CAST Compression IP Webinar 800x100 (2)
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Enhancing RISC-V Vector Extensions to Accelerate Performance on ML Workloads

Enhancing RISC-V Vector Extensions to Accelerate Performance on ML Workloads
by Kalar Rajendiran on 05-17-2021 at 10:00 am

SuperCharge ML Performance

During the week of April 19th, Linley Group held its Spring Processor Conference 2021. The Linley Group has a reputation for convening excellent conferences. And this year’s spring conference was no exception. There were a number of very informative talks from various companies updating the audience on the latest research and… Read More


Webinar: Challenges in creating large High Performance Compute SoCs in advanced geometries

Webinar: Challenges in creating large High Performance Compute SoCs in advanced geometries
by Daniel Nenni on 05-17-2021 at 6:00 am

Sondrel Webinar 1

When we think about Compute and AI SoCs, we often focus on the huge numbers of calculations being carried out every second, and the ingenious IPs that are able to reach such high levels of performance. However, there also exists a significant challenge in keeping the vast quantities of data flowing around the chip which is solved … Read More


3rd Party Semiconductor Intellectual Property Market Update

3rd Party Semiconductor Intellectual Property Market Update
by Richard Wawrzyniak on 05-12-2021 at 6:00 am

IP Market

The 3rd Party Semiconductor Intellectual Property (IP) market has seen great innovation in the products it offers to System-on-a-Chip (SoC) designers over the last ten years. If any market segment in the semiconductor industry typifies the intense evolutionary pressures that the entire electronics market has undergone, … Read More


Samtec Keynote – Power Integrity is the New Black Magic

Samtec Keynote – Power Integrity is the New Black Magic
by Mike Gianfagna on 05-10-2021 at 6:00 am

Samtec Keynote – Power Integrity is the New Black Magic

The Signal Integrity Journal recently held a half day Electronic Systems SI/PI Forum that included presentations from industry leaders covering key design topics for signal integrity and power integrity engineers. The event was sponsored by Cadence. The keynote for the event was presented by Istvan Novak, principal signal… Read More


Is IBM’s 2nm Announcement Actually a 2nm Node?

Is IBM’s 2nm Announcement Actually a 2nm Node?
by Scotten Jones on 05-09-2021 at 6:00 am

Slide1

IBM has announced the development of a 2nm process.

IBM Announcement

What was announced:

  • “2nm”
  • 50 billion transistors in a “thumbnail” sized area later disclosed to be 150mm2 = 333 million transistors per millimeter (MTx/mm2).
  • 44nm Contacted Poly Pitch (CPP) with 12nm gate length.
  • Gate All Around (GAA), there are several ways
Read More

You know you have a problem when 60 Minutes covers it!

You know you have a problem when 60 Minutes covers it!
by Robert Maire on 05-03-2021 at 2:00 pm

60 Minutes Chip Shortage

-Chip shortage on 60 Minutes- Average Joe now aware of chip issue
-Intel sprinkling fairy dust (money) on New Mexico & Israel
-Give up on buy backs and dividends
-Could Uncle Sam give a handout to Intel?

You normally don’t want to answer the door if 60 Minutes TV crew is outside as it likely doesn’t mean good things.… Read More


KLAC- Great QTR & Guide- Foundry/logic focus driver- Confirms $75B capex in 2021

KLAC- Great QTR & Guide- Foundry/logic focus driver- Confirms $75B capex in 2021
by Robert Maire on 05-02-2021 at 10:00 am

KLAC Foundry Logic

– KLA put up an excellent quarter and Guide
– Rising above the increasing tide of orders
– Confirms $75B capex in 2021 with upside
– Foundry & Logic continue to be the sweet spot for KLA

Business is very very good and getting better

-Revenues came in at $1.8B with EPS of $3.85, all above the range
-Guidance… Read More


Ireland – A Model for the US on Technology

Ireland – A Model for the US on Technology
by Scotten Jones on 05-02-2021 at 6:00 am

Slide1 2

After I published a recent article about Intel, I was contacted by the Irish Development Agency (IDA) where Intel has a large fab presence and asked if I would like to interview them about the Intel site. The interview with Turlough McCormack of the IDA, started with Intel’s presence in Ireland but then went on to paint an interesting… Read More


Lam Research performing like a Lion – Chip equip on steroids

Lam Research performing like a Lion – Chip equip on steroids
by Robert Maire on 04-29-2021 at 10:00 am

NASDAQ LRCX LAM

– Business is about as good as it gets- $75B WFE in 2021?
– China remains strong at 32% despite SMIC lack of license
– NAND remains 48% of revs versus 31% foundry
– DRAM steady @ 14% – Service was record $1.3B

Strong results in a strong market

Lam reported revenues of $3.85B and EPS of $7.49 for the March… Read More


ASML early signs of an order Tsunami – Managing the ramp

ASML early signs of an order Tsunami – Managing the ramp
by Robert Maire on 04-27-2021 at 10:00 am

ASML Stock Price 2021

Taiwan and Korea represented 43% and 44% respectively with China at 15% and Japan and the US in the far distance.

ASML a tidal wave of orders

On the call management talked about logic potentially being up 30% in 2021 and memory being up potentially 50%. While we thing foundry/logic will clearly be on fir we think memory will lag a bit.… Read More