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Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles
by Mike Gianfagna on 10-20-2021 at 10:00 am

Samtec Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Everyone is talking about 5G deployment. The promises and the hype are finally turning into reality and products. While excitement is appropriate, victory is not yet in hand. There are still technical hurdles to conquer before the full potential of 5G is realized. In this post, I’ll explore one such challenge – the reliable use … Read More


Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences

Silicon Startups, Arm Yourself and Catalyze Your Success…. Spotlight: Semiconductor Conferences
by Kalar Rajendiran on 10-17-2021 at 10:00 am

Live Panel

The arrival of fall seems to typically raise the number of conferences hosted by semiconductor ecosystem companies. The conferences may go by different names. But whether called a forum, summit, conference, or by some other creative name, the purpose is the same. It is to bring together technologists and business people together… Read More


Chiplet: Are You Ready For Next Semiconductor Revolution?

Chiplet: Are You Ready For Next Semiconductor Revolution?
by Eric Esteve on 10-17-2021 at 6:00 am

D2D IP market forercast 2020 2025

During the 2010-decade, the benefits of Moore’s law began to fall apart. Moore’s law stated transistor density doubled every two years, the cost of compute would shrink by a corresponding 50%. The change in Moore’s law is due to increased in design complexity the evolution of transistor structure from planar devices, to Finfets.… Read More


CEO Interview: Rick Seger of SigmaSense

CEO Interview: Rick Seger of SigmaSense
by Daniel Nenni on 10-15-2021 at 6:00 am

RickSeger Photo

Rick Seger is a pioneer of the PCAP touch and pen industry. Seger formerly was the President of N-trig, which incorporated PCAP technology with active pen solutions into devices for nearly all major PC OEMs. Microsoft acquired N-trig in 2015, and Seger is now the CEO of SigmaSense, a global leader in touch sensing performance. SigmaSense… Read More


TSMC Arizona Fab Cost Revisited

TSMC Arizona Fab Cost Revisited
by Scotten Jones on 10-13-2021 at 8:00 am

TSMC North America Fabs

Back in May of 2020 I published some comparisons of the cost to run a TSMC fab in Arizona versus their fabs in Taiwan. I found the fab operating cost based on the country-to-country difference to only be 3.4% higher in the US and then I found an additional 3.8% because of the smaller fab scale. Since that time, I have continued to encounter… Read More


ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming

ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming
by Mike Gianfagna on 10-12-2021 at 6:00 am

ESD Alliance Reports Double Digit Growth – The Hits Just Keep Coming

The latest Electronic Design Market Data report was just published. The headline announces continued substantial growth for the sector: Electronic System Design Industry Logs Double-Digit Q2 2021 Year-Over-Year Revenue Growth, ESD Alliance Reports. While not quite the record-breaking growth reported last quarter, the… Read More


Hardware Data Acceleration for Semiconductor Design

Hardware Data Acceleration for Semiconductor Design
by Kalar Rajendiran on 10-11-2021 at 6:00 am

What if you could Table

This blog is a follow-on piece to an earlier one titled NetApp’s ONTAP Enables Engineering Productivity Boost.  If you have not had an opportunity to read that blog,  please do so for context. Using real life examples, it showcases how customers could improve real-world design engineering productivity as much as 10%.

For the … Read More


CEO Interview: Mike Wishart of Efabless

CEO Interview: Mike Wishart of Efabless
by Daniel Nenni on 10-08-2021 at 6:00 am

Mike Wishart

Mike Wishart has a storied career in investment banking and technology. His resume includes stints at Smith Barney, Lehman Brothers and Goldman Sachs after his Stanford MBA. He has served as a director at Brooktree, Spansion, Cypress and now Knowles. Mike is also a venture partner at Tyche Partners, a venture capital firm focused… Read More


Semiconductors – Limiting Factors; Supply Chain & Talent- Will Limit Stock Upside

Semiconductors – Limiting Factors; Supply Chain & Talent- Will Limit Stock Upside
by Robert Maire on 10-07-2021 at 6:00 am

Semiconductor shortage

– If chips are “as good as it gets” so are the stock prices
– Are we at a near term ceiling that stocks have bounced off of?
– If growth slows do valuations also slow?
– Are we in a holding pattern waiting for a down cycle?

Second order derivative investing

As we have said many times in the past, investors… Read More