Banner Electrical Verification The invisible bottleneck in IC design updated 1
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The Impact of AI-enabled EDA Tools on the Semiconductor Industry

The Impact of AI-enabled EDA Tools on the Semiconductor Industry
by Richard Wawrzyniak on 11-22-2020 at 10:00 am

AI Tools Blog 111820

The semiconductor industry today is faced with several substantial issues—the continuing rise in design costs for complex SoCs, the decrease in the incidence of first-time-right designs and the increase in the design cycle time against shrinking market windows and decreasing product life cycles. An additional factor has … Read More


Silicon Catalyst Hosts Semiconductor Industry Forum – A View to the Future … it’s about what’s next®

Silicon Catalyst Hosts Semiconductor Industry Forum – A View to the Future … it’s about what’s next®
by Mike Gianfagna on 11-20-2020 at 10:00 am

A View to the Future ... its about whats next

Silicon Catalyst has been hosting semiconductor forums since 2018. At these events, a group of industry leaders gathers to discuss trends in the semiconductor industry and what the future may hold as a result. I recently had an opportunity to speak with Pete Rodriguez, CEO at Silicon Catalyst. Pete explained that these forums … Read More


Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect

Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect
by Mike Gianfagna on 11-19-2020 at 10:00 am

Achieving 112Gbps PAM4 Channels with Achronix FPGAs and Samtec Interconnect

They say that getting there is half the fun. On December 1, Achronix and Samtec will present a webinar on this topic in the context of high-performance front panel to midplane and midplane to backplane channel design. Technology, materials and system design will all be discussed with a focus on achieving 112Gbps PAM4 channels with… Read More


2021 will be the year of DRAM!

2021 will be the year of DRAM!
by Robert Maire on 11-15-2020 at 6:00 am

Robert Maire Bloomberg

2020 has been a NAND growth year-2021 will be the year of DRAM. While foundry logic has gotten all the credit in 2020 the reality is that NAND has been up 2X in 2020 for semiconductor equipment provider Applied Materials (AMAT). It is expected that NAND will be flat in 2021 while DRAM will take over the growth slot with foundry/logic … Read More


Agile and DevOps for Hardware. Keynotes at DVCon Europe

Agile and DevOps for Hardware. Keynotes at DVCon Europe
by Bernard Murphy on 11-12-2020 at 6:00 am

Agile and DevOps for Hardware

Paul Cunningham (Verification CVP/GM at Cadence) initiated our monthly Innovation in Verification blog to hunt for novel ideas in verification, breaking past the usual steady, necessary but undramatic pace of incremental advances. I attended a couple of sessions from DVCon Europe recently, and was encouraged to hear a couple… Read More


WEBINAR: Differentiated Edge AI with OpenFive and CEVA

WEBINAR: Differentiated Edge AI with OpenFive and CEVA
by Bernard Murphy on 11-10-2020 at 6:00 am

Enablin AI Vision at the edge min

OpenFive is hosting a webinar with CEVA on November 12th to talk about how OpenFive’s vision platform, leveraging CEVA vision and AI solutions. Which can get you to a differentiated solution for your product with as much or as little silicon participation on your part as you want. I talked briefly to Jeff VanWashenova (CEVA Sr. Dir… Read More


Post Election Fallout-Let the Chips Fall / Rise Where They May

Post Election Fallout-Let the Chips Fall / Rise Where They May
by Robert Maire on 11-09-2020 at 10:00 am

US China Trade War
  • Changing US administration likely positive for chips & tech
  • Stepping back from the brink of a potential ugly trade war
  • Likely increased Covid/tech spend- War with Big Tech is over
  • Tech & Chips had a lot riding on the elections outcome

As compared to previous presidential elections, this one likely has much more impact on… Read More


Leading Edge Foundry Wafer Prices

Leading Edge Foundry Wafer Prices
by Scotten Jones on 11-06-2020 at 6:00 am

Slide1

I have seen several articles recently discussing foundry wafer selling prices for leading edge wafers, these articles all quote estimates from a paper by the Center for Security and Emerging Technology (CSET). The paper is available here.

My company IC Knowledge LLC is the world leader in cost and price modeling of semiconductors… Read More


Downplaying SMIC – Uplaying TSMC

Downplaying SMIC – Uplaying TSMC
by Robert Maire on 11-01-2020 at 6:00 am

SMIC China TSMC
  • KLAC sports solid QTR & Guide- Foundry & Logic drivers
  • Management remains dismissive of SMIC embargo
  • Execution & financials are solid but macro headwinds remain
  • Nice September Quarter

KLA reported revenue of $1.54B and Non GAAP EPS of $3.03 versus street expectations of $1.49B and EPS of $2.77. Guidance is for revenues… Read More


China Mobile and Computer Update 2020

China Mobile and Computer Update 2020
by Bill Jewell on 10-27-2020 at 10:00 am

China Mobile Phone Update 2020

Data on China production of mobile phones from the National Bureau of Statistics of China indicates a double-digit decline in the year 2020. In 1Q 2020, the early stages of the COVID-19 pandemic, China mobile phone production declined 50% from 4Q 2019 and dropped 33% from a year earlier. Many factories were temporarily closed in… Read More