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
Artificial Intelligence
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
ASML simply states chip industry reality that investors have
… Read MoreMobile LLMs Aren’t Just About Technology. Realistic Use Cases Matter
Arm has been making noise about running large language models (LLMs) on mobile platforms. At first glance that sounds wildly impractical, other than Arm acting as an intermediary between a phone and a cloud-based LLM. However Arm are partnered with Meta to run Llama 3.2 on-device or in the cloud, apparently seamlessly. Running… Read More
Hearing Aids are Embracing Tech, and Cool
You could be forgiven for thinking of hearing aids as the low end of tech, targeted to a relatively small and elderly audience. Commercials seem unaware of advances in mobile consumer audio, and white-haired actors reinforce the intended audience. On the other hand, the World Health Organization has determined that at least 6%… Read More
How AI is Redefining Data Center Infrastructure: Key Innovations for the Future
Artificial intelligence (AI) is driving a transformation in data center infrastructure, necessitating cutting-edge technologies to meet the growing demands of AI workloads. As AI systems scale up and out, next-gen compute servers, switches, optical-electrical links, and flexible, redundant networking solutions are … Read More
Navigating Frontier Technology Trends in 2024
Many of you are already familiar with Silicon Catalyst and the value it brings to semiconductor startups, the industry and the electronics industry at large. Silicon Catalyst is an organization that supports early-stage semiconductor startups with an ecosystem that provides tools and resources needed to design, create, and… Read More
Semiconductors Slowing in 2025