SILVACO 073125 Webinar 800x100
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Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit
by Mike Gianfagna on 11-14-2024 at 6:00 am

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

AI is exploding everywhere. We’ve all seen the evidence. The same thing is happening with AI conferences. The conference I will discuss here began in 2018 as the AI Hardware Summit. The initial venue was the Computer History Museum in Mountain View, CA. Like most things AI, this conference has grown substantially in a relatively… Read More


Tier1 Eye on Expanding Role in Automotive AI

Tier1 Eye on Expanding Role in Automotive AI
by Bernard Murphy on 11-13-2024 at 6:00 am

Car EE system

The unsettled realities of modern automotive markets (BEV/HEV, ADAS/AD, radical views on how to make money) don’t only affect automakers. These disruptions also ripple down the supply chain prompting a game of musical chairs, each supplier aiming to maximize their chances of still having a chair (and a bigger chair) when the … Read More


Semidynamics: A Single-Software-Stack, Configurable and Customizable RISC-V Solution

Semidynamics: A Single-Software-Stack, Configurable and Customizable RISC-V Solution
by Kalar Rajendiran on 11-07-2024 at 6:00 am

Risc V CPU

Founded with a vision to create transformative, customizable IP solutions, Semidynamics has emerged as a significant player in the AI hardware industry. Initially operating as a design engineering company, Semidynamics spent its early years exploring various pathways before pivoting to develop proprietary intellectual… Read More


Arteris Empowering Advances in Inference Accelerators

Arteris Empowering Advances in Inference Accelerators
by Bernard Murphy on 11-06-2024 at 6:00 am

NoC Tiling min

Systolic arrays, with their ability to highly parallelize matrix operations, are at the heart of many modern AI accelerators. Their regular structure is ideally suited to matrix/matrix multiplication, a repetitive sequence of row-by-column multiply-accumulate operations. But that regular structure is less than ideal … Read More


The Next LLM Architecture? Innovation in Verification

The Next LLM Architecture? Innovation in Verification
by Bernard Murphy on 10-30-2024 at 6:00 am

Innovation New

LLMs have amazing capabilities but inference run times grow rapidly with the size of the input (prompt) sequence, a significant weakness for some applications in engineering. State space models (SSMs) aim to correct this weakness. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur,… Read More


Emerging Growth Opportunity for Women in AI

Emerging Growth Opportunity for Women in AI
by Bernard Murphy on 10-28-2024 at 6:00 am

Fem AI Logo Reg R5

I was invited to the Fem.AI conference in Menlo Park, the first sponsored by the Cadence Giving Foundation with a goal to promote increased participation of women in the tech sector, especially in AI. Not just for equity, also to grow the number of people entering the tech/AI workforce. There are countless surveys showing that demand… Read More


AI Semiconductor Market

AI Semiconductor Market
by Bill Jewell on 10-24-2024 at 2:00 pm

AI Semiconductor Market 2024

AI (artificial intelligence) is widely cited as a growth driver for the technology industry, including semiconductors. While AI is in its early stages, opinions vary on whether it will become common in the next few years. A McKinsey study from May 2024 showed 72% of organizations have adopted AI in at least one business function.… Read More


Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers
by Mike Gianfagna on 10-24-2024 at 6:00 am

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

2.5D package design is rapidly finding its stride in a wide variety of applications, including AI. While there are still many challenges to its widespread adoption, the chiplet approach is becoming more popular compared to monolithic design. However, the required market to create a chiplet ecosystem is still under development.… Read More


Advanced Audio Tightens Integration to Implementation

Advanced Audio Tightens Integration to Implementation
by Bernard Murphy on 10-22-2024 at 6:00 am

girl wearing wireless earbuds on noisy street min

You might think that in the sensing world all the action is in imaging and audio is a backwater. While imaging features continue to evolve, audio innovations may be accelerating even faster to serve multiple emerging demands: active noise cancellation, projecting a sound stage from multiple speakers, 3D audio and ambisonics,… Read More


ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • Investors finally realize the upcycle isn’t as strong as stocks indicated
  • Industry Bifurcation between AI & rest of industry continues
  • China spending risk/overhang finally kicks in
  • AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
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