3DIC Design from Concept to Silicon 800X100

TSMC Earnings – The Handoff from Mobile to HPC

TSMC Earnings – The Handoff from Mobile to HPC
by Doug O'Laughlin on 01-20-2022 at 10:00 am

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Hello! The most important semiconductor company in the world reported earnings last night. It’s been something of a tradition to post Taiwan Semiconductor Company (TSMC) earnings posts not behind my paywall, and I think that I’m going to continue that to kickoff each earnings season.

There are so many threads in the TSMC call that… Read More


Forty Four Billion Reasons Why TSMC Remains Dominant

Forty Four Billion Reasons Why TSMC Remains Dominant
by Robert Maire on 01-20-2022 at 6:00 am

Forty Four Billion Reasons Why TSMC Remains Dominant

-Chips for America is better than nothing, but not much
TSMC $40-44B Capex crushes competition (Intel & Samsung)
-Additional efforts other than handouts are necessary
-Could/should TSMC be “adopted” as a US company?

Competition can’t keep up with $40-$44B of Capex

TSMC’s recent announcement… Read More


Embedded Logic-NVM Solutions for Al Chips

Embedded Logic-NVM Solutions for Al Chips
by Kalar Rajendiran on 01-19-2022 at 8:00 pm

What is Analog NVM

Last month, eMemory Technology hosted a webinar titled “eMemory’s Embedded Logic-NVM Solution for AI Chips.” While the purpose was to present their embedded Logic-NVM solution, the webinar nicely sets the stage by highlighting Analog NVM’s value as it relates to neural networks. Of course, the algorithms of neural networks… Read More


Conquering the Impossible with Aspiration and Attitude

Conquering the Impossible with Aspiration and Attitude
by Daniel Nenni on 01-19-2022 at 10:00 am

Conquering the Impossible with Aspiration and Attitude

Cornami is an interesting company. Their leader is also an interesting person. I’ve interviewed Wally Rhines many times on various topics. All of them have been big hits. Cornami is focused on enabling fully homomorphic encryption (FHE) in a commercially viable and widespread manner. Many say this isn’t possible, but Wally and… Read More


2021 Retrospective. Innovation in Verification

2021 Retrospective. Innovation in Verification
by Bernard Murphy on 01-19-2022 at 6:00 am

Innovation image 2021

As we established last year, we will use the January issue of this blog to look back at the papers we reviewed last year. We lost Jim Hogan and the benefit of his insight early last year, but we gained a new and also well-known expert in Raúl Camposano (another friend of Jim). Paul (GM, Verification at Cadence), Raúl (Silicon Catalyst,… Read More


ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves
by Mike Gianfagna on 01-18-2022 at 10:00 am

ESDA Reports Double Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

 

It’s that time again. ESDA has recently released the numbers for Q3, 2021. Industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 16.1%. Further, the companies tracked… Read More


Unlocking the Future with Robotic Precision and Human Creativity

Unlocking the Future with Robotic Precision and Human Creativity
by Mike Gianfagna on 01-18-2022 at 6:00 am

Unlocking the Future with Robotic Precision and Human Creativity

From the perspective of all time for recorded human history, the last 300 years (a blink on that time scale) has seen incredible, life-changing and world-changing advances. Water and steam-driven machines first showed up in the 1700s. This is often called Industry 1.0. Powered assembly lines in the late 1800s became Industry … Read More


DAC 2021 – Embedded FPGA IP from Menta

DAC 2021 – Embedded FPGA IP from Menta
by Daniel Payne on 01-17-2022 at 10:00 am

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I’ve followed the enthusiastic market acceptance of FPGA chips over the decades, and even semiconductor companies like  Intel acquired Altera, while AMD tries to acquire Xilinx. The idea of field programmable logic makes a lot of sense for use in systems designs today, and it was inevitable that a company like Menta would… Read More


CMOS Forever?

CMOS Forever?
by Asen Asenov on 01-16-2022 at 6:00 am

CMOS Forever

Today, the CMOS chip manufacturing is the pinnacle of the human technology defining economy, society and perhaps us as modern humans. This was highlighted by the recent chip shortage, followed by the ‘shocking’ realization that more than 80% of all chips are manufactured in the Far East.

Important decisions need to be taken by … Read More


Podcast EP57: A Perspective of 2021 and 2022 with Malcolm Penn

Podcast EP57: A Perspective of 2021 and 2022 with Malcolm Penn
by Daniel Nenni on 01-14-2022 at 10:00 am

Dan is joined by Malcolm Penn, long-term semiconductor industry veteran and founder of Future Horizons, Dan and Malcolm review their last discussion on 2021 forecasts, which produced aggressive numbers many said were too optimistic. Their predictions turned out to be on the mark.

They also explore the topic of 2022 -what Read More