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Electronics production in the major developed countries has been showing slow growth or declines in 2024. United States electronics production three-month-average change versus a year ago (3/12 change) was 0.4% in July 2024, the slowest since the pandemic year of 2020. Growth has been slowing since averaging 6.5% in 2022 and… Read More
It is a well-known fact that chiplets provide several advantages over traditional monolithic chips. Despite these benefits, the transition to a chiplet-based design paradigm presents challenges that need coordinated efforts across the industry. In essence, collaborative efforts among various players involved are not … Read More
The Impact of the AI Revolution on the Server Manufacturers
While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More
Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More
Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
As clock speeds go up, voltages go down and data volumes explode the need for fast, reliable and low latency data channels becomes critical in all kinds of applications. Balancing the requirements of low power and high performance requires the mastery of many skills. At the top of many lists is the need for superior signal integrity,… Read More
Embargoes and other fun stuff in the Semiconductor Tools Market
While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More
If you think my 40 years of semiconductor experience is impressive, Malcolm Penn has been at it for 55 years starting with the first commercial integrated circuit. Malcolm’s company Future Horizons has been providing legendary semiconductor industry forecasts since 1989. I have attended dozens of these both live and … Read More
Accellera invited me to attend their #61DAC panel discussion about the new Portable Stimulus Standard (PSS) v3.0, and the formal press release was also just announced. The big idea with PSS is to enable seamless reuse of stimulus across simulation, emulation and post-silicon debug and prototyping.
Tom Fitzpatrick from Siemens… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
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