The Chiplet Summit recently concluded. Multi-die heterogeneous design is a hot topic these days and chiplets are a key enabler for this trend. The conference was noticeably larger this year. There were many presentations and exhibits that focused on areas such as how to design chiplets, what standards are important, how to integrate… Read More
Intel Foundry: How They Got Here and Scenarios for Improvement
How do you get a shortage while not growing???
Intel Announced earnings in January. Then David Zinsner presented updates on business this week. David is open when talking and always shares 2-3 things he probably should not share. Often he shares things some of us know, but we cannot present because it is not public. Then he makes it… Read More
Operationalizing Secure Semiconductor Collaboration: Safely, Globally, and at Scale
Semiconductor manufacturing is among the most complex industrial activities in existence. As device geometries shrink and systems become more interconnected, software has become as critical as process technology itself. Modern fabs depend on extensive automation, real-time analytics, and deep integration between tools,… Read More
Things From Intel 10K That Make You Go …. Hmmmm
☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934
For the fiscal year ended December 27, 2025.
1) Intel is constrained on manufacturing. Not by TSMC. But by IFS and mainly by Intel 7, a node from 2021. Normally constraints are good, it means you are running efficiently with lots of … Read More
Podcast EP333: A Look at the Broad, Worldwide Impact SEMI Has on the Semiconductor Industry with Ajit Manocha
Daniel is joined by Ajit Manocha, president and CEO of SEMI, the global industry association serving the semiconductor and electronics manufacturing and design supply chain. Throughout his career, Manocha has been a champion of industry collaboration as a critical means of advancing technology for societal and economic prosperity.… Read More
AI Drives Strong Semiconductor Market in 2025-2026
The global semiconductor market in 2025 was $792 billion, according to WSTS. 2025 was up 25.6% from 2024, the strongest growth since 26.2% in the COVID recovery year 2021. The increase was driven by AI, with Nvidia revenues up 65%. The major memory companies (Samsung, SK Hynix, Micron Technology, Kioxia and Sandisk) all cited AI… Read More
Akeana Partners with Axiomise for Formal Verification of Its Super-Scalar RISC-V Cores
Agentic EDA Panel Review Suggests Promise and Near-Term Guidance
NetApp recently hosted a webinar on Agentic AI as the future for EDA and implications for infrastructure. Good list of panelists including Mahesh Turaga (VP Cadence Cloud) with an intro preso on infrastructure and agentic AI at Cadence, then our own Dan Nenni (Mr. SemiWiki) moderating, Khaled Heloue (Fellow AMD, CAD CAD/Methodology/AI),… Read More
The Name Changes but the Vision Remains the Same – ESD Alliance Through the Years
The Electronic System Design Alliance (ESDA) has been at the center of the EDA industry through its many changes over the years. It occurred to me that an update on this organization would be useful. ESDA is a technology community within SEMI and is managed primarily by a team of three who coordinate all its activities along with a … Read More
Samtec Ushers in a New Era of High-Speed Connectivity at DesignCon 2026
As I’ve discussed before, Samtec has a way of dominating every trade show the company participates in. The upcoming DesignCon event is no exception. At the show, Samtec will be discussing data rates up to 448 Gbps and signals up to 130 GHz. Beyond a rich set of demonstrations in the company’s booth, Samtec engineers will be participating… Read More


TSMC CoPoS Versus Intel EMIB Semiconductor Packaging