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AI-generated chip design is progressing at an incredible pace!
Earlier this week, I wrote about the Efabless AI Generated Open–Source Silicon Design Challenge. If you haven’t done so already, take a closer look at the challenge and see first-hand what this is all about. In talking to Mike Wishart and Mohamed Kassem, co-founders… Read More
-AMAT reported inline resulted helped by trailing edge & China
-Memory remains at very low levels- Foundry remains uninspiring
-China seems to be buying anything they are allowed to buy
-The recovery is too far out & unknown to handicap
Revenue was $6.63B and EPS of $1.86 versus reduced… Read More
The global semiconductor market dropped 8.7% in 1st quarter 2023 versus 4th quarter 2022, according to WSTS. This was the steepest quarter-to-quarter decline since a 14.7% drop in 1Q 2019. 1Q 2023 was down 21.3% from a year earlier, the largest year-to-year decline in thirteen years since a 30.4% drop in 1Q 2009. Revenues of the … Read More
The SPIE Advanced Lithography Conference was held in February. I recently had the opportunity to interview Steven Scheer, vice president of advanced patterning process and materials at imec and review selected papers that imec presented.
I asked Steve what the overarching message was at SPIE this year, he said readiness for … Read More
As we all know design starts are the life blood of the semiconductor industry, both big and small. Enabling those design starts is what the semiconductor ecosystem is all about and Efabless has a very unique value proposition in this regard.
Efabless is a free cloud-based chip design platform, growing community of 9000+ chip designers,… Read More
Every country realizes the importance of producing skilled chip designers who could decide their success as soldiers by creating advanced AI chips for winning the Chip War. Also, every country is now gearing up to build a good semiconductor manufacturing ecosystem to balance the global semiconductor supply chain that could … Read More
Spring wouldn’t be the same without an opportunity to hear from some of the most visible executives of electronic system design (ESD) market segment. The in-person CEO Outlook sponsored by Keysight and hosted by the ESD Alliance, a SEMI Technology Community, will be held Thursday, May 18, in Santa Clara, Calif.
Attendees can expect… Read More
I don’t know the story behind the name Alchip. I’ve been asking this question ever since its founding in 2003 and still haven’t found the answer. Wikipedia sometimes provides insights and stories behind names of companies, products and services but I couldn’t find any regarding the name Alchip. One thing is for sure. After its consistent… Read More
As I sift through mounds of semiconductor press releases trying to figure out the relevance (with mixed results) I consider it a learning experience even when they don’t really tell me anything. This one however tells me two very important things:
1) Arm is a much more competitive company with the new leadership. I saw a noticeable… Read More
-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report
We always … Read More
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