Contrary to the popular press, ASML High-NA EUV is not ready for logic production yet—and it may never be, at least not in the form originally envisioned. If you remember how long it took conventional EUV to become production-worthy—arguably 5–10 years—this should not come as a surprise. More importantly, this is no longer just… Read More
From the Selfie to Samantha: The Next Trillion-Dollar BehaviorAt CES 2026, Samsung called it a “companion.”…Read More
TSMC’s Record Tool Orders Hint at Another CapEx ShockwaveTSMC’s latest Board of Directors capital appropriation announcement…Read More
CEO Interview with Nagesh Gupta of llmda.aiNagesh has built a career spanning multiple aspects…Read More
The "New Shift-Left": Why FPGA Prototyping is the Ultimate RISC-V IP SandboxIn the EDA world, "Shift-Left" has traditionally been…Read MoreWhat Winemakers and Chip Designers Have in Common
Consider this a standout presentation at the Silicon Catalyst Spring Portfolio Update Meeting held yesterday at the Computer History Museum. Mahesh Tirupattur, CEO of Analog Bits, is a modern-day, multidimensional semiconductor hero and one of my trusted few. Analog Bits is a premier member of the semiconductor ecosystem,… Read More
Podcast EP347: Agentic Workflows from Caspia Technologies for Advanced Chip Security Verification with Stuart Audley
Daniel is joined by Stuart Audley, vice president and general manager of product management at Caspia Technologies, where he focuses on agentic security workflows. He has decades of experience designing and deploying cryptographic hardware and security IP for top defense and leading semiconductor companies. He previously… Read More
Semiconductors Historic Start to 2026
The global semiconductor market grew 25% in the 1st quarter of 2026 from the 4th quarter of 2025 to reach $299 billion, according to WSTS. The 1st quarter of 2026 was up 79% from a year earlier. The 25% quarter-to-quarter growth was the highest in the over 40-year history of WSTS data, surpassing the 20% growth in the 2nd quarter of 2009.… Read More
If You Struggle with Up-To-Date Documentation llmda.ai Can Help
Accurate, complete, and consistent technical documentation is a critical element of success for any embedded system design project. This includes IP, SoCs, and the associated hardware and software infrastructure. When documentation contains errors, the consequences go beyond engineering inefficiency. Errors that drive… Read More
Bronco AI Webinar: Full-Chip SoC Debug in 15 Minutes
A single bug on a full-chip SoC can pull engineers off roadmap work for days or even weeks. It involves massive waveforms, thousands of files of RTL and UVM, and dense specs that aren’t always perfect. Finding these bugs have always been a matter of engineer-hours and how well knowledge diffuses through the organization.
Bronco … Read More
Europe is Getting Serious About ASIC Innovation
I was born in the UK (then still a part of Europe), so always eager to see them succeed. But I must admit that past behavior has reinforced the view that the EU’s only active “contribution” to progress is regulation. However this seems to be changing in multiple interesting ways. On a grand scale, the Nordic economic model is taking … Read More
Siemens EDA Expands AI and Advanced Packaging Collaboration with TSMC
At the recent TSMC Technology Symposium 2026, Siemens EDA reinforced its position as one of the key ecosystem partners supporting TSMC in the race toward AI-driven semiconductor design, advanced packaging, and next-generation process technologies. The annual forum has become one of the semiconductor industry’s most important… Read More
Semidynamics Secures a Strategic Investment to Advance Memory-Centric AI Inference Chips
In the rapidly evolving world of artificial intelligence hardware, memory bandwidth and data movement have become just as important as raw compute power. Addressing this challenge head-on, Semidynamics has announced a strategic investment aimed at accelerating the development of its next-generation memory-centric AI … Read More
Quantum Gathering Momentum Amid Concerns for the Grid
I posted recently on an eye-catching advance in quantum computing, around neutral atom systems which might accelerate the transition to production-grade fault-tolerant quantum computing (QC). There are some further updates on this front, also I listened in on a panel considering quantum-based hacking vulnerability in the… Read More


Crossing the Yield Cliff: IDP V6 and the Future of Manufacturing Forecasting