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– If chips are “as good as it gets” so are the stock prices
– Are we at a near term ceiling that stocks have bounced off of?
– If growth slows do valuations also slow?
– Are we in a holding pattern waiting for a down cycle?
Second order derivative investing
As we have said many times in the past, investors… Read More
The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.
First, let’s look at a bit of semiconductor… Read More
Verification is a complex task that takes the majority of time and effort in chip design. Veriest shares customer views on what this means. We are an ASIC services company, and we have the opportunity to work on multiple projects and methodologies, interfacing with different experts.
In this “Verification Talks”… Read More
The shortage of semiconductors for automotive applications is getting worse. Recent statements from major automakers:
Anyone can create a testbench[TB] and verify the design, but it can’t be simply reused as a verification IP [VIP]. So I would like to address in this article: What is VIP? How can we build a high-quality VIP? How can we verify the VIP? What else can we do to make the VIP unique and commercially more valuable?
Most of the module/IP level … Read More
The subject of this webinar is focused on the new COM-HPC standard from PICMG, a nonprofit consortium of companies and organizations that collaboratively develop open standards for high performance telecommunications, military, industrial, and general-purpose embedded computing applications. A computer-on-module … Read More
Building a custom chip for edge computing applications can be quite daunting. For starters, there is very little power available at the edge, so energy efficiency will be top of mind. The whole point of edge processing is to off-load the time-consuming and costly process of sending data to the cloud, so substantial processing capability… Read More
Bluetooth Low Energy (BLE) beacon is mostly a small battery powered radio transmitter that sends Bluetooth advertising packets containing information like URL (Universal Resource Locator), UUID (Universal Unique Identifier), battery voltage, temperature, transmit power at regular intervals to the mobile or fixed devices.… Read More
-Intel’s access to high-NA EUV tools may be their elixir of life
-TSMC’s EUV adoption helped it vault faltering Intel & Samsung
-Maybe ASML should invest in Intel like Intel invested in ASML
-Shoe is on the other foot- But cooperation helps chip industry
Intel is dependent upon ASML for its entire future
If Intel… Read More
Dan and Mike are joined by Michael Johnson (MJ), CTO at NetApp. MJ provides “behind the scene” insights into NetApp technology and how it has quietly revolutionized information storage and management for chip design. The key enabling technologies along with specific use cases are discussed. MJ also discusses moving… Read More
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Quantum Computing Technologies and Challenges