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Artificial Intelligence
AI isn’t having an easy ride. The media and Wall Street swing wildly between extremes on any hint of a shift in AI sentiment. Dickens saw this coming: “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of … Read More
Semiconductor manufacturing is among the most complex industrial activities in existence. As device geometries shrink and systems become more interconnected, software has become as critical as process technology itself. Modern fabs depend on extensive automation, real-time analytics, and deep integration between tools,… Read More
There’s no denying that verification now leads the field in agentic AI announcements, accelerating the trend around this significant contribution to design automation. Siemens have just announced their Questa One Agentic Toolkit, their response to this trend, building on the core Questa One platform. Questa One provides … Read More
As computing expands from data centers to edge devices, semiconductor designers face increasing pressure to optimize both performance and energy efficiency. Advanced process nodes continue to provide transistor-level improvements, but scaling alone cannot meet the demands of hyperscale AI infrastructure or ultra-low-power… Read More
A recent analysis highlighted by MIT Technology Review puts the energy cost of generative AI into stark perspective. Generating a simple text response from Llama 3.1-405B—a model with 405 billion parameters, the adjustable “knobs” that enable prediction—requires on average 3,353 joules, nearly 1 watt-hour (Wh). Once cooling… Read More
In a break from our academic-centric picks, here we look at an agentic verification flow developed within a semiconductor company. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer at Stanford, EE292A) and I continue our series on research ideas.… Read More
NetApp recently hosted a webinar on Agentic AI as the future for EDA and implications for infrastructure. Good list of panelists including Mahesh Turaga (VP Cadence Cloud) with an intro preso on infrastructure and agentic AI at Cadence, then our own Dan Nenni (Mr. SemiWiki) moderating, Khaled Heloue (Fellow AMD, CAD CAD/Methodology/AI),… Read More
Daniel is joined by Linley Gwennap, technology analyst and author of the new book “How AI Really Works: The Models, Chips, and Companies Powering a Revolution.” Linley was the long-time editor of Microprocessor Report and chaired the popular Linley Processor Conferences.
Dan explores what impact AI is having on the market and… Read More
While there are big ambitions for virtual engineers and other self-guiding agentic applications, today estimates show 83-90% of AI inferences are for internet searches. On a related note, chatbots are now said to account for nearly 60% of internet traffic. Search and support are the biggest market drivers for automation and … Read More
I wrote last year about a company called Bronco, offering an agentic approach to one of the hottest areas in verification – root-cause debug. I find Bronco especially interesting because their approach to agentic is different than most. Still based on LLMs of course but emphasizing playbooks of DV wisdom for knowledge capture … Read More
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CEO Interview with Jerome Paye of TAU Systems