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Key semiconductor market drivers PCs and smartphones are both showing declines in shipments in the first half of 2022. According to IDC, PC shipments in 2Q 2022 were down 15% from a year earlier. 2Q 2022 PC shipments of 71.3 million units were at the lowest level in almost three years since 70.9 million units were shipped in 3Q 2019.… Read More
Monday at DAC I was able to meet with Dr. Ashish Darbari, the CEO and founder of Axiomise. Ashish had a busy DAC, appearing as a panelist at, “Those Darn Bugs! When Will They be Exterminated for Good?”; and then presenting, “Taming the Beast: RISC-V Formal Verification Made Easy.”
I had read a bit about Axiomise… Read More
Let’s face it. Standards aren’t always exciting, and the process of ratifying new versions can be time-consuming and tedious. Regardless, we all know standards are the glue that bind many ecosystems and without them the technology world would be good measure more chaotic. Standards come in many versions, with various amounts… Read More
-ASML reports strong quarter- Orders up 20% Qtr/Qtr
-Customers rush delivery which delays revenue recognition
-Chip makers need hard to get litho tools most of all
-Warning on concerns about consumer chip demand
ASML reported revenues of Euro5.4B and EPS of Euro3.54. Most importantly… Read More
Universal Chiplet Interconnect Express (UCIe) is an open specification that defines the interconnect between chiplets within a package. The objective is to enable an open chiplet ecosystem. Although the initial specification for UCIe was developed by Intel, a consortium was announced in March with Intel, AMD, Arm, Google,… Read More
IEDM is one of the premiere conferences for the latest information on leading edge semiconductor technology. The 68th annual International Electron Devices Meeting will be held December 3rd through 7th at the San Francisco Hilton.
The paper submission deadline is July 14, 2022, and the late-news deadline is August 22, 2022. … Read More
-SEMICON good conference -No news but perceptibly nervous
-Memory chip warnings & memories of cycles past haunt us
-Can we turn the clock back 20+ years on China Chip Policy?
-Last ditch efforts on Chips for America before government vacation
Attendance at the show was good, better than last Decembers… Read More
Throughout its history, the ASIC industry has had its ups and downs. With feast and famine cycles, the ASIC business model is not for the faint of heart. Some companies tread boldly while others dread the cycles and stay away from this business model. Those who are consistently successful have to overcome many challenges thrown … Read More
The Silicon Catalyst Angels investment group recently announced the completion of three years of operation. There are great statistics associated with the organization and its financial results. This includes an over 4X increase in members since inception and an impressive list of investments. One of the noteworthy attributes… Read More
If you want to remember the key points for Interface IP in 2021, just consider $1.3B, 22%, $3B. Interface IP category has generated $1 billion 300 million in 2021, or 22.7% year to year growth, thanks to high runner protocols PCIe, DDR memory controller and Ethernet/SerDes. Even more impressive is the forecast, as IPnest predict… Read More
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MediaTek Develops Chip Utilizing TSMC’s 2nm Process, Achieving Milestones in Performance and Power Efficiency