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Our Semiconductor Intelligence June Newsletter showed how U.S. imports of smartphones have been on a downward trend since January 2025, led by China. Other key electronic products have also experienced sharp drops in U.S. imports from China.F
U.S. smartphone imports in May 2025 were $3.03 billion, up slightly from April but … Read More
AI explosion is clearly driving semi-industry since 2020. AI processing, based on GPU, need to be as powerful as possible, but a system will reach optimum only if it can rely on top interconnects. The various sub-system need to be interconnected with ever more bandwidth and lower latency, creating the need for ever advanced protocol… Read More
In AI it is easy to be distracted by hype and miss the real advances in technology and adoption that are making a difference today. Accellera hosted a panel at DAC on just this topic, moderated by Dan Nenni (Mr. SemiWiki). Panelists were: Chuck Alpert, Cadence’s AI Fellow driving cross-functional Agentic AI solutions throughout… Read More
It was my pleasure to meet with Vamshi Kothur and the Tuple team at #62DAC for a briefing on their Tropos platform and Omni, a new multi-cloud optimizer. The conferences this year have been AI infused with exciting new technologies but one of the lingering questions is: How will the existing semiconductor design IT infrastructure… Read More
If you’ve spent a lot of time in the chip or EDA business, “design” typically means chip design. These days it means heterogeneous multi-chip design. If you’ve spent time developing end products, “design” has a much broader meaning. Chips, subsystems, chassis and product packaging are in focus. This is just a short list if you consider… Read More
It’s now difficult to remember when we didn’t reuse our own IP and didn’t have access to extensive catalogs of commercial IP. But reuse comes with a downside – without modification we can’t finetune IP specs to exactly what we want in a current design. We’re contractually limited in how we can adapt commercial IP, however vendors … Read More
Electronics production in key Asian countries has been steady to increasing in the last several months. In April 2025, China electronics production three-month-average change versus a year ago (3/12) was 11.5%, up from 9.5% in January but below the average 3/12 of 12% in 2024. India showed the strongest growth, with 3/12 of 15%… Read More
Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup… Read More
Tuple Technologies delivers Tropos, a platform automating IT infrastructure across Cloud, Hybrid or On-prem and DevSecOps for semiconductor IC, FPGA, and system design, optimizing costs and cybersecurity.
Attendees who step into the Tuple Technologies booth during DAC (Booth #1237) will see demonstrations of its Tropos … Read More
WSTS reported 1st quarter 2025 semiconductor market revenues of $167.7 billion, up 18.8% from a year earlier and down 2.8% from the prior quarter. The first quarter of 2025 was weak for most major semiconductor companies. Ten of the sixteen companies in the table below had declines in revenue versus 4Q 2024, ranging from -0.1% from… Read More
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