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Latest:
  • Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed
  • Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry
  • Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
  • Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
  • Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
SemiAnalysis

SemiAnalysis

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Intel Logic 

Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed

November 12, 2020November 12, 2020 Dylan Patel 0

Icelake server CPUs are set to qualify for production at the end of Q4 2020 and ramp in Q1 2021

Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry

October 30, 2020October 30, 2020 Dylan Patel 0

Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

October 27, 2020October 28, 2020 Dylan Patel 1

Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company

October 25, 2020October 27, 2020 Dylan Patel 2

Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem

August 21, 2020October 27, 2020 Dylan Patel 7

DRAM

DRAM Lam Logic 

LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business

May 22, 2020May 26, 2020 Dylan Patel 0

The dry photoresist technology LAM has developed could become a multiple billion dollars business by the end of the decade.

Moore’s Law is Dead for DRAM and that is Great for SemiCap

May 22, 2020June 13, 2020 Dylan Patel 0

NAND

YMTC Fab

The Impending Chinese NAND Apocalypse

May 22, 2020June 13, 2020 Dylan Patel 0

SemiAnalysis projects that within the next 5 years, at least a few of the companies with a NAND fab will consolidate or sell their stakes.

Bridging the gap between business and the worlds most important industry.

Recent Posts

  • Intel Icelake Server Die Size & Floorplan Inefficiencies Revealed November 12, 2020
  • Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry October 30, 2020
  • Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims October 27, 2020

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  • Qualcomm
  • TSMC

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Apple Corporate DRAM Intel Lam Logic Mobile NAND Nvidia Qualcomm TSMC