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
Artificial Intelligence
Tier1 Eye on Expanding Role in Automotive AI
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
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
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
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
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 (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
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
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
- 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
Moore’s Law Wiki