TSMC Q4 2019 “2020 Bellwether” Conference Call Summary

TSMC Q4 2019 “2020 Bellwether” Conference Call Summary
by Daniel Nenni on 01-20-2020 at 6:00 am

TSMC Manufacturing Excellence

After returning from a week in Southern China I found the TSMC Q4 2019 conference call even more interesting. In China they are preparing for the New Year’s Celebration so everything is very festive but what struck me hardest was the massive investment in infrastructure and security. Semiconductors are of course a big part… Read More


PAVE360 is Fully Armed!

PAVE360 is Fully Armed!
by Daniel Nenni on 01-06-2020 at 12:00 pm

PAve360 and Arm IP accelerates innovation

Siemens today announced a partnership with Arm to “accelerate the future of mobility by redefining design capabilities for complex electronic systems”. I spent time with David Fritz to understand what this really means. You may remember David from our webinar PAVE360: Of SoCs, Digital Twins, and Validating Autonomous VehicleRead More


Semiconductor Review 2019 into 2020!

Semiconductor Review 2019 into 2020!
by Daniel Nenni on 01-03-2020 at 6:00 am

CES 2020

Semiconductors continue to surge and lead technology sectors all over the world. TSMC has always been my economic bellwether and 2019 was another great year as the TSM share price almost doubled. But it looks like the best is yet to come with TSMC significantly increasing CAPEX to cover 7nm and 5nm demand.

TSMC CEO C.C. Wei increased… Read More


TSMC, Huawei, the US Government, and China

TSMC, Huawei, the US Government, and China
by Daniel Nenni on 12-30-2019 at 6:00 am

Morris Chang TSMC

The media is trying to disparage the semiconductor industry again. It’s hard to not take this type of desperate journalism personal. Semiconductor people are the smartest and hardest working people in the world and we deserve better, absolutely.

TSMC founder sees trade dispute as ‘reality show with no script’Read More


Computing with Light

Computing with Light
by Daniel Nenni on 12-27-2019 at 6:00 am

Evolution of programmable photonics

I recently wrote about this year’s Cadence Photonics Summit. As I mentioned in that post, it was a fascinating event with several companies providing useful and informative presentations. You can access some of the presentations on the event site. One presentation, given by Jose Capmany of iPronics, was especially interesting… Read More


AI the Matrix and Intel

AI the Matrix and Intel
by Daniel Nenni on 12-23-2019 at 6:00 am

AI Matrix Intel

I would guess that most people have seen or at least heard of the Matrix movies but how many people can remember who vanquished the earth to begin the series? It was artificial intelligence of course which seemed pretty far fetched 20 years ago, but today not so much. In fact, for those of us in the AI know it seems quite likely in some fashion.… Read More


Debugging Hardware Designs Using Software Capabilities

Debugging Hardware Designs Using Software Capabilities
by Daniel Nenni on 12-20-2019 at 6:00 am

Every few months, I touch base with Cristian Amitroaie, CEO of AMIQ EDA, to learn more about how AMIQ is helping hardware design and verification engineers be more productive. Quite often, his answers surprise me. When he started describing their Design and Verification Tools (DVT) Eclipse Integrated Development Environment… Read More


Cadence Continues Photonics Industry Engagement

Cadence Continues Photonics Industry Engagement
by Daniel Nenni on 12-17-2019 at 10:00 am

On November 13, Cadence held its annual Photonics Summit. Cadence has been hosting this event for several years with the intention of advancing the photonics industry. With this event, Cadence has been a catalyst in furthering photonic product development. It’s quite remarkable that Cadence hosts such an event in a field where… Read More


Why is the Press Giving AMD a Free Pass?

Why is the Press Giving AMD a Free Pass?
by Daniel Nenni on 12-16-2019 at 6:00 am

The Intel versus AMD rivalry is legendary amongst us Silicon Valley AARP members and is one of the reasons why the semiconductor industry is as competitive as it is today, absolutely.

AMD’s boisterous corporate culture started with AMD’s co-founder and long time CEO Jerry Sanders. Jerry was the ultimate showman but his credo “People… Read More


IEDM 2019 Press Lunch Exposed!

IEDM 2019 Press Lunch Exposed!
by Daniel Nenni on 12-10-2019 at 6:00 am

One of the many benefits of blogging for SemiWiki is the free conference passes and buffet lunches, absolutely. IEDM is one of the more prestigious semiconductor conferences, now in its 65th year, is being held at the Hilton Hotel in San Francisco’s famed Union Square this week. This year more than 1,910 semiconductor professionals… Read More