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What makes a breakthrough possible? Intelligence, certainly, but also curiosity, persistence and the courage to follow an idea before anyone can see where it leads. Sunil Mehta’s novel The Compass builds its premise around this question. Four students discover a mysterious compass that allows them to travel through time by … Read More
Hock Tan and his CFO Kirsten Spears logged into the June 3 earnings call with numbers that should have satisfied anyone. AI semiconductor revenue hit $10.8 billion in Q2, up 143% year over year, above Broadcom’s own forecast. Full-year AI guidance went to $56 billion. The $100 billion fiscal 2027 target was reaffirmed. By any prior… Read More
A couple of folks have asked me to write on nuclear power. Nuclear offers additional sources for power generation, a pressing concern thanks to demand from giant data centers. Also, investment by Microsoft, Sam Altman and others signals their urgency to accelerate past slow moving utilities plans. I have some background in this… Read More
Daniel is joined by Jake Canon, senior business development engineer at Toshiba America Electronic Components. Jake is an enthusiastic contributor to the semiconductor industry and has been working closely with engineers to find new discrete power solutions for a wide variety of cutting-edge applications.
Dan explores the… Read More
PwC’s comprehensive report, “Semiconductor and Beyond,” released in 2026, provides a strategic outlook on the global semiconductor industry amid rapid transformations driven by AI, geopolitical tensions, and supply chain shifts. Structured into four sections—Foreword, Demand Analysis, Supply Analysis,… Read More
Dan is joined by Josue Navarro, product marketing engineer for Microchip’s dsPIC business unit. He began his career as a process engineer at Intel and has since transitioned into product marketing with Microchip Technology where he supports customers developing system designs utilizing Microchip’s Digital Signal … Read More
By Dr. Thang Minh Tran, CEO/CTO Simplex Micro
In the world of modern computing, speculative execution has played a pivotal role in boosting performance by allowing processors to guess the outcomes of instructions ahead of time, keeping pipelines full and reducing idle cycles. Initially introduced during the development of … Read More
As SemiWiki celebrates our 14th anniversary I wanted to wish you all a happy New Year! Working in the semiconductor industry for the past 40 years has been rewarding beyond belief. Working in the trenches and traveling the world has been an education in itself, more so than any other career that I could imagine. SemiWiki has broadened… Read More
A friend of SemiWiki published an article on Moore’s Law in IEEE that I think is worth reading:
The topic of Moore’s Law is of paramount importance, reaching almost the entire field of electronics (and the semiconductor industry). In the course of six decades, for the first… Read More
Semiconductors, apple pie, and the 4th of July are American traditions. You can read about the history of semiconductors in our book “Fabless: The Transformation of the Semiconductor Industry” and the history of Arm in our book “Mobile Unleashed: The Origin and Evolution of Arm processors in our Devices“.… Read More
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Jensen Huang and the Cost of Unchecked Influence