By Thang Tran, CEO of Simplex Micro and Umesh Sisodia, CEO of CircuitSutra
Performance models have a reputation problem. They’re often treated as a long-lead, high-effort undertaking — something a design team commits to early and then waits on for months before it’s useful. The development of SimplEx Micro’s… Read More
The current semiconductor memory boom is mainly an AI-driven capacity-allocation problem, not simply a lack of factories.
AI accelerators require enormous quantities of high-bandwidth memory, or HBM. HBM is used alongside GPUs and custom AI chips because it can move data much faster than ordinary server memory. As companies… Read More
Ohad Agami is the co-founder and CEO of Hiveware, a semiconductor verification company he started in Tel Aviv in 2023 with CTO Yaniv Pascal. He has a systems-focused engineering background with deep experience in semiconductor architectures and complex verification flows, built at the AI chip company Hailo and earlier in Israel’s… Read More
Daniel is joined by David Liberman, a Los Angeles-based futurist, serial entrepreneur, investor, and former Director of Products at Snap, as well as the co-creator of the Gonka protocol. Gonka is a decentralized protocol that connects people who need computing power for AI with operators who provide GPU hardware. Its goal is … Read More
TSMC’s CoPoS, generally described as Chip-on-Panel-on-Substrate, and Intel’s EMIB, or Embedded Multi-die Interconnect Bridge, address the same strategic problem: integrating increasingly large, heterogeneous chiplet systems. However, they attack different physical constraints. CoPoS is an emerging panel-level … Read More
The “Silicon Shield” describes the idea that Taiwan’s central role in advanced semiconductor manufacturing raises the economic and strategic cost of military action against the island. The shield is not a literal defense system. It is a form of structural deterrence created by technological concentration: governments and… Read More
Global unit shipments of PCs and smartphones were both down versus a year ago in the 2nd quarter of 2026, according to IDC. PCs were down 4.9% and smartphones were down 6.7%. Both PCs and smartphones showed growth in 2024 and 2025. IDC is predicting an 11.3% decline in PCs and a 13.9% decline in smartphones in 2026.
What is causing the… Read More
The face of EDA is changing. For forty years, this industry has focused on optimizing algorithms for design, verification and implementation of chips. That work has delivered some ground-breaking innovations. Logic synthesis is a good example. There are so many more. Thanks to the innovations commonly referred to as Frontier… Read More
This year, DAC will be buzzing about AI from every direction. The debate of build vs. buy will also be a popular topic. And the debate of who owns the intellectual property embodied in chip designs and how to control it will also get a significant amount of airtime. These are all interesting and compelling discussion points. It turns… Read More
Bronco AI builds AI agents for chip design and verification. Our goal is to get teams from spec to RTL-freeze as fast as possible by surfacing the nastiest bugs sooner and fixing them faster.
Our agents work the way strong engineers do: they read the spec, form hypotheses, run experiments, and chase a problem until it is root-caused,… Read More
Podcast EP357: How Gonka is Changing the Way AI is Accessed with David Liberman