Corporate – Page 2 – SemiAnalysis

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

September 14, 2021September 16, 2021 Dylan Patel 6 Comments Apple, Avalanche, Blizzard, Firestorm, Icestorm, iPhone 13, Nuvia, Rivos

Apple’s leading CPU team looks to be struggling as they have now delivered no CPU gains for the first generation ever. Apple likely had to delay their next core architecture due due to personnel overturn from the Nuvia exodus. Furthermore, with a new exodus surrounding Rivos, the future doesn’t look so bright. Apple currently has the best client CPU cores, but can they hold this lead against stronger competition from Intel, AMD, and Qualcomm?

Applied Materials Packaging

Advanced Packaging The Size Of Your Monitor | Applied Materials, $AMAT, Modifies Panel PVD Tool For 60x60cm Fan Outs To Usher In A New Age Of Mega Packages

September 13, 2021September 13, 2021 Dylan Patel 0 Comments Advanced Packaging, Fan Out, Panel Level Packaging

Applied Materials panel level packaging enabled advanced fan outs the as large as 600mm by 600mm. It can deposit layers as thin as 10um, and supports embedded die in substrate technologies like Intel’s EMIB or TSMC’s LSI

Apple Mobile

No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar (GSAT) Explained

September 2, 2021September 2, 2021 Dylan Patel 12 Comments Apple, Globalstar, GSAT, iPhone 13, n53, Satellite

No, The iPhone 13 Does Not Have Satellite Internet | Band n53 & Globalstar Explained
Globalstar Sat’s useful life ends 2025-2028 and their future revenue is mostly from terrestrial spectrum licensing!
The stock shouldn’t be up 90%.

Automotive Logic NXP Samsung

NXP Semiconductor (NXPI) CFO Sells 70% Of His Shares As Samsung Acquisition Rumored To Fall Apart

August 31, 2021September 2, 2021 Dylan Patel 0 Comments Automotive, Insider Trading, NXP, Samsung, semiconductor

NXP Semiconductor CFO sells nearly 70% of his shares as Samsung acquisition rumored to fall apart!
Kelly Peter sold 142,311 of his 203,749 shares.
Maybe there is another, completely justifiable reason he needed $32M all at once, but SemiAnalysis did not find one.

Apple Logic

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

August 28, 2021August 30, 2021 Dylan Patel 1 Comment

SemiAnalysis believes this will be the first truly high-performance RISC V design! We are still not sure what their business model is. Licensing, datacenter, mobile, or building until they are acquired by a larger firm all could be viable. Regardless, there seems to be a new, aggressive startup on the block, but this time in the RISC V flavor!

AI Arm China Logic Mobile

The Semiconductor Heist Of The Century | Arm China Has Gone Completely Rogue, Operating As An Independent Company With Inhouse IP/R&D

August 27, 2021September 13, 2021 Dylan Patel 39 Comments Allen Wu, Arm, China, ISP, NPU, Nvidia, Softbank, SPU, VPU

Arm China has gone completely rogue, operating as an independent company with their own IP and R&D. This is the semiconductor heist of the century. There are many questions swirling about what this means for a potential Nvidia takeover or IPO, but it is clear that SoftBank’s short sighted profit driven behavior has caused a massive conundrum.

AI Logic Tesla

The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues

August 25, 2021September 10, 2021 Dylan Patel 5 Comments Dojo, Tesla

Tesla’s Dojo chip and supercomputer have mouth salivating specifications and capabilities, but cost, custom interconnects, memory constraints, lack of software, and the fact that this chip is 2022 or beyond is something we have to keep in mind. SemiAnalysis investigates these while also exploring the partnerships with traditional semiconductor firms.

AI Cerebras Graphcore Nvidia Tenstorrent Tesla

Tesla Dojo – Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

August 20, 2021August 20, 2021 Dylan Patel 9 Comments Dojo, DPU, exapod, Tesla

Tesla has flipped the hardware world on its head by creating a chip with GPU levels of compute, more than the highest end networking chips IO, and high levels of flexibility. They utilize a integrated fan out system on wafer that achieves better scale up and scale out performance than Nvidia, Graphcore, Cerebras, Groq, Tenstorrent, SambaNova, or any other AI training startup.

KLIC Logic Packaging

Kulicke & Soffa Industries, $KLIC, Crushes Earnings But Continues To Sandbag, $6 EPS ’21, $6.75 EPS ’22

August 5, 2021August 5, 2021 Dylan Patel 0 Comments KLIC, OSAT, trailing edge, wirebonders

SemiAnalysis has been clamoring about $KLIC for nearly a year on Twitter and backchannels, and after outsized beats, we are even more bullish. Even after the recent run up, it is currently trading at about 10x SemiAnalysis’s 2021 Projected EPS ($6). This is above Wall Street consensus, but there is room for this estimate to be beaten. 2022 Projected EPS is $6.75.

AI Logic Packaging Tesla TSMC

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

August 4, 2021August 5, 2021 Dylan Patel 4 Comments Dojo, InFO_SOW, System On Wafer, Tesla

Tesla is known for having their own silicon strategy for their automobiles and was rumored to be working on a AI training chip for their own datacenter use cases as well. An image of this chip was posted and it is quite bizarre. It looks like it could be the first TSMC InFO_SoW product.