Samsung

Mission Impossible? Not for SEMI!

Mission Impossible? Not for SEMI!

San Francisco’s Moscone Center (above), the traditional home of SEMICON West trade shows, is undergoing major reconstruction work. Looking at this picture of the South Hall you may ask yourself: “Can anybody organize a large trade show here and make it a big success?” My answer is: “YES, the SEMI team can! They did exactly this in July for SEMICON West 2017!” With some very creative spac... »

A Fan-Out Wafer Level Packaging Epiphany

A Fan-Out Wafer Level Packaging Epiphany

I’ve had an epiphany regarding fan-out wafer level packaging (FOWLP). Epiphany: “A usually sudden manifestation or perception of the essential nature or meaning of something.” In FvT’s piece “Spotlight on FOWLP, Monolithic 3D IC, and 3D TSVs,” (13 May 2015) I am quoted saying: “Show me where monolithic or FOWLP is … can’t seem to find it.” I wasn’t alone in my thinking; we re... »

2015 Retrospective and Outlook for 2016: 3D NAND Flash One-upmanship

2015 Retrospective and Outlook for 2016: 3D NAND Flash One-upmanship

“On average since 1885, the yearly height record has gone up by 10 feet (3 meters) each time. Since the 1960s the pace has picked up to 16 feet.” This is not 3D NAND Flash but skyscraper heights in a recent article in The Economist (the power of visual data presentation!). Similarly, 3D NAND height, as in the number of device layers, has become a metric for one-upmanship between the Flash man... »

Can 3D Super-NAND Improve Cost-per-Bit for 3D NAND?

Can 3D Super-NAND Improve Cost-per-Bit for 3D NAND?

The 3D NAND floodgates just opened a little wider with today’s announcement from BeSang that it has developed 3D Super-NAND technology, based on a monolithic 3D IC process, True 3D™ IC, claiming to be the “lowest cost-per-bit in the NAND market.” With all the recent 3D NAND discussion and announcements about Samsung, Toshiba, and Intel and Micron’s 3D X-point, I wanted to know more. Spec... »

With 3D Memory Cubes You Can Finally Break Down the Dreaded Memory Wall

With 3D Memory Cubes You Can Finally Break Down the Dreaded Memory Wall

In July and August schools are closed and many people like to take vacation. Typically nothing major happens during these months. Not this year! It was a lively August, if you consider the recent “adjustments” in the stock markets worldwide as a series of events disrupting the summer doldrums. But I am not here to give you investment advice. So let’s move on to a subject I am more familiar w... »

IoT: Beyond the Hype

IoT: Beyond the Hype

All the hype surrounding the Internet of Things has me worried. First of all, its my opinion that the motivation behind the IoT is not necessarily to our benefit. Call me a skeptic, but as I see it, like snake oil, we’re being sold on the notion that the IoT is the cure for everything. I compare it to the Smart Grid, which while more complex and involves more security and bureaucracy than the Io... »

Riding Out on a Horse and in on a Goat: 3D IC Predictions for MEMS

Riding Out on a Horse and in on a Goat: 3D IC Predictions for MEMS

The Lunar New Year is soon upon us, and we will be celebrating the Year of the Goat with firecrackers, red packets (I hope!), and the evening parade in San Francisco on 07 March 2015. The goat is a sturdy animal whose praises are often undersung. Undersung – that sounds a little bit like the MEMS Industry, which, as I wrote in 2014, is sometimes looked upon as being the poor cousin of the se... »

3D NAND Flash, El Capitan and Peacocks’ Tails – An Outlook for 2015

3D NAND Flash, El Capitan and Peacocks’ Tails – An Outlook for 2015

2014: That was a year that was! Many of you, perhaps remembering my outlook missive from last year, must be looking forward to how I would explain my piffle given the marvelous developments over the past year. Well, piffle it ain’t. Just more nuanced. I’ll explain but first, a recap of events: 2014 clearly belongs to Samsung. First, in February, they came with their ISSCC presentation with a ... »

What’s Different for 3D Stacked DRAM Equipment Shipments in 2015?

What’s Different for 3D Stacked DRAM Equipment Shipments in 2015?

Why DID you miss your 2014 3D Stacked DRAM equipment shipment forecast? And what’s different about the outlook for 3D Stacked DRAM equipment shipments in 2015? Briefly, as presented in Part 1 of this thread, significant structural problems existed in the DRAM industry, present from the very beginning of 2012, that impeded the roll-out and adoption of 3D Stacked DRAM as a commercial product. Thr... »

Why You Missed Your 2014 3D Stacked DRAM Equipment Shipment Forecast

Why You Missed Your 2014 3D Stacked DRAM Equipment Shipment Forecast

Remember SEMICON West 2012? How could you forget? It was all clubbing with your customers at The Redwood Room, DNA Lounge, and The Endup after a few standout meals with them at Mission Chinese Food, Slanted Door, Wayfare Tavern, Acquerello, and Absinthe that were preceded by a few drinks with the team at House of Shields, Rickhouse, and The Old Ship Saloon that followed a day on the show floor tha... »

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