VLSIresearch TechInsights is pleased to announce the acquisition of VLSI Research Inc., the award-winning provider of market research and economic analysis covering the semiconductor supply
Micron 176L 3D NAND
NAND Memory Technology Micron B47R 3D CTF CuA NAND Die, the World’s First 176L (195T)! Micron’s 176L 3D NAND is the world’s first 176L 3D NAND Flash memory. TechInsights just found the 512Gb 176L die (B47R die markings) and quickly viewed its process
Latest SJ-MOSFET Technology, Can It Still Compete with Wide Bandgap?
Power Semiconductor Technology Latest SJ-MOSFET Technology, Can It Still Compete with Wide Bandgap? Now both silicon carbide (SiC) and gallium nitride (GaN) products are having an impact in the marketplace, it is easy to think that there is no longer
The Auto Shortage Is a Riddle, Wrapped in a Mystery, Inside an Enigma
This week Andrea Lati, Dan Hutcheson, John West, and Risto Puhakka discuss what insiders are saying about the Auto IC shortage and how the 4Q21 Forecast is shaping up.
Advanced Micro-Fabrication Equipment Inc. China earns its second triple crown
Provides state-of-the-art equipment, process knowhow, and all-star support to customers in front-end semiconductor manufacturing, back-end wafer level packaging, LED production, MEMS applications, and other semiconductor fabrication processes.
Micron DDR5 DIMM Technology
DRAM Memory Technology Disruptive Product: What technology node for 1st DDR5 DIMM? DDR5 is a new generation of Memory! All the major DRAM players are moving forward to a faster DRAM, DDR5. DDR5 improves power management (1.1V vs. 1.2V for DDR4) as
ASML awarded five stars across all of its categories
As the leading lithography innovator in the chip industry, ASML’s solutions in lithography and process control have been making it possible for chip makers progress in better and faster devices.
ASM Pacific Technology secures its fifth triple crown
ASM Pacific Technology, the world leader in the supply of semiconductor assembly and packaging equipment, awarded 4 VLSI Stars with a solid 8.47.
Micron 1α DRAM Technology
DRAM Memory Technology Micron D1α, '14 nm'! The Most Advanced Node Ever on DRAM! D1α! It’s 14 nm! After a quick view on Micron D1α die (die markings: Z41C) and cell design, it’s the most advanced technology node ever on DRAM. Further, it’s the first
EUV光刻机争夺战,升级!(EUV lithography machine battle, upgrade!)
The battle for EUV lithography machines is gradually intensifying.
Memory Technology Highlights from TechInsights 2021 Webinar
Due to strong and growing demands for memory chips from storage, mobile, and AIOT market, all the memory players are striving to increase density/performance, reduce manufacturing cost, and develop the new and innovative technologies for each generation.
How many mini-LEDs did Apple pack into the iPad Pro?
Teardown Technology Stacy Wegner How many mini-LEDs did Apple pack into the iPad Pro? An in-depth look at the Liquid Retina XDR display Note: this article provides an update to the Displays section of our lengthier article on the TechInsights
Electric Vehicle Technologies Webinar: An in-depth analysis from the market to the semiconductor
This webinar will be jointly delivered by Strategy Analytics, Munro & Associates, and TechInsights. Each organization brings a wealth of knowledge to the discussion, with Strategy Analytics covering market information, Munro & Associates covering electronic systems, schematics, components, and mechanical structures, and TechInsights analyzing components at the semiconductor level.
Intel 2nd Generation XPoint Memory
Embedded and Emerging Memory Technology Here, we have the Intel 2nd gen. XPoint Memory die! Finally, we’ve found the Intel XPointTM Memory 2nd generation die! We’ve quickly viewed the die removed from Intel OptaneTM SSD DC P5800X 400GB (Model
Teardown: Apple iPhone 12 Pro Max 5G
Electronics360 News Desk: The following is a partial deep dive into a Teardown of the Apple iPhone 12 Pro Max 5G smartphone conducted by TechInsights.
Apple iPad Pro Teardown
In this year’s iPad Pro, the new 12.9” mini-LED display and new TrueDepth camera system may be taking ‘Center Stage’ for many users, TechInsights will continue to look deeper for other semiconductor and design winners inside the new iPad Pro.
