Strategy and Tactics: IEDM 2020: Chip Maker Strategies. The Auto IC Shortage
The Chip Insider®
January 15, 2021 — Strategy and Tactics: IEDM 2020: Chip Maker Strategies. The Auto IC Shortage.
WildPhotons: Probability: So true in general. So fallacious in particular ...
G. Dan Hutcheson
Summaries:
IEDM 2020: What it said about the most important drivers of the semiconductor supply chain. By this, I mean where the focus was at IBM, Intel, GlobalFoundries, Samsung, and TSMC. In general, the Logic focus on Gate-All-Around (GAA), 3D-Integration, mmWave, new embedded memory, interconnect, and a rich amount of DCTO content. The GAA papers showed an interesting path for vertical integration of logic, which will drive density like we've seen in 3D NAND.
The Auto IC Shortage and the last TCI Graphics: Blindsided by this week's breaking news that Auto companies were shutting down factories because of a lack of semiconductors. The tsunami effect of the deep sea COVID earthquake on Automotive IC sales was first published in Semiconductor Analytics and as ChipChirpsTM back in October. Auto IC market share peaked in the last week of December, 2019. This share fell 2/3rds by the week of 8 May 2020 (2.05), while auto sales grew. The effect of this is laid out below, along with where the blame should lie in the Auto supply chain.
ChipChirpsTM — VLSI's Semiconductor Analytics report and more. ChipChirps are 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: NEW: Silicon Lifecycle Management... with Steve Pateras of Synopsys Making the new normal a better normal ... with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus with Tom Sonderman of Skywater. NOW available as downloadable podcasts on VLSI's Smartphone app.
VLSIinsiders' cloudside chat videos: New: Dec 3: Impact of recent events in China. How 2020 is closing out and 2021 shaping up. 18 Nov: VLSI's Forecast Updates. 4 Nov and 28 Oct: Order Visibility, Red Flags, & the economy. 14 Oct: Order Visibility, Red Flags, ASML. 7 Oct: SMIC, Japan, & the economy.
— Click on The Chip Insider® button in VLSI's App for Android and iOS to download or Click here for the website.
IEDM 2020: What it said about the most important drivers of the semiconductor supply chain. By this, I mean where the focus was at IBM, Intel, GlobalFoundries, Samsung, and TSMC. In general, the Logic focus on Gate-All-Around (GAA), 3D-Integration, mmWave, new embedded memory, interconnect, and a rich amount of DCTO content. The GAA papers showed an interesting path for vertical integration of logic, which will drive density like we've seen in 3D NAND.
The Auto IC Shortage and the last TCI Graphics: Blindsided by this week's breaking news that Auto companies were shutting down factories because of a lack of semiconductors. The tsunami effect of the deep sea COVID earthquake on Automotive IC sales was first published in Semiconductor Analytics and as ChipChirpsTM back in October. Auto IC market share peaked in the last week of December, 2019. This share fell 2/3rds by the week of 8 May 2020 (2.05), while auto sales grew. The effect of this is laid out below, along with where the blame should lie in the Auto supply chain.
ChipChirpsTM — VLSI's Semiconductor Analytics report and more. ChipChirps are 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: NEW: Silicon Lifecycle Management... with Steve Pateras of Synopsys Making the new normal a better normal ... with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus with Tom Sonderman of Skywater. NOW available as downloadable podcasts on VLSI's Smartphone app.
VLSIinsiders' cloudside chat videos: New: Dec 3: Impact of recent events in China. How 2020 is closing out and 2021 shaping up. 18 Nov: VLSI's Forecast Updates. 4 Nov and 28 Oct: Order Visibility, Red Flags, & the economy. 14 Oct: Order Visibility, Red Flags, ASML. 7 Oct: SMIC, Japan, & the economy.
— Click on The Chip Insider® button in VLSI's App for Android and iOS to download or Click here for the website.
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