– AMAT has OK Q but horrible guide as China & Leading edge drop
– China finally chokes on indigestion & export issues -$500M hit
– TSMC trims on fab timing causing leading edge to slow -$500M hit
– Cycle which had slowed to single digits has rolled over to negative



CEO Interview with Russ Garcia with Menlo Micro
Russell (Russ) Garcia is a veteran technology executive with over 30 years of leadership experience in semiconductors, telecommunications, and advanced electronics. As CEO of Menlo Microsystems, he has led the commercialization of disruptive MEMS switch technology across RF, digital, and power systems.
Previously, Russ… Read More
Video EP9: How Cycuity Enables Comprehensive Security Coverage with John Elliott
In this episode of the Semiconductor Insiders video series, Dan is joined by John Elliott, security applications engineer from Cycuity. With 35 years of EDA experience, John’s current focus is on security assurance of hardware designs.
John explains the importance of security coverage in the new global marketplace. He describes… Read More
Podcast EP303: How Lattice Semiconductor is Addressing Security Threats From the Ground Up with Mamta Gupta
Dan is joined by Mamta Gupta, She leads the Security Product Marketing, Datacenter and the Communications Segment Marketing Teams at Lattice. She brings with her over 20 years of FPGA experience in product development with special focus on security, aerospace and defense segments.
Dan explores the growing area of cybersecurity… Read More
Semiconductors Still Strong in 2025
The global semiconductor market in 2Q 2025 was $180 billion, up 7.8% from 1Q 2025 and up 19.6% from 2Q 2024, according to WSTS. 2Q 2025 marked the sixth consecutive quarter with year-to-year growth of over 18%.
The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices… Read More
Moving Beyond RTL at #62DAC
Hardware designers have been using RTL and hardware description languages since the 1980s, yet many attempts at moving beyond RTL have tried to gain a foothold. At the #62DAC event I spent some time with Mike Fingeroff, the Chief High-Level Synthesis Technologist to understand what his company Rise Design Automation is up to. … Read More
Streamlining Functional Verification for Multi-Die and Chiplet Designs
As multi-die and chiplet-based system designs become more prevalent in advanced electronics, much of the focus has been on physical design challenges. However, verification—particularly functional correctness and interoperability of inter-die connections—is just as critical. Interfaces such as UCIe or custom interconnects… Read More
S2C Advances RISC-V Ecosystem, Accelerating Innovation at 2025 Summit China
Shanghai, July 19, 2025 — S2C, a leader in functional verification, showcased its latest digital EDA solutions and key partnerships with BOSC, Xuantie, and Andes Technology at RISC-V Summit China 2025, highlighting its contributions to the ecosystem. The company also played a leading role in the EDA sub-forum, with VP Ying… Read More
A Quick Tour Through Prompt Engineering as it Might Apply to Debug
The immediate appeal of large language models (LLMs) is that you can ask any question using natural language in the same way you would ask an expert, and it will provide an answer. Unfortunately, that answer may be useful only in simple cases. When posing a question we often implicitly assume significant context and skate over ambiguities.… Read More
Chiplets and Cadence at #62DAC
Using chiplets is an emerging trend well-covered at #62DAC and they even had a dedicated Chiplet Pavilion, so I checked out the presentation from Dan Slocombe, Design Engineering Architect in the Compute Solutions Group at Cadence. In a short 20 minutes Dan managed to cover a lot of ground, so this blog will summarize the key points.… Read More
Should Intel be Split in Half?