Groundbreaking SenSWIR Sensor by Sony- IMX990/IMX991
This approach presents two advantages, the Cu-Cu DBI can help reduce the overall height of the Die while Die-to-Wafer hybridization can help reduce the per-Die cost, thereby facilitating greater utilization of Sony’s SWIR technology for a wide range of applications. Recently, TechInsights revealed the first detailed cross-sectional image of the 1.34MP.
Webinar: The Power Revolution - Innovation and IP in Power Management Technologies
The panel will discuss the making of power devices using semiconductors, power management technologies and products that use power efficiently, and the enforcement of the intellectual property rights associated with semiconductors and power management technologies.
Apple Homepod Mini Teardown
May 5, 2021 Teardown Technology A quick look inside the Apple Homepod Mini design wins, but is there a secret part waiting to be intialized? The Apple HomePod Mini A2374 is a voice-interactive smart speaker with Siri assistant. It features four
Guide to Processors for Deep Learning
Provides market share data for many categories of communications semiconductors, including Ethernet products, processors, and FPGAs.
Intel's 2nd Generation XPoint Memory
April 30, 2021 Dr. Jeongdong Choe Intel's 2nd Generation XPoint Memory - Will it be worth the long wait ahead? In 2017, TechInsights analyzed the details on Intel 1st gen. XPoint Memory (OptaneTM Memory 16GB, MEMPEK1W016GA) including structure
Qualcomm extends their mmWave leadership position
April 21, 2021 Kyle Nolan Qualcomm extends their mmWave leadership position 5G mmWave is still far from worldwide adoption but Qualcomm is keeping their foot on the pedal despite no one really close on their tail. One of Qualcomm’s Sr. Directors of
Samsung D1z LPDDR5 DRAM with EUV Lithography (EUVL) - Memory Blog
April 16, 2021 Dr. Jeongdong Choe Originally published in Samsung D1z LPDDR5 DRAM with EUV Lithography (EUVL) Finally! After months of waiting, we have seen Samsung Electronics’ applied extreme ultraviolet (EUV) lithography technology for D1z DRAM in
World’s First 1 Gb 28 nm STT-MRAM Product - by Everspin
March 30, 2021 Embedded & Emerging Memory World’s First 1 Gb 28 nm STT-MRAM Product - by Everspin Everspin’s new 1-Gigabit (Gb) Spin Torque Transfer Magneto-resistive Random Access Memory (STT-MRAM) device with a 28 nm process is the world’s first 1
TechInsights identifies some of Blackberry’s highest value patent assets through portfolio analysis
March 23, 2021 Abdullah Rahal TechInsights identifies some of Blackberry’s highest value patent assets through portfolio analysis Download the Summary of Analysis TechInsights’ analysts have examined the Blackberry patent portfolio and partitioned it
KIOXIA’s new XL-FLASH for ultra-low latency NAND application
March 23, 2021 Dr. Jeongdong Choe KIOXIA’s new XL-FLASH for ultra-low latency NAND application We’ve just found a new XL-FLASH product with 96L BiCS4 NAND cell architecture from KIOXIA. According to KIOXIA, XL-FLASH is extremely low-latency, high
Dynamic Vision Sensors – A Brief Overview - Image Sensor TechStream Blog
Dynamic Vison Sensors are Asynchronous imagers. Much like the human eye, they are designed to respond to changes in brightness, with no “Frames” to capture
Advanced 1 Gb 28 nm STT-MRAM products from Everspin Technologies
March 16, 2021 Dr. Jeongdong Choe Advanced 1 Gb 28 nm STT-MRAM products from Everspin Technologies We’ve been waiting for a long time to see the technology details of Everspin’s new stand-alone 1-Gigabit (Gb) Spin Torque Transfer Magneto-resistive
A New and advanced ReRAM from Fujitsu
March 9, 2021 Dr. Jeongdong Choe A New and advanced ReRAM from Fujitsu We’ve been analyzing a new ReRAM product from Fujitsu Semiconductor. Fujitsu 8 Mb MB85AS8MT is the world’s largest density as a stand-alone mass-produced ReRAM product. The
GaN USB-C Charger Market Heating Up in 2021
March 10, 2021 Sinjin Dixon-Warren Power Technology GaN USB-C Charger Market Heating Up in 2021 Gallium nitride (GaN) based high power USB chargers for smartphones, tablets and laptops is a growing area in the power electronics market. TechInsights
Prospects for Commercial High Voltage Silicon Carbide Devices - a Summary
March 03, 2021 Dr Peter Gammon Power Technology Prospects for Commercial High Voltage Silicon Carbide Devices - a Summary SiC power devices have the potential to reach voltage ratings beyond 30 kV, yet today, SiC chip manufacturers are focussed on
Webinar: Selected Imager and Sensor Trends and Comparisons
The intent of this webinar is to share selected content from our 2020 Image Sensor Device Essentials (DEF) subscription annual presentation.
