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I was invited to give a talk at the ISS conference on the Impact of EUV on the Semiconductor Supply Chain. The ISS conference is an annual gathering of semiconductor executives to review technology and global trends. In this article I will walk through my presentation and conclusions.… Read More
Wally Rhines, President and CEO of Mentor, a Siemens Group, did another one of his famous deep learning presentations at SEMI ISS 2018. Using the Gompertz Curve Lifecycle to forecast the future growth of semiconductor markets, Wally looks at: Image sensors, Desktop PCs, PC Notebooks, Cell Phone Subscribers, Smartphones, and… Read More
The SEMI Industry Strategy Symposium (ISS 2018) started today with session one on economic trends. Daniel Niles (Alpha One Capital Partners) started it off with “A Golden Age for Global Growth – Semiconductor revenues up over 20% y/y (The Good News is Also the Bad News)”. The good news of course is that semiconductors continue… Read More
I’m an avid road bike enthusiast having just completed my 2017 goal of 13,000 miles, so follow me on Strava if you want to see the routes and photo adventures I have in Oregon. In the photo below I’m the guy in the middle with the Portland Velojersey on and we’re in a parking lot just 2 blocks away from Intel’s… Read More
France exposure will be very strong at Las Vegas CES this year, the 3[SUP]rd[/SUP] country with 365 companies, behind USA and China. If you just take the start-up number into account, 274 French start-ups will be present, just behind the USA with 280 start-ups! If you look back, it’s a great jump compared with 2017 (178 start-up) … Read More
On the heels of successful seminars in Tokyo and Shanghai, eSilicon is starting the new year back in the cloud with a webinar version of the live events for those, like myself, who could not attend. The webinar will compress the 3 hour live event into 60 minutes which will provide a great place to start a conversation on your next chip… Read More
Voice-based control is arguably becoming another killer app, or killer app-enabler in the very significant shifts we are seeing in automation. After a bumpy start in car feature control (for navigation, phone calls, etc) and early smartphone “intelligent” assistants, voice-based interfaces now seem to be maturing into a genuinely… Read More
AI is quickly becoming the new killer app and everyone is piling on board as fast as they can. But there are multiple challenges for any would-be AI entrepreneur:
At the IEDM 2017, imec held an imec technology forum and presented several papers, I also had the opportunity to interview Anda Mocuta director of technology solutions and enablement. In this article I will summarize the keys points of what I learned about the future of logic. I will follow this up with a later article covering memory.… Read More
As we begin another new year we begin another semiconductor conference cycle starting with SEMI ISS on January 15–18 at the Ritz-Carlton in Half Moon Bay California. This conference really sets the tone for the year and gives us a place to start thinking, acting, and reacting. This year it is all about the electronic devices we have… Read More
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