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From: BeenRetired4/6/2021 7:48:14 AM
   of 19193
 
Global semiconductor sales rise [14.7%] on year in February
Jessie Shen, DIGITIMES, Taipei
Tuesday 6 April 2021

Worldwide sales of semiconductors came to US$39.5 billion in February 2021, rising 14.7% on year but down a slight 1% sequentially, according to SIA.

Regionally, sales increased on a year-to-year basis in China (18.9%), Asia Pacific/All Other (18.2%), the Americas (9.7%), Japan (7.6%) and Europe (6.8%). On a month-to-month basis, sales increased 1.5% in Asia Pacific/All Other and 0.8% in Europe, held flat in China, but fell 3.4% in Japan and 5.9% in the Americas.

"Sales into the China market saw the largest year-to-year growth, largely because sales there were down substantially early last year," said John Neuffer, SIA president and CEO. "Global semiconductor sales during the first two months of the year have outpaced sales from early in 2020, when the pandemic began to spread in parts of the world."

P.S.
My WAG?
EUV Age starts in earnest with 3nm SuperFin GAA.
EUV Age Thingy demand will dwarf DUV era demand.

This is JUST the start.

ASML

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From: BeenRetired4/6/2021 11:21:00 AM
1 Recommendation   of 19193
 
Ice Lake? Meh. DDR5, PCIe 5 Sapphire Rapids '21, too...

Last of Swan catwalk stuff.
Anticipating Gelsinger EUV lineup.
Soon...

ASML

The Competitive Hurdle Still Stands

As impressive as the new Xeon 8380 is from a generational and technical stand-point, what really matters at the end of the day is how it fares up to the competition. I’ll be blunt here; nobody really expected the new ICL-SP parts to beat AMD or the new Arm competition – and it didn’t. The competitive gap had been so gigantic, with silly scenarios such as where a competing 1-socket systems would outperform Intel’s 2-socket solutions. Ice Lake SP gets rid of those more embarrassing situations, and narrows the performance gap significantly, however the gap still remains, and is still undeniable.

We’ve only had access limited to the flagship Xeon 8380 and the mid-stack Xeon 6330 for the review today, however in a competitive landscape, both those chips lose out in both absolute performance as well as price/performance compared to AMD’s line-up.

Intel had been pushing very hard the software optimisation side of things, trying to differentiate themselves as well as novel technologies such as PMem (Optane DC persistent memory, essentially Optane memory modules), which unfortunately didn’t have enough time to cover for this piece. Indeed, we saw a larger focus on “whole system solutions” which take advantage of Intel’s broader product portfolio strengths in the enterprise market. The push for the new accelerator technologies means Intel needs to be working closely with partners and optimising public codebases to take advantage of these non-standard solutions, which might be a hurdle for deployments such as cloud services where interoperability might be important. While the theoretical gains can be large, anyone rolling a custom local software stack might see a limited benefit however, unless they are already experts with Intel's accelerator portfolio.



There’s also the looming Intel roadmap. While we are exalted to finally see Ice lake SP reach the market, Intel is promising the upcoming Sapphire Rapids chips for later this year, on a new platform with DDR5 and PCIe 5. Intel is set to have Ice Lake Xeon and Sapphire Rapids Xeon in the market concurrently, with the idea to manage both, especially for customers that apply the leading edge hardware as soon as it is available. It will be interesting to see the scale of the roll out of Ice Lake with this in mind.

At the end of the day, Ice Lake SP is a success. Performance is up, and performance per watt is up. I'm sure if we were able to test Intel's acceleration enhancements more thoroughly, we would be able to corroborate some of the results and hype that Intel wants to generate around its product. But even as a success, it’s not a traditional competitive success. The generational improvements are there and they are large, and as long as Intel is the market share leader, this should translate into upgraded systems and deployments throughout the enterprise industry. Intel is still in a tough competitive situation overall with the high quality the rest of the market is enabling.

Conclusion & End Remarks - Intel 3rd Gen Xeon Scalable (Ice Lake SP) Review: Generationally Big, Competitively Small (anandtech.com)

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From: BeenRetired4/6/2021 11:28:44 AM
   of 19193
 
digitimes tomorrow teaser:
Volume Apple (4nm?) A15 APU ahead of schedule...

Longtime Apple supplier TSMC is set to begin mass shipments of Apple's upcoming A15 chip for the iPhone 13 ahead of schedule at the end of May, according to a snippet of a full report set to be published tomorrow by DigiTimes.

