Teradyne is the leading designer and manufacturer of semiconductor back-end automated test equipment (ATE).
Category: Semiconductor
How was HBM born? Why HBM is important to AI?
It was AMD that truly brought HBM from research paper to product. SK Hynix successfully developing the first generation of HBM.
Sandisk soared 50-fold in 1.5 years, driven by AI demand
SanDisk’s timing has been precise, coinciding perfectly with the massive demand for memory and storage chips driven by artificial intelligence. In less than a year and a half, its stock price has increased 50 times (not 50%).
SK Hynix dominates memory by AI
2012, SK Group, South Korea’s third-largest conglomerate, announced the acquisition of a 21.05% stake in Hynix, taking control of the memory chip giant. Hynix then separated from the Hyundai Group and added “SK” to its official name, becoming the SK Hynix we know today.
How KLAC makes money, the largest equipment supplier for chip quality control
KLA differs significantly from leading chip equipment manufacturers Applied Materials and Lam Research. KLA’s business is not primarily focused on deposition, etching, lithography, or large-scale wafer fabrication equipment. KLA’s core strength lies in semiconductor process control.
SkyWater, 3D chip leader and the only pure-play US chip foundry
SkyWater is currently the only company that it fully controls, with all its factories located in the United States, and it is a pure-play foundry. 3D chips are the absolute core of DARPA’s Electronics Resurgence Initiative (ERI). SkyWater, the project’s implementer, will collaborate with MIT and Stanford University to turn the 3D chip research and development concept into a reality capable of large-scale industrial production within the next three years.
TSMC CEO appalling remarks on Chinese robots, inferiority to nVidia Huang, What about Taiwan’s robotics?
In the speech at Asia University’s 25th anniversary celebration, TSMC CEO appalling remarks on Chinese robots: Chinese robots jumping around are “useless, just for show,”
Semiconductor can hardly be overemphasized, it’s top the technology investment
Investors only need to remember one thing: the semiconductor market is only going to get bigger, and its current growth seems to have no boundaries.
The role Morris Chang play during TSMC establishment?
On February 1, 1987, he organized the TSMC, a joint venture between Philips of the Netherlands and ITRI, and served as Chairman and President (CEO). According to Morris Chang, when he was developing the foundry model, he invited Intel to become a shareholder, but Intel always insisted on IDM and was not taken seriously.
Credo, a high-speed connectivity expert ride on AI boom
Credo’s success stems largely from its undisputed leadership in the AEC market, where it holds a 73% share. As the market shifts to rack-mount servers with higher GPU densities, such as Nvidia’s GB200 NVL72, demand for AECs to connect large AI server clusters will increase significantly.