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TSMC’s Record Tool Orders Hint at Another CapEx Shockwave

TSMC’s Record Tool Orders Hint at Another CapEx Shockwave
by Daniel Nenni on 05-15-2026 at 8:00 am

TSMC’s Record Tool Orders Hint at Another CapEx Shockwave 2026

TSMC’s latest Board of Directors capital appropriation announcement may appear mixed on the surface, but a closer look reveals one important conclusion: The company is quietly setting the stage for another potential upward revision to its already aggressive 2026 capital expenditure outlook. The headline figure of $31.3B … Read More


CEO Interview with Nagesh Gupta of llmda.ai

CEO Interview with Nagesh Gupta of llmda.ai
by Daniel Nenni on 05-15-2026 at 6:00 am

Nagesh Gupta of llmda ai

Nagesh has built a career spanning multiple aspects of system design and development at companies including Hewlett-Packard, Cadence, Xilinx, and Lattice Semiconductor.

He is also a serial entrepreneur. Nagesh founded Taray, Inc., which developed memory interface generators for Xilinx designs and was later acquired by … Read More


The “New Shift-Left”: Why FPGA Prototyping is the Ultimate RISC-V IP Sandbox

The “New Shift-Left”: Why FPGA Prototyping is the Ultimate RISC-V IP Sandbox
by Daniel Nenni on 05-14-2026 at 10:00 am

Cover pic

In the EDA world, “Shift-Left” has traditionally been a mantra for early software development—booting the OS before the silicon even leaves the fab. But as the RISC-V revolution accelerates, the goalposts have moved. We are seeing the emergence of a “New Shift-Left,” one that focuses on critical architectural… Read More


The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!

The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!
by Malcolm Penn on 05-14-2026 at 8:00 am

The Chip Growth Numbers Are Insane

May’s WSTS Report saw March’s total monthly semiconductor sales up 88.1 percent vs. March 2025, albeit down 8.5 percent from February 2026.  This month-on-month decline needs to put in the context of February’s record-breaking 25.7 percent monthly growth.

This growth, however, was solely attributable to ICs, up 99.5 percent… Read More


SiFive’s P570 Gen 3 Pushes RISC-V Further Into the AI Era

SiFive’s P570 Gen 3 Pushes RISC-V Further Into the AI Era
by Kalar Rajendiran on 05-14-2026 at 6:00 am

P400 P500 Performance Family

With the launch of its new P570 Gen 3 processor family, SiFive is making a broader statement about the future of edge computing and the growing role of RISC-V in mainstream application processors. Rather than simply unveiling another CPU core, the company is positioning the P570 as a balanced-performance processor built specifically… Read More


Configurable xSPI memory controller IP core is FuSa-ready

Configurable xSPI memory controller IP core is FuSa-ready
by Don Dingee on 05-13-2026 at 10:00 am

xSPI-MC block diagram

SPI, invented some four decades ago, is so successful as a low-pin-count interface for microcontrollers and processor cores that it spurred memory makers to incorporate both the physical signaling interface and advanced memory command protocols into serial flash and serial pseudo-SRAM (PSRAM) devices. Those protocols, … Read More


CEO Interview with Dr. Jekaterina Viktorova of Syenta

CEO Interview with Dr. Jekaterina Viktorova of Syenta
by Daniel Nenni on 05-13-2026 at 8:00 am

Headshot Jeka

Dr. Jekaterina (Jeka) Viktorova is the CEO and Co-Founder of Syenta, an Australian deep-tech company developing breakthrough additive manufacturing technology for the semiconductor industry. With a background in chemistry, electrochemistry, and advanced manufacturing, she is the inventor of the core Syenta technology… Read More


Sensing. A Quantum Tech Ready for Market?

Sensing. A Quantum Tech Ready for Market?
by Bernard Murphy on 05-13-2026 at 6:00 am

Quantum sensor analyzing a chip

While the quantum world revolves around quantum computing, (QC) there are a couple of other quantum technologies of note. I covered one of these, quantum communication, in a recent blog. Here I’ll introduce the other, quantum sensing. The goal is to use the high sensitivity of an individual quantum state to external factors such… Read More


Beyond Tool Interoperability: The Emerging Governed Convergence Problem in Semiconductor Design

Beyond Tool Interoperability: The Emerging Governed Convergence Problem in Semiconductor Design
by Moh Kolb on 05-12-2026 at 10:00 am

Beyond Tool Interoperability The Emerging Governed Convergence Problem in Semiconductor Design

The semiconductor industry has spent decades optimizing tools. Today, however, the central challenge is no longer whether individual tools are powerful enough. The real question is whether increasingly specialized tools, domains, models, and organizations can still converge coherently into a manufacturable, reliable,… Read More


#DAC2026 Marks Another Pivotal Moment for the Semiconductor Industry

#DAC2026 Marks Another Pivotal Moment for the Semiconductor Industry
by Daniel Nenni on 05-12-2026 at 8:00 am

#DAC2026 SemiWiki

The 2026 Design Automation Conference (DAC 2026) marks another pivotal moment for the semiconductor and electronic systems industry as artificial intelligence, chiplets, heterogeneous integration, and system-level optimization redefine the future of design automation. Held July 26–29, 2026, at the Long Beach Convention… Read More