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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
Semiconductor industry is going through an unprecedented technological revolution with AI/ML, GPU, RISC-V, chiplets, automotive and 5G driving the hardware design innovation. The race to deliver high performance, optimizing power and area (PPA), while ensuring safety and security is truly on. It has never been a more exciting… Read More
Actually not so new, just new to us in the US. Verification Futures is already well established as a Tessolve event with a 10-year track record in the UK. This year they are bringing the conference to Austin on September 14th (REGISTER HERE).
While DVCon is an ever-popular event for sharing verification ideas, it isn’t always accessible… Read More
The global semiconductor market grew 4.2% in 2Q 2023 versus 1Q 2023, according to WSTS. The 2Q 2023 growth was the first positive quarter-to-quarter change since 4Q 2021, a year and a half ago. Versus a year ago, the market declined 17.3%, an improvement from a 21.3% year-to-year decline in 1Q 2023. Semiconductor market year-to-year… Read More
August’s WSTS Blue Book showed Q2-2023 sales rebounding strongly, up 4.2 percent vs. Q1, heralding the end of the downturn and welcome news for the beleaguered chip industry.
The really good news, however, was that the downturn bottomed one quarter earlier than previously anticipated. This pull-forward only added a modest US$11… Read More
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