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Semiconductor Services

Podcast EP300: Next Generation Metalization Innovations with Lam’s Kaihan Ashtiani

Podcast EP300: Next Generation Metalization Innovations with Lam’s Kaihan Ashtiani
by Daniel Nenni on 04-30-2025 at 10:00 am
Categories: Semiconductor Insider Podcasts, Semiconductor Services

Dan is joined by Kaihan Ashtiani, Corporate Vice President and General Manager of atomic layer deposition and chemical vapor deposition metals in Lam’s Deposition Business Unit. Kaihan has more than 30 years of experience in technical and management roles, working on a variety of semiconductor tools and processes.

Dan explores… Read More

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Semiconductor Tariff Impact

Semiconductor Tariff Impact
by Bill Jewell on 04-22-2025 at 3:00 pm
Categories: Semiconductor Intelligence, Semiconductor Services

US Semiconductor Imports 2024 SemiWiki

President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More

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Achieving Seamless 1.6 Tbps Interoperability for High BW HPC AI/ML SoCs: A Technical Webinar with Samtec and Synopsys

Achieving Seamless 1.6 Tbps Interoperability for High BW HPC AI/ML SoCs: A Technical Webinar with Samtec and Synopsys
by Daniel Nenni on 04-17-2025 at 10:00 am
Categories: AI, EDA, Events, IP, Samtec, Synopsys
2 Comments

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HPC Bandwidth Explosion and 1.6T Ecosystem Interop Need

The exponential growth in data bandwidth requirements driven by HPC systems, AI, and ML applications has set the stage for an ever-increasing need for 1.6Tbps Ethernet. As data centers strive to manage vast data transfers with maximum efficiency, the urgency for interoperability… Read More

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Design IP Market Increased by All-time-high: 20% in 2024!

Design IP Market Increased by All-time-high: 20% in 2024!
by Eric Esteve on 04-14-2025 at 10:00 am
Categories: IP, IPnest, Semiconductor Services

Top5 License

Design IP revenues achieved $8.5B in 2024 and this is an all-time-high growth of 20%. Wired Interface is still driving Design IP growth with 23.5% but we see the Processor category also growing by 22.4% in 2024. This is consistent with the Top 4 IP companies made of ARM (mostly focused on processor) and a team leading wired interface… Read More

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Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs

Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs
by Robert Maire on 04-01-2025 at 8:00 am
Categories: Semiconductor Advisors, Semiconductor Services
2 Comments

Trump Elon Doge

– Trump gives CHIPS Act & AI oversight to DOGE/Musk-“Tech Support”
– CHIPS Act to switch from incentive based to tariff/punitive based
– Musk to be responsible for US AI policy & security- Will rule ChatGPT
– Talks underway to relocate Taiwan fabs & staff to avoid China threat… Read More

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Semiconductor CapEx Down in 2024 up in 2025

Semiconductor CapEx Down in 2024 up in 2025
by Bill Jewell on 03-30-2025 at 8:00 am
Categories: Semiconductor Business Intelligence, Semiconductor Services

Mar 2025 capex 793x1024

Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More

Podcast EP278: Details of This Year’s Semiconductor Startups Contest with Silicon Catalyst’s Nick Kepler

Podcast EP278: Details of This Year’s Semiconductor Startups Contest with Silicon Catalyst’s Nick Kepler
by Daniel Nenni on 03-21-2025 at 10:00 am
Categories: Semiconductor Services, Silicon Catalyst

Dan is joined by Nick Kepler, COO and Director at Silicon Catalyst. Nick has over 30 years of experience in the semiconductor industry, with varied leadership and technology management roles including semiconductor process technology development and manufacturing, design enablement, technical program management, and … Read More

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Cutting Through the Fog: Hype versus Reality in Emerging Technologies

Cutting Through the Fog: Hype versus Reality in Emerging Technologies
by Kalar Rajendiran on 03-14-2025 at 8:00 am
Categories: AI, Quantum Computing, Semiconductor Services, Silicon Catalyst

Collage of three images

Silicon Catalyst is an organization that supports early-stage semiconductor startups with an ecosystem that provides tools and resources needed to design, create, and market semiconductor solutions. It is the only incubator + accelerator focused on the Global Semiconductor Industry and operates with the motto “It’s about… Read More

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Accellera at DVCon 2025 Updates and Behavioral Coverage

Accellera at DVCon 2025 Updates and Behavioral Coverage
by Bernard Murphy on 03-11-2025 at 6:00 am
Categories: Accellera, Semiconductor Services

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As usual I check in on Accellera activities each year at DVCon. Lu Dai (chair) gave an opening talk at the Accellera lunch, with contributions from other speakers on a few topics. In the afternoon I heard an update on PSS 3.0. What follows is a quick summary with my own musings on behavioral coverage.

Notable non-PSS topics

Karsten … Read More

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CHIPS Act dies because employees are fired – NIST CHIPS people are probationary

CHIPS Act dies because employees are fired – NIST CHIPS people are probationary
by Robert Maire on 02-23-2025 at 6:00 am
Categories: Semiconductor Advisors, Semiconductor Services
9 Comments

Donald Trump CHIPs Act Cancelled

– NIST to lose 100’s of mainly CHIPS Act people
– If no people are left to administer CHIPS Act it dies by default
– Following USAID play book to kill an unwanted program
– Using the “probationary” clause as excuse to fire recent CHIPS hires

Trump will kill CHIPS Act by gutting NIST employees
… Read More