SemiWiki webinar 800x100 Feb 2025 V2 (1)

Weak Semiconductor Start to 2025

Weak Semiconductor Start to 2025
by Bill Jewell on 02-19-2025 at 6:00 pm

Semiconductor Market Change 2025

WSTS reported the global semiconductor market in 4th quarter 2024 was $170.9 billion, up 17% from a year earlier and up 3% from 3rd quarter 2024. The full year 2024 market was $628 billion, up 19.1% from 2023.

We at Semiconductor Intelligence give a virtual award for the most accurate semiconductor market forecast for the year. The… Read More


Webinar: RF design success hinges on enhanced models and accurate simulation

Webinar: RF design success hinges on enhanced models and accurate simulation
by Don Dingee on 02-19-2025 at 10:00 am

Modelithics 3D Library for RFPro increases the chances for RF design success

Traditional RF board design strategies based on circuit simulation worked at lower frequencies and relatively large spacing between components. Higher frequencies and densification dominate RF designs now, where corresponding wider bandwidths and tighter layouts with closely spaced components produce more complex 3D… Read More


2025 Outlook with Paul Wells of sureCore

2025 Outlook with Paul Wells of sureCore
by Daniel Nenni on 02-19-2025 at 8:00 am

Paul Wells sureCore photo

Paul Wells, CEO at sureCore, an ultra-low power memory specialist, has been involved in the semiconductor industry for over 35 years. Previously, he has worked as Director of Engineering for Pace Networks where he led a multidisciplinary product development team creating a broadcast quality video and data mini-headend. Before… Read More


Arteris Raises Bar Again with AI-Based NoC Design

Arteris Raises Bar Again with AI-Based NoC Design
by Bernard Murphy on 02-19-2025 at 6:00 am

Arteris FlexGen example min

Modern semiconductor devices, a far cry from the chips we once knew, are now highly complex intelligent systems used in datacenters, communications infrastructure, in consumer electronics, automotive, home and office automation, almost everywhere. All such applications build around large subsystems, invariably compute,… Read More


2025 Outlook with Veerbhan Kheterpal of Quadric

2025 Outlook with Veerbhan Kheterpal of Quadric
by Daniel Nenni on 02-18-2025 at 10:00 am

Veerbhan Kheterpal

Quadric Inc. is the leading licensor of general-purpose neural processor IP (GPNPU) that runs both machine learning inference workloads and classic DSP and control algorithms.  Quadric’s unified hardware and software architecture is optimized for on-device ML inference. Veerbhan Kheterpal is the CEO and one of the co-founders… Read More


Samtec Advances Multi-Channel SerDes Technology with Broadcom at DesignCon

Samtec Advances Multi-Channel SerDes Technology with Broadcom at DesignCon
by Mike Gianfagna on 02-18-2025 at 6:00 am

Samtec Advances Multi Channel SerDes Technology with Broadcom at DesignCon

There were many announcements and significant demonstrations of new technology at the recent DesignCon. The show celebrated its 30th anniversary this year and it has grown quite a bit. As in past years Samtec had a commanding presence at the show. There will be more about that in a moment, but first I want to focus on a substantial … Read More


Outlook 2025 with David Hwang of Alchip

Outlook 2025 with David Hwang of Alchip
by Daniel Nenni on 02-17-2025 at 10:00 am

Dave Huang

Dave Hwang joined Alchip in 2021 as General Manager of Alchip’s North America Business Unit.  He also serves as Senior Vice President, Business Development.  Prior to join Alchip, Dave served as Vice President, Worldwide Sales and Marketing for Global Unichip and in a variety of management and technical roles at TSMC.  He holds… Read More


Synopsys Expands Optical Interfaces at DesignCon

Synopsys Expands Optical Interfaces at DesignCon
by Mike Gianfagna on 02-17-2025 at 6:00 am

Synopsys Expands Optical Interfaces at DesignCon

The exponential growth of cloud data centers is well-known. Driven by the demands of massive applications like generative AI, state-of-the-art data centers present substantial challenges in terms of power consumption. And AI is poised to drive a 160% increase in data center power demand while also increasing demands on storage… Read More


Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
by Robert Maire on 02-16-2025 at 10:00 am

Robert Maire Semiconductor Advisors
  • News reports that Trump will change CHIPS Act to suit his views
  • We specifically predicted this months ago as deals closed 11th hour
  • Blue states, enemies list & foreign entities likely to get cut
  • Big changes/cuts likely to a program Trump roundly criticized

Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,Read More


AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?

AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
by Robert Maire on 02-16-2025 at 6:00 am

Robert Maire Semiconductor Advisors
  • QTR was just “in-line” but guide was below expectations
  • We think its not just China export rules but share loss as well
  • Leading edge is strong but obviously not enough to offset China
  • Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat

Applied reported $7.166B in revenues and Non … Read More