Moore’s Law: Dead or Alive
Moore's Law: is it Dead or Alive? It’s a perennial subject that has come back in 2021. Without the chip industry you would not have a smartphone or a notebook computer at your side … no Facebook or Google either … only a slide rule, a pen, and paper
LiDAR 101 – Solid-State and Mechanical LiDARs
February 19, 2021 Automotive Technology LiDAR 101 – Solid-State and Mechanical LiDARs 2020 has been an exciting year for LiDAR manufacturers. Five LiDAR companies (Velodyne Inc, Luminar Technologies Inc, Innoviz Technologies Ltd, Aeva Inc, and Ouster
Webinar: Gearing Up for the Electric Vehicle (EV) Revolution
In this seminar we will discuss the major players, their technology choices and how they tie into the strict reliability standards required by the automotive industry.
Qualcomm Snapdragon 888 in the Xiaomi Mi 11 brings a new 5 nm entrant to market
February 03, 2021 Logic Disruptive Technology Download the brief Qualcomm Snapdragon 888 in the Xiaomi Mi 11 brings a new 5 nm entrant to market With their release of the Snapdragon 888, Qualcomm finds itself in competition with other 5 nm offerings
A Guide to Processors for Deep Learning
Covers processors for accelerating deep learning, neural networks, and vision processing for AI training and inference in data centers, autonomous vehicles, and client devices.
Supporting IP strategy in the semiconductor industry
Supporting IP strategy in the semiconductor industry Growing complexity of the chip market has made it harder than ever for intellectual property owners to monitor developments, making reverse engineering a crucial process The breadth of reverse
Analysts’ Choice Winners for 2020
The Linley Group recognizes 2020’s top products in the categories of data center, PC, embedded, mobile, networking, processor IP, and related technology. And the winners are…
Sony d-ToF Sensor found in Apple’s new LiDAR camera
January 19, 2021 Image Sensor Disruptive Technology Sony d-ToF Sensor found in Apple’s new LiDAR camera Apple’s LiDAR camera was first observed in 2020’s iPad Pro; as expected, we saw that same part used in the iPhone 12 Pro in October. Industry
2021 Forecast ... with Andrea Lati
2020 was a tumultuous year. Semiconductors decoupled from the macroeconomy and semiconductor production equipment demand boomed.
Webinar: Increasing Value of Semiconductor IP in the Automotive Supply Chain
Today, automobiles are more than just transportation devices. Automobiles are hotspots with entertainment systems, state of the art communications capabilities, and cutting edge displays that do far more than navigation.
2020 Semiconductor Mask Maker’s Survey ... a conversation with Aki Fujimura of the eBeam Initiative
Aki Fujimura discusses what the eBeam Initiative found in its 2020 Mask making survey. Every year, they run two surveys of mask makers and its luminaries.
Teardown: Velodyne Lidar Puck VLP-16 sensor (Electronics360)
A deep dive into the major components used in the light detection and ranging technology. Posted in Electronics360.
Webinar: Emerging GaN Technology in USB-C Power Delivery Adapters
In this presentation we will survey the different GaN integration strategies that we have observed in recently procured USB adapters. It is believed that GaN brings compelling advantages in terms of efficiency for adapter and other power supply products; however, achieving these efficiencies in a cost-effective manner can be challenging.
3D flash memory, 176 layers!
So far, NAND Flash has shown a white-hot stage. Not long ago, storage vendors were still "seeing the scenery on the high platform of flash memory" with 128 layers.
Webinar: Memory Technology 2020 and Beyond - NAND, DRAM, Emerging and Embedded Memory Technology Trends
Memory Technology 2020 and Beyond NAND, DRAM, Emerging and Embedded Memory Technology Trends This webinar was presented by TechInsights In this webinar, Dr. Jeongdong Choe will present his detailed review of the latest NAND, DRAM, emerging and
Webinar: An Examination of the Technical and Financial Implications of the Apple iPhone 12
The information presented in this webinar will be of greatest interest to those looking to understand the semiconductor design wins of the iPhone 12, and related financial implications to companies like Qualcomm, Broadcom, Skyworks, Qorvo, Cirrus Logic, Dialog Semiconductor, and more.
Micro Loading And Its Impact On Device Performance
How SEMulator3D can be used to study micro loading and manufacturing variability in an advanced DRAM process that exhibits a wiggling AA profile.
Webinar: ALD/ALE Process in Commercially Available Memory Devices
This presentation will examine some of the different structures we have seen through the evolution of these technologies, in particular the latest 3D-NAND and DRAM parts. We will also look at several historical applications of ALD/ALE technology that have been observed through reverse engineering.
iPhone Camera History: iPhone 12's Alternative and Normal
The evolutionary history of the iPhone camera can also be seen as the history of the development of the phone CIS, even if the iPhone does not fully follow the CIS technology trends to advance. Just take this opportunity, but also through the last
Webinar: Space, Power, BEAMs – Shorten the trek to gain the edge in 5G transceiver design and manufacturing
During this 30-minute presentation our experts will provide exclusive insight of our findings on the latest 5G mmWave transceiver architecture with a focus on the solution, including the QTM052 Antenna module from Qualcomm.
SK hynix 128L 3D PUC NAND (4D NAND)
SK hynix has released the world’s first 128-layer (128L) 3D NAND, which they have termed 4D NAND. This is their second NAND generation built using Periphery Under Cell (PUC) architecture; the first was their 96L NAND. In PUC architecture, peripheral
Webinar: ALD/ALE Process in Commercially Available Logic Devices
This presentation on the Atomic Layer Deposition/Atomic Layer Etching (ALD/ALE) process examines some of the different structures we have seen during the evolution of these logic technologies, in particular the latest 7 nm and 10 nm devices.
60 years of the Semiconductor industry and its changing patent strategy
Contributed by: Arabinda Das Today the semiconductor industry is a behemoth whose annual sales revenue crosses US $400 Billion. Over its 60 years of existence, this mature industry has experimented with various models like integrated device
Memory Process Webinar: 3D NAND Word Line Pad (WLP)
In this webinar, we present a comparison of 9x-layer 3D NAND devices from major manufacturers: Samsung, KIOXIA / Western Digital, Intel / Micron and SK hynix. The process sequence is discussed, with emphasis on the word line pad (WLP), also commonly known as staircase.
On Demand Webinar: A Review of the Power Device Ecosystem & IP Landscape for GaN
This webinar will be a review of the 650 V power MOSFET ecosystem and IP landscape. We will discuss the technologies in light of an early seminal GaN HEMT patent, demonstrating how reverse engineering can show innovation.
Apple iPhone 11 Pro Teardowns Look Encouraging for STMicro and Sony
STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.
Tesla Poised to Apply Maxwell’s Dry Electrode Innovation to Battery Cell Fabrication
Posted: February 7, 2019 Contributing Authors: Marty Bijman and Jim Hines Figure 1 – Tesla's portfolio including Maxwell and SolarCity acquisitions Figure 2 – Tesla Portfolio landscapes showing which inventions originated from Tesla, SolarCity, and
Creating Better Applications Through Patent Strengthening
Patent strengthening is the term we use to refer to the process of achieving the greatest potential for value from a patent during the prosecution – before a patent is even granted.
What does Uber’s patent landscape look like?
Posted: February 27, 2018 Contributing Authors: Marty Bijman Recently, IAM’s Timothy Au posted a blog providing a look at Uber’s portfolio. The blog references Uber’s portfolio makeup, and provides a chronicle of their IP events over the last 5 years
A Guide to Multicore Processors
Covers 32- and 64-bit embedded processors with four or more CPU cores that are used for wires and wireless communications, storage, security, and other applications.
A Guide to Ethernet Switch and PHY Chips
Covers data-center switch chips for 10G, 25G, 40G, 50G, and 100G Ethernet. Also includes physical-layer (PHY) chips for 10GBase-T and 100G Ethernet.
A Guide to Processors for IoT and Wearables
Covers processors and connectivity chips for IoT clients and wearable devices, focusing primarily on single-chip solutions with integrated radios.