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The global semiconductor market in 1Q 2024 was $137.7 billion, according to WSTS. 1Q 2024 was down 5.7% from 4Q 2023 and up 15.2% from a year ago. The first quarter of the year is typically down seasonally from the fourth quarter of the prior year. However, the 1Q 2024 decline of 5.7% was worse than expected.
Major semiconductor companies… Read More
Most MEMS and sensor companies struggle to find an industrialization partner that can support early-stage research and help develop and transition unique concepts to high-volume production. The wrong partner means delays and increased development costs as the design moves between various facilities. Recently, Silicon … Read More
Ollie Jones, Vice President of Strategic Sales at Sondrel, has worked extensively across Europe, North America and Asia and has held a variety of commercial leadership roles in FTSE 100, private equity owned and start-up companies.
Most recently Ollie was Chief Commercial Officer for an EV battery start up where he led the acquisition… Read More
From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.
It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity… Read More
224 Gbps PAM4 gets attention for applications such as data center, AI/ML, accelerated computing, instrumentation and test and measurement. The question is how real is it and what are the challenges that need to be overcome to implement reliable channels at that data rate? If you wonder about these kinds of topics for your next design,… Read More
The performance demands of data centers continue to grow, driven to large degree by the ubiquitous use of complex AI algorithms. On April 25, Embedded Computing Design held an informative webinar on this topic. Two experts looked at the problem from the standpoint of processor architecture and communication strategies, which… Read More
We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no, we need to wait until we can get an AI PC. The inflation is high—the consumer is not buying.
For us in the industry, the 13-week financial … Read More
A high-quality verification campaign including methods able to absolutely prove the correctness of critical design behaviors as a complement to mainstream dynamic verification? At first glance this should be a no-brainer. Formal verification offers that option and formal adoption has been growing steadily, now used in around… Read More
– KLA reported a good QTR but more importantly passing the bottom
– Lead times mean KLA gets orders early in up cycle-just behind ASML
– Potential upside in upcycle as packaging needs more process control
– 2024 2nd half weighted with stronger recovery likely in 2025
AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More
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Is Intel About to Take Flight?