Equipment Expenditure Shifts, Unknown Unknowns, Intel's Logo
September 4, 2020 — Strategy and Tactics: : Equipment Expenditure Shifts, Unknown Unknowns, Intel's Logo CHC: Wafer size generations. WildPhotons: Bob Noyce on problem solving ...
G. Dan Hutcheson
What's Happening and What's the Meaning:
Litho/Non-Litho Equipment Expenditure Balance Shifting: This balance has swung back-and-forth like a pendulum over the years as the value of process solutions and tool productivity have shifted. The shifts have significant effects on market share. So, what about 2021?
The Unknown Unknowns that will determine Growth in 2021: The number of known unknown factors that will shape next year are unprecedented. We are on a rocket propelled by COVID with the gravitational drag of the Trump-China battles. Both have brought plenty of known unknowns along with the unknown directions they may take. Here are some to keep front-and-center when making your plans for next year:
Intel launches Tiger Lake and a new logo: There are plenty of similarities to the last time Intel introduced a new logo ... The Intel tornado is replaced with a hard-edged somber font ...
Comments, Questions & Answers:
TSMC's fab in Arizona and definitions for last week's TSMC chart.
The Chip History Center:
Wafer size generations
ChipChirpsTM — CNBC rates Intel's 10nm as equal to TSMC's 7nm. Facts from the Far Side. — short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS:
weVISION Videos: Semiconductor solutions to the Coronavirus
with Tom Sonderman of Skywater.
COVID-19 & the Semi Value Chain
with Risto Puhakka.
Coronavirus impact on the semi value chain with Andrea Lati.
Metrology and Inspection's increasing importance with Peter Jenkins of Infinitesima. NOW available as downloadable podcasts on VLSI's Smartphone app.
"When everything seems to be going against you ...
remember that the airplane takes off against the wind" — Henry Ford