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2024 Outlook with Laura Long of Axiomise

2024 Outlook with Laura Long of Axiomise
by Daniel Nenni on 02-15-2024 at 10:00 am

Laura Long

Axiomise pioneered the adoption of formal verification in the semiconductor industry since 2017.  Led by visionary CEO, Dr. Ashish Darbari, who has 63 patents in formal verification, and Neil Dunlop an industry veteran with 40 years of experience, Axiomise has helped twenty customers over the last six years by providing them… Read More


Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi-Die Systems

Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi-Die Systems
by Mike Gianfagna on 02-15-2024 at 6:00 am

Synopsys and Alchip Accelerate IO & Memory Chiplet Design for Multi Die Systems

Multi-die system design is clearly gaining momentum. Part of this momentum focuses on chiplets and a chiplet ecosystem. A “building block” approach for design will work better if there is a way to get verified, quality building blocks in the form of chiplets. The recent Chiplet Summit became an epicenter for this topic. The conference… Read More


CEO Interview: Jay Dawani of Lemurian Labs

CEO Interview: Jay Dawani of Lemurian Labs
by Daniel Nenni on 02-02-2024 at 6:00 am

Full Slide LL Spatial Processing Unit Architecture (1)

Jay Dawani is the co-founder and CEO at Lemurian Labs, a startup developing an accelerated computing platform tailored specifically for AI applications. The platform breaks through the hardware barriers to make AI development faster, cheaper, more sustainable, and accessible to more than just a few companies.

Prior to founding… Read More


KLAC- OK Quarter & flat guide- Hopefully 2025 recovery- Big China % & Backlog

KLAC- OK Quarter & flat guide- Hopefully 2025 recovery- Big China % & Backlog
by Robert Maire on 01-30-2024 at 6:00 am

KLAC Foundry Logic

– KLAC reported an OK QTR & flat guide-waiting for 2025 recovery?
– China exposure remains both risk & savior & big in backlog
– Wafer inspect strong- Patterning on long slide- PCB biz for sale
– Some bright spots but memory still weak- Foundry/Logic OK

Bumping along the bottom of the cycle
Read More

LRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho

LRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho
by Robert Maire on 01-29-2024 at 6:00 am

Lam Research LCRX

– Lam reported as expected and guided flat- No recovery yet
– Some mix shifts but China still 40% (8X US at 5%)-NVM still low
– HBM is promising but Lam needs a broad memory recovery
– Lam has not seen order surge ASML saw- Likely lagging by 3-4 QTRs

An in line quarter and uninspiring flat guide for Q1

As compared… Read More


ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines

ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines
by Robert Maire on 01-26-2024 at 6:00 am

ASML Cleanroom EUV Wafer Stage Training

– ASML orders more than triple sequentially- Utilization increases
– Management remains conservative with flat revenues 2024 vs 2023
– Recovery will be slow, targeting 2025- Long & weak cyclical bottom
– Litho orders are leading indicator of future wider recovery

Strong orders pave the way for
Read More

2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand

2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand
by Robert Maire on 01-24-2024 at 6:00 am

Semiconductor Industry Outlook 2024
  • What kind of recovery do we expect, if any, after 2 down years?
  • What impact will China have on the recovery of mature market chips?
  • What will memory recovery look like? Will we return to stupid spend?
  • Stock selection ever more critical in tepid recovery
Chip stocks have rocketed but the industry itself, not so much, “Anticipation….is
Read More

Transformative Year for Sondrel

Transformative Year for Sondrel
by Daniel Nenni on 01-18-2024 at 6:00 am

Happy,New,Year,2023,,Keep,Fighting,Together,,Silhouette,Of,2023

This is our third year working with Sondrel and it has been a great experience. I have always been fascinated with the ASIC business and put a full chapter about it in our first book “Fabless: The Transformation of the Semiconductor industry.” Companies like Sondrel enabled our move to the fabless model and now they … Read More


IEDM 2023 – Imec CFET

IEDM 2023 – Imec CFET
by Scotten Jones on 01-17-2024 at 6:00 am

29 1 Wed Horiguchi 3 final Page 04

At IEDM 2023, Naoto Horiguchi presented on CFETs and Middle of Line integration. I had a chance to speak with Naoto about this work and this write up is based on his presentation at IEDM and our follow up discussion. I always enjoy talking to Naoto, he is one of the leaders in logic technology development, explains the technology in … Read More


WEBINAR: Mastering DC-DC Converters: Your Guide to Better Hardware

WEBINAR: Mastering DC-DC Converters: Your Guide to Better Hardware
by Daniel Nenni on 01-16-2024 at 10:00 am

Webinar (2)

Renie Ananthakumar, Principal Engineer at TenXer Labs., invites System Design Engineers globally to a webinar that’s all about practical insights—From Bench to Board: A Comprehensive Guide to DC-DC Converter Selection and Remote Testing.

See the Replay Here

In this session, we are breaking down the complexity of DC-DC… Read More