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Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops

Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops
by Richard Wawrzyniak on 02-14-2022 at 6:00 am

Intel Foundry Ecosystem

On Monday, February 7, 2022, Intel Foundry Services (IFS), made a series of major announcements regarding the RISC-V architecture and ecosystem:

  • Intel will be joining the RISC-V International association with a Premier Membership, and Bob Brennan, Vice President of Customer Solutions Engineering for Intel Foundry Services,
Read More

The Rising Tide of Semiconductor Cost

The Rising Tide of Semiconductor Cost
by Doug O'Laughlin on 02-13-2022 at 6:00 am

Moores Law Slowing Down

It Isn’t Transistory

There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry are fraying, undoing assumptions that we took for granted, that was pounded into us in school. The irreproachable Moore’s Law, that exponential progress will make things cheaper, better,… Read More


The Roots Of Silicon Valley

The Roots Of Silicon Valley
by Malcolm Penn on 02-09-2022 at 6:00 am

The Roots of Silicon Valley

 

The transistor was successfully demonstrated on December 23, 1947, at Bell Laboratories in Murray Hill, New Jersey, the research arm of American Telephone and Telegraph (AT&T).  The three individuals credited with its invention were William (Bill) Shockley Jr., the department head and group leader, John Bardeen… Read More


Accellera at DVCon U.S. 2022 in the Metaverse!

Accellera at DVCon U.S. 2022 in the Metaverse!
by Daniel Nenni on 02-08-2022 at 6:00 am

Gather.Town

The premier verification conference and exhibition is coming up and of course Accellera plays an important role. This year DVCON will again be virtual, which is unfortunate, but I must say as a long time attendee this year’s program really stands out. In fact, there is a new addition that is worth mentioning, it’s the… Read More


Silicon Catalyst Fuels Worldwide Semiconductor Innovation

Silicon Catalyst Fuels Worldwide Semiconductor Innovation
by Mike Gianfagna on 02-07-2022 at 10:00 am

Silicon Catalyst Fuels Worldwide Semiconductor Innovation

Silicon Catalyst just announced the addition of six new companies to its semiconductor industry incubator. The focus areas for these companies is worth noting, as is the broad geographic footprint of the group. I’ll get to this detail in a moment, but first I’d like to step back a bit and take a closer look at this remarkable organization… Read More


Are We Headed for a Semiconductor Crash?

Are We Headed for a Semiconductor Crash?
by Daniel Nenni on 02-02-2022 at 6:00 am

Malcolm Penn Webinar 2022

COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.

Malcolm is… Read More


A 2021 Summary of OpenFive

A 2021 Summary of OpenFive
by Kalar Rajendiran on 02-01-2022 at 10:00 am

Key Features of the Edge AI Vision Platform

Building a better mousetrap plays a key role in achieving market success in any industry. Of course, building one requires differentiating the product from the others already in the market. A differentiated product can even lead to creating demand for new products in adjacent markets. All of this is great but how do you implement… Read More


KLAC- Great quarter and year – March Q is turning point of supply chain problem

KLAC- Great quarter and year – March Q is turning point of supply chain problem
by Robert Maire on 01-30-2022 at 10:00 am

KLAC Foundry Logic

-KLAC – great QTR & calendar year but supply chain impacted
-Management feels supply chain to improve after March Q
-Demand remains strong, driven by foundry/logic
-Process management is next best place in industry after litho

Great end to calendar year

KLA reported revenues of $2.53B with non GAAP EPS of $5.59 nicely… Read More


LRCX- Supply Chain Catches up with Lam- Gets worse before better- Demand solid

LRCX- Supply Chain Catches up with Lam- Gets worse before better- Demand solid
by Robert Maire on 01-30-2022 at 6:00 am

Lam Research

-Supply chain issues finally catch up to Lam- Ongoing issue
-Problem from one main supplier to spread to more
-Causes low December Quarter and soft guide for March
-Quarters could be lumpy due to differed & revenue push outs

Lam Stews over supply Chain Issues

It sucks when you have all the demand in the world but can’t build… Read More


Samsung Keynote at IEDM

Samsung Keynote at IEDM
by Scotten Jones on 01-27-2022 at 6:00 am

Samsung Keynote Figure 1

Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.

He began with some general observations:

The world is experiencing a transformation powered by semiconductors that has been… Read More