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
Artificial Intelligence
2023 Retrospective. Innovation in Verification
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
Blending Finite Element Methods and ML
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
Transformative Year for Sondrel
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
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
Synopsys Geared for Next Era’s Opportunity and Growth
As semiconductor industry folks know, Synopsys is a behemoth of a company. At $5.84B in FY2023 revenue (FY Nov-Oct), approximately 20,000 employees and a market cap of about $74B, it leads the silicon-to-systems design solutions space within the industry. From humble beginnings in 1986 as a disruptive startup, the company has… Read More
Navigating the AI Horizon: Trends and Challenges in 2024
Stepping into the year 2024, the landscape of artificial intelligence (AI) continues to evolve at an unprecedented pace, presenting both exciting opportunities and formidable challenges. In this era of technological advancement, we find ourselves at the intersection of innovation and responsibility, where emerging trends
Fail-Safe Electronics For Automotive
The automotive industry is on the brink of a revolutionary transformation, where predictive maintenance and monitoring are taking center stage. In a recent webinar panel session, industry experts delved into the challenges, current approaches, and future innovations surrounding the guarantee and extension of mission profiles.… Read More
Reasoning and Planning as the Next Big Thing in AI
When I search for ‘what is the next big thing in AI?’ I find a variety of suggestions around refining and better productizing what we already know. Very understandable for any venture aiming to monetize innovation in the near term, but I am more interested in where AI can move outside the box, to solve problems well outside the purview… Read More
Unleashing the 1.6T Ecosystem: Alphawave Semi’s 200G Interconnect Technologies for Powering AI Data Infrastructure
In the rapidly evolving landscape of artificial intelligence (AI) and data-intensive applications, the demand for high-performance interconnect technologies has never been more critical. Even the 100G Interconnect is already not fast enough for infrastructure applications. AI applications, with their massive datasets… Read More
Intel and TSMC IDM 2024 Discussions