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From: BeenRetired4/6/2021 11:36:00 AM
   of 19193
 
Startup TenaFe dumps DRAM for PCIe 4 SSD controller

By Chris Mellor
April 1, 2021

Two former Micron execs have set up their second SSD controller company. CEO Mike and Lee Chief Scientist Cody (Yingquan) Wu founded Tidal Systems, a developer of NVMe SSD controllers that was bought by Micron in October 2015. They are joined by Chief Architect Priyanka Thakore, who also worked at Tidal. Lee and Thakore co- founded TenaFe in 2019, and the company emerged from stealth this week with a TC2200 PCIe 4 SSD controller that has no DRAM and is fast and low-cost.

Greg Wong, President of Forward Insights, issued a statement: “PCIe Gen4 DRAMless SSD provides the best cost-performance efficiency and will become the prevailing client storage solution moving forward. TenaFe’s TC2200 SSD Controller, with its impressive power and thermal profile, is well positioned to capture the growth in this market.


TC2200.

The TS2200 relies on the host system providing a slug of DRAM to operate the SSD. This HMB (Host Memory Buffer) technology approach is also used by Samsung with its 980 NVMe SSD. It lowers cost and electricity consumption as well as the heat generated, and the controller footprint is smaller.

There are four NVMe channels in the TC2200 controller, which delivers up to 600,000 IOPS and 4.8GB/sec in throughput while drawing less than 4W. The controller uses ‘FlexLDPC’ error correction code, which provides best-in-class latency, quality of service and endurance for TLC and QLC flash, the company claims.

TenaFe said the TS2200 is suitable for small-format M.2 and BGA SSDs as used in edge devices, gaming consoles and ultra-portable laptops. The company is touting its wares on an OEM basis to SSD makers.

Lee said in a statement: “We will use [the TS2200] as a baseline to set an even higher bar for our next-generation data centre–focused controller, enabling our customers much faster time to market.”

TenaFe will compete with SSD controller companies such as Phison, as well as in-house controller operations at Kioxia, Micron, Samsung, and SK hynix. The firm has raised $29m in an A round of funding and has offices in California, China, and Taiwan.

TenaFe will begin sampling the TC2200 to customers in April 2021 in SDK and FTK formats.

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From: BeenRetired4/6/2021 11:48:08 AM
   of 19193
 
Report: recommendation systems drive AI infrastructure initiatives

By David Gordon
April 1, 2021
Promo What AI initiatives are companies investing in and what’s their underlying infrastructure? According to a new survey, nine in ten companies are experimenting with AI, with Recommendation Systems emerging as the single biggest driver for such initiatives.

The figures come in a report commissioned by WekaIO, “ The State of AI and Analytics Infrastructure 2021”, which surveyed hundreds of professionals on their AI and cloud adoption plans.

The most common AI initiativesOver 86 per cent of companies surveyed have at least one AI initiative, the research showed. Most respondents reported multiple AI initiatives, with companies typically having two to three at any given time.

The top use case for AI initiatives was implementing Recommendation Systems, followed by Scientific Visualization, Image Recognition, and Compliance and Conversational AI.

The report categorizes common AI initiatives by vertical, and we also see different strategies (build vs. buy), frameworks (TensorFlow, PyTorch, Caffe and others), and databases by vertical.

CPUs vs. GPUsOver half of the respondents (52 per cent) mentioned using GPUs in production or pilot programs, yet 38 per cent said that they do not have immediate plans to deploy GPUs.

Adoption of GPUs is especially high in Automotive, where image recognition is used to power autonomous transportation. Indeed, only 14 per cent of Automotive respondents did not have plans to use GPUs.

Other industries where the adoption of GPUs is above 50 per cent include Oil and Gas/Energy, Retail, and Cloud/MSP, where GPU use is mainly for reselling. The report supplies details by vendor and vertical.

Some hard numbers on cloud adoptionCompanies also reported that around 40 per cent of their data is in the cloud, with the ultimate goal of getting to 70 per cent of data being in the cloud. The report indicates that the two main challenges for increased adoption are the complexity of mobilizing data and security concerns.

Companies’ use of the cloud was split evenly among compute (29 per cent), storage of data (29 per cent), and for Software as a Service (SaaS) (26 per cent). Although data storage was a key cloud usage model, only 15 per cent of the respondents mentioned using the cloud for backup.

For more information on cloud adoption by vertical, and the different cloud platforms used, click here to download the full report.

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From: BeenRetired4/7/2021 7:18:03 AM
   of 19193
 
AMAT CC: "diverse combination of macro and technology factors fueling very strong and sustainable demand"

Me?
O'fer shills/"experts" with O'fer static models? contort n distorts ONLY to support their psycho picosecond traitor clients' whipsaws.
I'll stick with winning Leading Edge RegFD CEOs. Not the timid losers.

ASML

Starting with a high-level view of our markets. We are seeing a diverse combination of macro and technology factors fueling very strong and sustainable demand for semiconductors. As the world continues to navigate the current challenges and prepares for a post-pandemic era, the digital transformation of the economy is being accelerated. Companies are rethinking and reengineering the way they operate, and there's an immense pull for advanced technology.

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From: BeenRetired4/7/2021 7:38:40 AM
   of 19193
 
AMAT CC: "changes we're seeing today are irreversible"...

while slime streeters insist the buggy whip is here to stay*.

ASML

In addition, consumers are making different choices about the way they spend their time and the products and services they buy. I strongly believe many of the changes we're seeing today are irreversible since new ways of working offer compelling advantages in terms of time and productivity. Within the electronics ecosystem itself, key technology inflections are driving increasing silicon consumption. I'll highlight three examples.

*"I think there is a world market for maybe five computers."
Thomas Watson, president of IBM, 1943.

"If I had asked people what they wanted, they would have said faster horses."
- Henry Ford

"Everything that can be invented has been invented - US patent office 1899"

There were plenty of detractors then, just as there are today. The
president of the Michigan Savings Bank once told Henry Ford's lawyer, "The horse is
here to stay, but the automobile is only a novelty."

Psychopaths Are Most Likely To Study This In College

Psychopathy is a real mental health condition that often goes undetected in people, which means you could be living next to, or with, a psychopath and not even know it. So how do you tell a psychopath from your average Joe? Well, according to a new study, it may help to see what they studied in college; psychopaths are more likely to be into business courses.

The study, published online in Personality and Individual Differences, found that individuals with the Dark Triad traits (narcissism, psychopathy, and Machiavellianism) are more likely to have studied business and economics. These results show that your personality, particularly having a “dark” personality, may influence your educational choices.

The findings are based on answers from over 400 Danish students who took a personality test while also providing information about their academic choices. According to The Indy 100, the study was specifically done before the students started their studies, so that any personality differences could not be attributed to the course’s socialization effect, but rather give true insight into the tie between course selection and personality.

In other words, they wanted to see which personalities were originally drawn to these subjects, not what effects the subjects had on an individual's personality. On the other hand, students who studied psychology scored relatively lower on the dark personality scale.---FYI, I have a Psych degree from Cal

Psychopaths can also be very charming (even if only superficially) and they have the ability to confidently take risks, be ruthless, goal-oriented and make bold decisions. This makes them well suited to environments like Wall Street, the boardroom and parliament. Here, psychopaths are more likely to be making a killing than killing.
msn.com

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From: BeenRetired4/7/2021 7:47:44 AM
   of 19193
 
AMAT CC: "data center capex growth of more than 15% this year on top of record spending in 2020"

Cloud service providers are forecasting data center capex growth of more than 15% this year on top of record spending in 2020. With the broader adoption of 5G handsets, silicon content in smartphones is growing at double-digit rates. And in automotive, where there are known supply shortfalls, total semi consumption is expected to expand more than 15% this year, translating these factors to industry investments. In foundry/logic, leading-edge investments are very strong and have been well articulated by our customers.

On top of that, our ICAPs business that serves the IoT, communications, auto, power and sensor markets is expected to grow even faster and is on track to exceed $3 billion of revenue for the fiscal year. And then 2020 was a strong recovery year with spending up more than 30%. And in 2021, we expect customers to invest at modestly higher levels. In DRAM, supply demand fundamentals look more favorable than NAND.

And as a result, we still expect DRAM investments to outgrow NAND this year. All of this adds up to a very strong demand environment for wafer fab equipment, and we believe this strength is sustainable well beyond 2021. Digital transformation touches every sector of the economy and is nondiscretionary for many industries. In addition, industry investments appear disciplined.

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To: BeenRetired who wrote (16992)4/7/2021 7:48:28 AM
From: BeenRetired
1 Recommendation   of 19193
 
"strength is sustainable well beyond 2021"

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From: BeenRetired4/7/2021 7:54:00 AM
   of 19193
 
WFE revenues as a percentage of chip revenues well below recent peaks...

It's all about ROI. stoopid. NOT ASPs, stoopid. Prices for contort n distorts.

ASML

When you look at wafer fab equipment intensities, that's wafer fab equipment revenues as a percentage of semiconductor industry revenues, they are well below recent peaks in all three of the device segments: foundry/logic, NAND and DRAM. Turning to Applied's business performance. Our semiconductor systems revenues for the first fiscal quarter were up 26% compared to the same period last year. At the midpoint of our Q2 guidance, semi systems will be up around 50% year on year.

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