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Artificial Intelligence
This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More
Twenty-five years ago, SEMATECH first alerted the world to a concern known as the design productivity gap: the observation that the ability to manufacture complex chips had started outpacing the capability of designers to create them by more than a factor of two. This concern was subsequently reiterated… Read More
At CadenceLIVE 2024 Anirudh Devgan (President and CEO of Cadence) hosted two fireside chats, one with Jensen Huang (President and CEO of NVIDIA) and one with Cristiano Amon (President and CEO of Qualcomm). As you would expect both discussions were engaging and enlightening. What follows are my takeaways from those chats.
The performance demands of data centers continue to grow, driven to large degree by the ubiquitous use of complex AI algorithms. On April 25, Embedded Computing Design held an informative webinar on this topic. Two experts looked at the problem from the standpoint of processor architecture and communication strategies, which… Read More
The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More
In today’s rapidly advancing technological landscape, semiconductors are at the heart of innovation across diverse industries such as automotive, healthcare, telecommunications, and consumer electronics. As a leader in technology and engineering, Siemens plays a pivotal role in empowering the next generation … Read More
Ceva is a very focused company. In its words, the leader in innovative silicon and software IP solutions that enable smart edge products to connect, sense, and infer data more reliably and efficiently. You can see some of its accomplishments here. The company has been licensing IP for more than twenty years with more than 17 billion… Read More
GenAI, the most talked-about manifestation of AI these days, imposes two tough constraints on a hardware platform. First, it demands massive memory to serve large language model with billions of parameters. Feasible in principle for a processor plus big DRAM off-chip and perhaps for some inference applications but too slow … Read More
Synopsys recently hosted an information rich-webinar, modestly titled “Improving Quality, FuSa, Reliability, and Security in Automotive Semiconductors”. I think they undersold the event; this was really about managing all of those things through the lifecycle of a car, in line with auto OEMs strategies for the future of the… Read More
Khaled Maalej is founder and CEO of VSORA, a provider of high-performance silicon chips for GenerativeAI and L4/L5 autonomous driving (AD) applications based in France. Before founding VSORA in 2015, Maalej was CTO at DiBcom, a fabless semiconductor company that designed chipsets for low-power mobile TV and radio reception… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet