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-A repeat of the auto industry bailout of self inflicted issues?
-Not just money but systemic change is needed
-Perhaps chips need an Elon led revolution like autos & space
-Govt $ need focus not thrown into existing spend avalanche.
Are chips a replay of the auto industry bailout a decade ago? Deja Vu all over again.
The… Read More
Prakash Murthy is the co-founder & CEO of Atonarp, a leading molecular diagnostics company HQ in Tokyo Japan. Murthy has two decades of experience in engineering management and entrepreneurial ventures. Murthy also co-founded Inspiration Technologies and C2Silicon Software and served as the CEO of Core Solutions Inc.… Read More
I recently had a discussion with Tom Fitzpatrick of Siemens and Faris Khundakjie of Intel on the latest release of the Portable Test and Stimulus Standard (PSS). Faris chairs the PSS working group and Tom is vice-chair. In what follows I synthesize feedback from both, sometimes I call out interesting individual comments. My first… Read More
I’ve written before about how the automotive industry adheres to functional safety (FS) as defined in the ISO 26262 standard, along with other SemiWiki bloggers. That standard certainly defines the What part of FS, however it doesn’t mandate how you meet the standard, what tools you should be using, file formats … Read More
As process technologies have advanced, the difficulties in performing etch operations have increased. New structures and chemistries have created challenges in monitoring these complex operations. For instance, 3D-NAND structures call for high aspect ratio (HAR) trench etching. Likewise, in addition to involving Al, … Read More
Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021.… Read More
-Strong beat & guide- WFE up in 2021 & 2022-$160B combined
-Taking share in conductor etch & CVD
-Traditional Moore Scaling – No More?
-Foundry Logic leads followed by DRAM with weak NAND
Nice beat & guide & raise
Applied reported revenues of $5.58B with GM of 47.5% resulting in non-GAAP EPS of $1.63. … Read More
Why burst EDA workloads to the cloud
Time to market challenges are nothing new to those of us who have worked in the semiconductor industry. Each process node brings new opportunities s along with increasingly complex design challenges. 7nm, 5nm and 3nm process nodes have introduced scale, growth, and data challenges at a level… Read More
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
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
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Semidynamics Unveils 3nm AI Inference Silicon and Full-Stack Systems