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Serving their AI Masters

Serving their AI Masters
by Claus Aasholm on 09-17-2024 at 10:00 am

Semiconductor AI Supply Chain 2024

The Impact of the AI Revolution on the Server Manufacturers

While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More


Siemens EDA Offers a Comprehensive Guide to PCIe® Transport Security By Mike Gianfagna

Siemens EDA Offers a Comprehensive Guide to PCIe® Transport Security By Mike Gianfagna
by Mike Gianfagna on 09-17-2024 at 6:00 am

Siemens EDA Offers a Comprehensive Guide to PCIe Transport Security

It is well-known that there is more data being generated all the time. The need to store and process that data with less power and higher throughput dominates design considerations for virtually all systems. There is another dimension to the problem – ensuring the data is secure as all this movement and processing occurs. Within… Read More


Semiconductor Industry Update: Fair Winds and Following Seas!

Semiconductor Industry Update: Fair Winds and Following Seas!
by Daniel Nenni on 09-16-2024 at 10:00 am

Malcolm Penn Four Horsemen

Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More


Samsung Adds to Bad Semiconductor News

Samsung Adds to Bad Semiconductor News
by Robert Maire on 09-16-2024 at 6:00 am

Samsung Layoffs Intel
  • Samsung follows Intel in staff reductions due to weakness in chips
  • Chip industry split between haves & have nots (AI & rest of chips)
  • Capital spend under pressure – Facing Eventual China issues
  • Stick with monopolies, avoid commodities

Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More


Podcast EP247: How Model N Helps to Navigate the Complexities of the Worldwide Semiconductor Supply Chain

Podcast EP247: How Model N Helps to Navigate the Complexities of the Worldwide Semiconductor Supply Chain
by Daniel Nenni on 09-13-2024 at 10:00 am

Dan is joined by Gloria Kee, Vice President of Product Management at Model N. For 15 years at Model N, she has spent her time focused on product management and with an in-depth understanding of implementing and designing innovative software across a variety of business challenges. She is committed to product innovation and development… Read More


Executive Interview: Michael Wu, GM and President of Phison US

Executive Interview: Michael Wu, GM and President of Phison US
by Daniel Nenni on 09-13-2024 at 6:00 am

IMG 2888

Michael Wu is the GM and President of Phison US. Michael is an acclaimed technology expert in the NAND storage sector and boasts over 17 years of industry experience. Over the course of his 14+ years at Phison, Michael has held positions such as GM, Director of Global Customer Relations and Project Manager to position Phison as the… Read More


Ansys and eShard Sign Agreement to Deliver Comprehensive Hardware Security Solution for Semiconductor Products

Ansys and eShard Sign Agreement to Deliver Comprehensive Hardware Security Solution for Semiconductor Products
by Marc Swinnen on 09-12-2024 at 10:00 am

Probing

Integrated circuits, or chips, lie at the heart of today’s electronic systems that are mission critical for almost every sector of the economy – from healthcare, to banking, military equipment, cars, planes, telecommunications, and the internet itself. The data flowing through these systems is the lifeblood of modern… Read More


Gazzillion Misses – Making the Memory Wall Irrelevant

Gazzillion Misses – Making the Memory Wall Irrelevant
by Jose Maria Arnau on 09-12-2024 at 6:00 am

Gazzillion pyramid

Memory Hierarchy and the Memory Wall

Computer programs mainly move data around. In the meantime, they do some computations on the data but the bulk of execution time and energy is spent moving data around. In computer jargon we say that applications tend to be memory bound: this means that memory is the main performance limiting … Read More


WEBINAR: Boost Your Simulation and Modeling Efficiency

WEBINAR: Boost Your Simulation and Modeling Efficiency
by Daniel Nenni on 09-11-2024 at 10:00 am

Primarius Webinar Logo

Unlock the full potential of your semiconductor designs with Primarius’ cutting-edge solutions, designed to enhance accuracy, performance, and efficiency across various applications. Join us for a series of four exclusive webinars where we will dive deep into how our advanced tools can revolutionize workflows for… Read More


Bluetooth 6.0 Channel Sounding is Here

Bluetooth 6.0 Channel Sounding is Here
by Bernard Murphy on 09-11-2024 at 6:00 am

car keyless entry

I posted a blog on this topic a year ago. Now the Bluetooth Sig has (just) ratified the standard it is timely to provide a reminder on what this new capability can offer. Channel Sounding introduced in Bluetooth Core specification version 6.0 is a method to significantly increase the accuracy of Bluetooth-based distance measurements,… Read More