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Artificial Intelligence
A recent TechSpot article suggests that Apple is moving cautiously towards release of some kind of generative AI, possibly with iOS 18 and A17 Pro. This is interesting not just for Apple users like me but also for broader validation of a real mobile opportunity for generative AI. Which honestly had not seemed like a given, for multiple… Read More
Quite a few of the articles I now see about the semiconductor industry use AI. It is not hard to tell, especially for someone like myself, a 40 year experienced semiconductor professional who also writes. In the last 13 years (yes SemiWiki is now a teenager) we have published 9,058 blogs. SemiWiki was the first of now many semiconductor… Read More
Jay Dawani is the co-founder and CEO at Lemurian Labs, a startup developing an accelerated computing platform tailored specifically for AI applications. The platform breaks through the hardware barriers to make AI development faster, cheaper, more sustainable, and accessible to more than just a few companies.
Prior to founding… Read More
We have been working with Keysight EDA for the past two years and it has been an honor. The technical depth we have reached with them is impressive. Niels Faché, VP & GM, Keysight EDA, is responsible for Keysight’s design and simulation portfolio. Niels has been part of the Keysight-Agilent-HP family since 1994 when HP acquired… Read More
For observers of EDA markets there is an easily overlooked opportunity for new growth. Today around 50% of EDA revenues come from systems rather than semiconductor companies, from datacenters to automotive, aerospace, energy, and others. In most of these industries total system design depends as much on mechanical and other… Read More
The web is a wonderful place to find information on almost any topic. While top-level information is easy to find, a deep dive often requires the services of a market research firm. These organizations specialize in “going deep” on many technology topics, offering insights not available with a Google search. And these services… Read More
As usual in January we start with a look back at the papers we reviewed last year. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research ideas. As always, feedback welcome. We’re planning on starting a live series… Read More
Finite element methods for analysis crop up in many domains in electronic system design: mechanical stress analysis in multi-die systems, thermal analysis as a counterpart to both cooling and stress analysis (eg warping) and electromagnetic compliance analysis. (Computational fluid dynamics – CFD – is a different beast which… Read More
This is our third year working with Sondrel and it has been a great experience. I have always been fascinated with the ASIC business and put a full chapter about it in our first book “Fabless: The Transformation of the Semiconductor industry.” Companies like Sondrel enabled our move to the fabless model and now they … Read More
CES 2024 is being held this week in Las Vegas, Nevada with an estimated 130,000 attendees and over 4,000 exhibitors. CES (previously Consumer Electronics Show) has been held in Las Vegas every year since 1978, except for 2021 due to COVID-19. This was my ninth CES representing Semiconductor Intelligence, with the first in 2012.… Read More
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Selling the Forges of the Future: U.S. Report Exposes China’s Reliance on Western Chip Tools