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When we hear McKinsey & Company, we may think of one of the “Big Three” management consultancies. While that’s true, this firm has a reach and impact that goes far beyond management consulting. According to its website, the firm accelerates sustainable and inclusive growth. While this is an inspirational statement, the… Read More
Samtec is well-known for its innovative signal channel solutions. Whether the application requires copper or fiber, Samtec can deliver incredible performance and flexibility. The quality of the company’s models, eval kits and design support are well-known. There is another aspect of Samtec’s innovation. I touched on it in… Read More
The semiconductor industry’s incredible juggernaut has been powered by device innovations at its very core. Moreover, present-day enterprises encounter immense competitive pressures and innovations are a key differentiator to maintain their competitive edge1.
“It wasn’t that Microsoft was so brilliant or clever… Read More
Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More
Water, the planet’s lifeblood, remains a finite and precious resource. The Earth’s total water supply has remained relatively constant over millennia. However, it is the uneven distribution of freshwater and the challenges of providing access to clean water that are causing stress in various parts of the world.… Read More
Many people either thought or assumed… Read More
Up until last December I was president and owner of IC Knowledge LLC, at the end of November, I sold IC Knowledge LLC to TechInsights. It has been interesting to become an insider at the world’s leading semiconductor reverse engineering and knowledge company. The latest SMIC N+2 analysis is an excellent example of TechInsight’s… Read More
We have shown in the “Design IP Report” 2022 that the market share of the wired Interface IP category is a growing part of the total IP, and that this trend is confirmed year after year. The interface IP category has moved from 18% share in 2017 to 25% in 2022.
During the 2010-decade, smartphone was the strong driver for the IP industry,… Read More
We are all familiar with the tradeoffs between copper and fiber for digital signal transmission. The short version is that fiber is flexible, like copper but supports higher data rates with less loss over longer distances. The bad news is that converting digital signals to light and back again isn’t a trivial process. These kinds… Read More
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cHBM for AI: Capabilities, Challenges, and Opportunities