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

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

Dylan Patel 1
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
Apple Mobile Qualcomm 

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

Dylan Patel 2
Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Logic Nvidia 

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

Dylan Patel 7
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
DRAM Lam Logic 

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

Dylan Patel 0
Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
Apple Corporate Logic TSMC 

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

Dylan Patel 1
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
Apple Mobile Qualcomm 

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

Dylan Patel 2
Jensen Huang’s Vision For Data Center Dominance Will Destroy The Arm Ecosystem
Logic Nvidia 

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

Dylan Patel 7
LAM Research (LRCX) Dry Deposit and Resist Could Become a Multi-Billion Dollar Business
DRAM Lam Logic 

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

Dylan Patel 0

DRAM

DRAM Lam Logic 

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

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

Dylan Patel 0

NAND

YMTC Fab

The Impending Chinese NAND Apocalypse

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.