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This is a topic in which I have a lot of interest, covered in a panel at this year’s DAC; Raúl Camposano chaired the session. I had earlier covered a keynote by Moshe Zalcberg at Europe DVCon late in 2020; he now reprises the topic. Given the incredible pace of innovation and scale in software development these days, I don’t see what we… Read More
The “in-person” portion of the Design Automation Conference (DAC) was recently held in San Francisco. (As several presenters were unable to attend, a “virtual” program is also available.) The presentations spanned a wide gamut – e.g., technical advanced in design automation algorithms; new features in commercial EDA tools; … Read More
Semicon West was Semicon Less….
We attended a “Hybrid” version of Semicon… Read More
Functional safety has been at the forefront of the electrification of our vehicles with new ADAS features, and the push to reach autonomous driving, while having compliance with the ISO 26262 functional safety standard. I attended the Accellera hosted panel discussion on Monday at DAC, hearing from functional safety panelists… Read More
Standard Cell Scaling
Complex logic designs are built up from standard cells, in order to continue to scale logic we need to continually shrink the size of standard cells.
Figure 1 illustrates the dimensions of a standard cell.
Figure 1. Standard Cell Dimensions.
From figure 1 we can see that shrinking standard cell sizes requires… Read More
PCIe, or peripheral component interconnect express, is a very popular high-speed serial computer expansion bus standard. The width and speed the standard supports essentially defines the throughput for high-performance computing (HPC) applications. The newest version, PCIe 6.0 promises to double the bandwidth that the… Read More
Each year, Silicon Catalyst assembles a panel of industry luminaries to discuss important questions about the future. The charter of the Silicon Catalyst Industry Forum is to: “create a platform for broad-topic dialog among all stakeholders involved in the semiconductor industry value chain. The Forum topics focus on technical… Read More
-AMAT -Supply chain can’t keep up with expanding business
-May be longer term issue which will limit upside
-Being tough on vendors may have come back to bite Applied
-Fixing supply chain will likely take longer than the current cycle
Supply Chain issues come home to roost
Applied Materials missed on both earnings and revenues… Read More
The semiconductor market in 3rd quarter 2021 was $144.8 billion, according to WSTS, up 7.4% from the prior quarter and up 27.6% from a year ago. The strong year-to-year growth was a slight deceleration from 30.4% in 2nd quarter 2021. The major memory companies reported very healthy 3Q21 revenue increases versus 2Q21 with all of … Read More
KLA- great quarter driven by continued strong foundry/logic
No supply chain hiccups- Riding high in the cycle
Wafer inspection remains driver with rest along for the ride
Financials remain best in industry
A superb quarter
There was little to complain about in the quarter. Revenues of $2.1B and EPS of $4.64, both nicely beating… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet