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Several signs point to an easing of the shortages of semiconductors for automotive applications. However, the production of light vehicles will likely remain below full potential through at least 2023. LMC Automotive’s July forecast of light vehicle production called for 81.7 million units in 2022, up 2% from 2021. LMC’s January… Read More
Jay Dawani is the co-founder & CEO at Lemurian Labs, a startup developing a novel processor to enable autonomous robots to fully leverage the capabilities of modern day AI within their current energy, space, and latency constraints.
Prior to founding Lemurian, Jay had founded two other companies in the AI space. He is also … Read More
We need more and more complex chips and SoCs for all new applications that use the latest technologies like AI. For example, Apple’s 5nm SoC A14 features 6-core CPU, 4 core-GPU and 16-core neural engine capable of 11 trillion operations per second, which incorporates 11.8 billion transistors, and AWS 7nm 64-bit Graviton2 custom… Read More
-KLA sings same cautionary song as LRCX (with Intel Chorus)
-Sees similar softening of WFE & second half
-Same Government “notice” on China/14NM – Same supply ills
-We remain concerned about share loss in patterning
KLAC reported… Read More
What we alone said would surely happen, but what was widely denied by the industry, was confirmed with June’s WSTS Blue Book report. Right on cue with our December 2021 forecast, the current semiconductor Super Cycle is finally drawing to a close and the 17th market downturn has now well and truly started.
The Macro Evidence
At the… Read More
-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
SEMICON West 2022 was held from July 12th to 14th at the Moscone Center in San Francisco.
On Monday the 11th before the show, Imec held a technology forum at the Marriott Marquee right around the corner from the Moscone center. In recent years the Imec forums have shifted away from the process technology I cover to more of a system and… Read More
Why are NoCs important in modern SoCs and what are best design practices for using NoC? As always, a great place to start is the perspective of an SoC design organization which depends on pumping out high performance designs. Sondrel is a turnkey ASIC service provider, covering the spectrum from system design to silicon supply. … Read More
SemiWiki has been tracking the popularity of chiplets for two years now so it was not surprising to see that they played a key role at DAC. The other trend we foresaw was that the ASIC companies would be early chiplet adopters and that has proven true. One of the more vocal proponents of chiplets at DAC#59 was OpenFive, a 17+ year spec-to-silicon… Read More
-Need more/less spend & more/fewer chips
-The irony of chips act passage & Intel stumble on same day
-Due to excess supply of chips, Intel cuts spending
-Due to shortage of chips, the government increases spending
-How did this happen on the same day? Cosmic Coincidence?
The irony of intel cutting spending… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet