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In sports, we’re all familiar with how even a team with the best individual players for every role needs to be coordinated as a team to win a championship. In healthcare, a patient is better served with a well-trained primary physician to coordinate with the various medical specialists. The field of semiconductors involves a series… Read More
After many years of hesitancy to jump with both feet in, semiconductor companies are seriously considering implementing cloud strategies and making required investments. Their concern though is, how much investment is it going to take? Some of the block-and-tackle challenges they face in implementing a cloud strategy are … Read More
The VLSI Symposium on Technology & Circuits will be held in Hawaii from June 12th to June 17th. You can register for the conference here.
The tip sheet for the conference has been released and one thing that caught my eye is some data from the Intel 4 paper that Intel will be presenting at the conference.
Intel’s old roadmap had 14nm,… Read More
Vaysh Kewada is cofounder and CEO at Salience Labs, a company developing an ultra high-speed multi-chip processor that packages a photonics chip together with standard electronics to enable exascale AI. Salience is funded by Oxford Sciences Enterprise, Cambridge Innovation Capital, Arm-backed Deeptech Labs, former Dialog… Read More
Are 112G PAM4 channels in one of your current or future designs? If you’re focusing on advanced products, the answer is likely YES. Design of these channels is quite challenging. Silicon design, SerDes, PCB traces, and interconnect all need to be balanced to achieve success. As they say, getting there is half the fun. An upcoming… Read More
Chuck Gershman CEO is the co-founder Owl Autonomous Imaging, Inc. Chuck is a Drexel University College of Engineering inductee into the Alumni Circle of Distinction, the highest honor bestowed upon alumni. He has been honored as a finalist for CMP publications (EE Times) prestigious ACE award as High Technology Executive of… Read More
Earlier this year semiconductor oracle Malcom Penn did his 2022 forecast which I covered here: Are We Headed for a Semiconductor Crash? The big difference with this update is the black economic clouds that are looming which may again highlight Malcolm’s forecasting prowess. I spent an hour with Malcolm and company on his Zoom cast… Read More
Design IP Sales reached $5.45B in 2021, or 19.4% YoY after 16% in 2020, on-sync with semiconductor growth of 26.2% in 2021 according to WSTS. IPnest has released the “Design IP Report” in May 2022, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O,… Read More
From a business viewpoint we often read in the technical press about the virtues of applying AI, and in the early days most of the AI model building was done in the cloud, because of the high computation requirements, yet there’s a developing trend now to use AI accelerators at the Edge. The other mega-trend in the past decade… Read More
-KLA has another great QTR in face of overwhelming demand
-Supply chain issues obliterated by backlog
-Longer term technology leadership concerns are increasing
-We see limited upside near term & remain cyclically cautious
KLA’s performance remains great as does… Read More
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MediaTek Develops Chip Utilizing TSMC’s 2nm Process, Achieving Milestones in Performance and Power Efficiency