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Are 112G PAM4 channels in one of your current or future designs? If you’re focusing on advanced products, the answer is likely YES. Design of these channels is quite challenging. Silicon design, SerDes, PCB traces, and interconnect all need to be balanced to achieve success. As they say, getting there is half the fun. An upcoming… Read More
Earlier this year semiconductor oracle Malcom Penn did his 2022 forecast which I covered here: Are We Headed for a Semiconductor Crash? The big difference with this update is the black economic clouds that are looming which may again highlight Malcolm’s forecasting prowess. I spent an hour with Malcolm and company on his Zoom cast… Read More
Design IP Sales reached $5.45B in 2021, or 19.4% YoY after 16% in 2020, on-sync with semiconductor growth of 26.2% in 2021 according to WSTS. IPnest has released the “Design IP Report” in May 2022, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O,… Read More
From a business viewpoint we often read in the technical press about the virtues of applying AI, and in the early days most of the AI model building was done in the cloud, because of the high computation requirements, yet there’s a developing trend now to use AI accelerators at the Edge. The other mega-trend in the past decade… Read More
-KLA has another great QTR in face of overwhelming demand
-Supply chain issues obliterated by backlog
-Longer term technology leadership concerns are increasing
-We see limited upside near term & remain cyclically cautious
KLA’s performance remains great as does… Read More
Semiconductor makers are planning strong capital expenditure (CapEx) growth in 2022. According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC Insights is forecasting total semiconductor industry… Read More
India’s top VLSI Training Services company Maven Silicon, a RISC-V Global Training Partner, conducted an insightful discussion with the industry experts Ms. Calista Redmond, CEO, RISC-V International and Mr. Sivakumar P R, CEO, Maven Silicon, on the topic “RISC-V Open Era of Computing”.
To introduce RISC-V, it is a free and … Read More
We all know signal integrity and power integrity are becoming more important for advanced design. Like package engineering, the obscure and highly technical art of SI/PI optimization has taken center stage in the design process. And the folks who command expertise in these areas have become the rock stars of the design team. I … Read More
-Lam missed on both top & bottom line due to supply chain
-Previous guide was “overly optimistic” about fixing issues
-Demand is great but doesn’t matter if you can’t serve it
-We remain concerned about ability to fix issues in near term.
Lam reported Revenues… Read More
-ASML reported an “in line” Q1- Orders remain super strong
-Ongoing supply chain issues will limit growth and upside
-ASML targets 2025 for supply fixes- We are not so sure
-Intel, TSMC, Samsung won’t be able to build all fabs they plan
ASML reported… Read More
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Scaling is Failing with Moore’s Law and Dennard