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As clock speeds go up, voltages go down and data volumes explode the need for fast, reliable and low latency data channels becomes critical in all kinds of applications. Balancing the requirements of low power and high performance requires the mastery of many skills. At the top of many lists is the need for superior signal integrity,… Read More
Embargoes and other fun stuff in the Semiconductor Tools Market
While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More
Dan is joined by Adeel Liaquat, a formal verification manager at Axiomise. The company delivers cutting-edge scalable and predictable formal verification solutions shortening the time-to-market, and left-shifting the verification curve.
Dan explores the substantial verification challenges for advanced designs with… Read More
If you think my 40 years of semiconductor experience is impressive, Malcolm Penn has been at it for 55 years starting with the first commercial integrated circuit. Malcolm’s company Future Horizons has been providing legendary semiconductor industry forecasts since 1989. I have attended dozens of these both live and … Read More
Accellera invited me to attend their #61DAC panel discussion about the new Portable Stimulus Standard (PSS) v3.0, and the formal press release was also just announced. The big idea with PSS is to enable seamless reuse of stimulus across simulation, emulation and post-silicon debug and prototyping.
Tom Fitzpatrick from Siemens… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
The global semiconductor market reached $149.9 billion in the second quarter of 2024, according to WSTS. 2Q 2024 was up 6.5% from 1Q 2024 and up 18.3% from a year ago. WSTS revised 1Q 2024 up by $3 billion, making 1Q 2024 up 17.8% from a year ago instead of the previous 15.3%.
The major semiconductor companies posted generally strong… Read More
If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.
As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More
AMAT came in at revenues of $6.78B… Read More
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.
We begin the analysis with the … Read More
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Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea