Does YMTC's "Xtacking" 3D NAND Make Sense?
Considerable attention has recently been focused on YMTC, China's upcoming new NAND flash manufacturer, and its groundbreaking "Xtacking" approach...
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GlobalFoundries Pulls The Plug on 7nm & Gifts TSMC An Apple-Size Customer With AMD
In a surprise announcement on August 27'th, GlobalFoundries (GF) new CEO Thomas Caulfield announced that the company was putting its planned 7nm...
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5G-The Key to Self-Driving, Intel's Approach to AI, AI Chip Architecture & More: Pennock Idea Hub
FEATURE NEWS5G wireless may be the key to a self-driving future:Since 2016, a number of the top telecom equipment providers, including Ericsson,...
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AMD, Intel And The Spectre Of A Looming Opteron-Style Meltdown
Advanced Micro Devices and Intel both announced their Q2 2018 earnings recently and both reported record results. While AMD's outlook was...
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2019: A Zero-Margin Year for Memory Chips
There's a lot of mystery surrounding semiconductor cycles and the current status of the market. In this post I will explain the typical memory...
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