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RISC-V Summit Buzz – Axiomise Accelerates RISC-V Designs with Next Generation formalISA®

RISC-V Summit Buzz – Axiomise Accelerates RISC-V Designs with Next Generation formalISA®
by Mike Gianfagna on 12-04-2023 at 6:00 am

RISC V Summit Buzz – Axiomise Accelerates RISC V Designs with Next Generation formalISA®

If the recent RISC-V Summit proved one thing it’s that open-source hardware design, and particularly the RISC-V instruction set architecture (ISA) has entered the mainstream. It is a design methodology and architecture to watch closely. Across a broad range of applications from data center, to automotive, to IoT, RISC-V processors… Read More


Webinar: Silicon Catalyst & EE Times Examine the Bigger Picture Aspects of AI – Nov. 29, 2023 – 9am to 10am Pacific

Webinar: Silicon Catalyst & EE Times Examine the Bigger Picture Aspects of AI – Nov. 29, 2023 – 9am to 10am Pacific
by Mike Gianfagna on 11-20-2023 at 2:00 pm

Webinar Silicon Catalyst & EE Times Examine the Bigger Picture Aspects of AI – Nov. 29, 2023 – 9am to 10am Pacific

Artificial Intelligence (AI) is dominating the news cycle these days. It used to be about the latest (and largest) chips to accelerate AI algorithms. While that’s still relevant and exciting, AI news is taking a much broader, socioeconomic character. What does AI mean for job security, the economy, or even life on Earth? These … Read More


Semiconductors Headed Toward Strong 2024

Semiconductors Headed Toward Strong 2024
by Bill Jewell on 11-20-2023 at 6:00 am

Semiconductor Market Change 4Q23

The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More


AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter

AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter
by Robert Maire on 11-19-2023 at 8:00 pm

Criminal Investigation

– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook

Reuters broke the news on the day of earnings
Read More

The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment

The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment
by Robert Maire on 11-15-2023 at 10:00 am

China Sino US
  • China Chip Sanctions have had opposite of intended effect
  • Helps AMAT, LRCX, KLAC & TEL- Hurts Micron and GloFo
  • Tsunami of Chinese capacity will hurt memory & 2nd tier chip makers
  • The probability of a much longer chip downcycle is increasing
China is cornering the market on Semiconductor equipment

Quarterly reports from… Read More


Podcast EP191: The Impact of Evolving AI System Architectures and Samtec’s Role with Matt Burns

Podcast EP191: The Impact of Evolving AI System Architectures and Samtec’s Role with Matt Burns
by Daniel Nenni on 11-03-2023 at 10:00 am

Dan is joined by Matthew Burns, Matt develops go-to-market strategies for Samtec’s Silicon to Silicon solutions. Over the course of 20+ years, he has been a leader in design, technical sales and marketing in the telecommunications, medical and electronic components industries.

Matt and Dan discuss revelations from the recent… Read More


Executive Interview: Tony Casassa, General Manager of METTLER TOLEDO THORNTON

Executive Interview: Tony Casassa, General Manager of METTLER TOLEDO THORNTON
by Daniel Nenni on 11-03-2023 at 6:00 am

TC MT Thornton

Tony Casassa has served as the General Manager of METTLER TOLEDO THORNTON since 2015, after having joined the company in 2007 to lead the US Process Analytics business. Prior to spending the last 16 years with METTLER TOLEDO, Tony held various business leadership positions for 2 decades with Rohm and Haas Chemical. A common thread… Read More


DVCon Europe is Coming Soon. Sign Up Now

DVCon Europe is Coming Soon. Sign Up Now
by Bernard Murphy on 10-31-2023 at 6:00 am

logo accellera min

I’m a fan of DVCon, a fan of Accellera and a fan of Munich, hosting DVCon Europe once again. This year’s event runs from November 14th through 15th (with some events on the 16th) at the Holiday Inn Munich in the City Center. Phillippe Notton (CEO, SiPearl) will deliver a keynote on “Energy Efficient High-Performance Computing in the… Read More


KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good

KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good
by Robert Maire on 10-29-2023 at 10:00 am

KLAC Tencor
  • KLA has an OK quarter in an ugly market- bouncing along bottom
  • Like Lam & ASML, China was huge at 43% represents more risk
  • 2/3 Foundry/logic, 1/3 memory – Process tools were weak
  • No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry

As expected KLAC reported earnings at the … Read More


LRCX- QTR OK but outlook mixed- At half of revs, China is huge risk- Memory poor

LRCX- QTR OK but outlook mixed- At half of revs, China is huge risk- Memory poor
by Robert Maire on 10-26-2023 at 8:00 am

China Memory Shortage
  • LRCX has OK QTR but “challenging outlook” – Memory still sucks
  • China at 48% is a huge risk given potential of more sanctions
  • Leading & trailing logic both poor- no recovery in sight yet
  • Memory spending at historical lows for NAND
Quarter came in OK but outlook seems weak and unclear

Revenues came in at $3.48B… Read More