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Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit
by Mike Gianfagna on 11-14-2024 at 6:00 am

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

AI is exploding everywhere. We’ve all seen the evidence. The same thing is happening with AI conferences. The conference I will discuss here began in 2018 as the AI Hardware Summit. The initial venue was the Computer History Museum in Mountain View, CA. Like most things AI, this conference has grown substantially in a relatively… Read More


The Convergence of Functional with Safety, Security and PPA Verification

The Convergence of Functional with Safety, Security and PPA Verification
by Nicky Khodadad on 11-05-2024 at 10:00 am

Future is Formal v7

Formal For All!

“Do I need a PhD to use formal verification?”
“Can formal methods really scale?”
“Is it too difficult to write formal properties that actually prove something?”
“If I can’t get a proof, should I just hope for the best?”
“Do formal methods even offer useful coverage metrics?”

Discouraging words to say the least, but… Read More


Notes from DVCon Europe 2024

Notes from DVCon Europe 2024
by Jakob Engblom on 11-04-2024 at 6:00 am

semiwiki 1 dvcon europe 2024 cookie

The 2024 DVCon (Design and Verification) Europe conference took place on October 15 and 16, in its traditional location at the Holiday Inn Munich City Centre. Artificial intelligence and software were prominent topics, along with the traditional DVCon topics like virtual platforms, RTL verification, and validation.

Keynotes:

Read More

KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash

KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash
by Robert Maire on 11-02-2024 at 8:00 am

KLAC 2024
  • KLA put up an OK Quarter & Guide with modest growth & outlook
  • 2025 remains slow growth as leading edge offset by China slowing
  • China sanctions remain a “great unknown”- impact unclear
  • Reticle biz getting squeezed from both high & low ends
OK quarter with slight beat as always- Guide is OK as well

KLA reported… Read More


Podcast EP257: IC Mask Design’s Unique Layout Training with Ciaran Whyte – Always Ask Why

Podcast EP257: IC Mask Design’s Unique Layout Training with Ciaran Whyte – Always Ask Why
by Daniel Nenni on 11-01-2024 at 8:00 am

Dan is joined by Ciaran Whyte, one of the founding members of IC Mask Design. As Chief Technical Officer he is responsible for all technical activity and the development and administration of all training courses. Cíaran has been training layout engineers for over 25 years and has completed layout training with over 600 engineers… Read More


LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down

LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down
by Robert Maire on 10-27-2024 at 8:00 am

Happy Lamb
  • Lam put in good quarter with flattish guide- still a slow recovery
  • This is better than worst case fears of order drop like ASML
  • China spend is slowing but tech spending increase offsets
  • Relief rally as the market was braced for bad news and got OK news
Lam has OK, slightly better than in line quarter with OK guide….

It coulda been… Read More


AI Semiconductor Market

AI Semiconductor Market
by Bill Jewell on 10-24-2024 at 2:00 pm

AI Semiconductor Market 2024

AI (artificial intelligence) is widely cited as a growth driver for the technology industry, including semiconductors. While AI is in its early stages, opinions vary on whether it will become common in the next few years. A McKinsey study from May 2024 showed 72% of organizations have adopted AI in at least one business function.… Read More


Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers
by Mike Gianfagna on 10-24-2024 at 6:00 am

Sarcina Democratizes 2.5D Package Design with Bump Pitch Transformers

2.5D package design is rapidly finding its stride in a wide variety of applications, including AI. While there are still many challenges to its widespread adoption, the chiplet approach is becoming more popular compared to monolithic design. However, the required market to create a chiplet ecosystem is still under development.… Read More


ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • Investors finally realize the upcycle isn’t as strong as stocks indicated
  • Industry Bifurcation between AI & rest of industry continues
  • China spending risk/overhang finally kicks in
  • AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
Read More

Alchip Technologies Sets Another Record

Alchip Technologies Sets Another Record
by Daniel Nenni on 10-14-2024 at 10:00 am

Alchip Q2 2024

The ASIC business has always been a key enabler of the semiconductor industry but it is a difficult business. In my 40 years I have seen many ASIC companies come and go but I have never seen one like Alchip.

Alchip Technologies Ltd. was founded more than 20 years ago, about half way through my career.  I know one of the founders, a fiercely… Read More