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The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More
…and support the creation of successful Chiplet business
The One-Stop-Shop model has allowed IP vendors of the 2000’s to create a successful IP business, mostly driven by consumer application, smartphone or Set-Top-Box. The industry has dramatically changed, and in 2020 is now driven by data-centric application (datacenter,… Read More
As I previously wrote about here, Intel is presenting their Intel 4 process at the VLSI Technology conference. Last Wednesday Bernhard Sell (Ben) from Intel gave the press a briefing on the process and provided us with early access to the paper (embargoed until Sunday 6/12).
“Intel 4 CMOS Technology Featuring Advanced FinFET Transistors… Read More
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
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Semidynamics Unveils 3nm AI Inference Silicon and Full-Stack Systems