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Month: May 2020

DRAM Lam Research Logic 

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

May 22, 2020August 3, 2021 Dylan Patel 0 Comments dry deposit, dry develop, Dry photoresist, dry resist, LAM, LRCX, photoresist, wet deposit, wet develop, wet photoresist, wet resist

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

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China NAND 

The Impending Chinese NAND Apocalypse

May 22, 2020September 13, 2021 Dylan Patel 0 Comments Intel, Kioxia, Micron, NAND, Samsung, SK Hynix, YMTC

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.

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Logic MediaTek Mobile 

Mediatek Stands to Gain the Most from the New Cold War

May 22, 2020August 3, 2021 Dylan Patel 2 Comments China, Huawei, Mediatek, Qualcomm

The new cold war between the US and China is heating up again with Huawei being banned from having their

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DRAM 

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

May 22, 2020August 3, 2021 Dylan Patel 1 Comment DRAM, Node, Shrink

Moore’s law has been the driver of semiconductor capabilities and cost for decades. This phenomenon is still being pushed by

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

Recent Posts

  • Marvell Acquires Tanzanite Silicon To Enable Composable Server Architectures Using CXL Based Memory Expansion And Pooling May 13, 2022
  • Ayar Labs | Co-packaged Optics Revolution | The Most Promising Hardware Startup With Wins At HPE And Nvidia? April 30, 2022
  • Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory! April 17, 2022

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