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The Semiconductor Business will find a way!

The Semiconductor Business will find a way!
by Claus Aasholm on 09-09-2024 at 6:00 am

Endless Loop of Sanctions rotates while China buys more

Embargoes and other fun stuff in the Semiconductor Tools Market

While this post dives into the semiconductor tool market’s Q2 data, it is also about the senseless embargo game currently in place. The post illustration shows what my notebooks look like as embargoes enforce what they are supposed to suppress and are replaced… Read More


Podcast EP246: How Axoimise Provides the Missing Piece of the Verification Puzzle

Podcast EP246: How Axoimise Provides the Missing Piece of the Verification Puzzle
by Daniel Nenni on 09-06-2024 at 10:00 am

Dan is joined by Adeel Liaquat, a formal verification manager at Axiomise. The company delivers cutting-edge scalable and predictable formal verification solutions shortening the time-to-market, and left-shifting the verification curve.

Dan explores the substantial verification challenges for advanced designs with… Read More


Malcom Penn and the Semiconductor Industry Update Webinar

Malcom Penn and the Semiconductor Industry Update Webinar
by Daniel Nenni on 09-06-2024 at 6:00 am

Future Horizons


If you think my 40 years of semiconductor experience is impressive, Malcolm Penn has been at it for 55 years starting with the first commercial integrated circuit. Malcolm’s company Future Horizons has been providing legendary semiconductor industry forecasts since 1989. I have attended dozens of these both live and … Read More


Accellera and PSS 3.0 at #61DAC

Accellera and PSS 3.0 at #61DAC
by Daniel Payne on 09-03-2024 at 10:00 am

PSS at #61DAC min

Accellera invited me to attend their #61DAC panel discussion about the new Portable Stimulus Standard (PSS) v3.0, and the formal press release was also just announced. The big idea with PSS is to enable seamless reuse of stimulus across simulation, emulation and post-silicon debug and prototyping.

Tom Fitzpatrick from Siemens… Read More


Nvidia Pulled out of the Black Well

Nvidia Pulled out of the Black Well
by Claus Aasholm on 09-03-2024 at 6:00 am

Nvidia Pulled the Quarter out of the Well

Despite a severe setback, Nvidia pulled it off once again

There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.

Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More


Robust Semiconductor Market in 2024

Robust Semiconductor Market in 2024
by Bill Jewell on 08-21-2024 at 1:30 pm

Semiconductor Market Change 2024

The global semiconductor market reached $149.9 billion in the second quarter of 2024, according to WSTS. 2Q 2024 was up 6.5% from 1Q 2024 and up 18.3% from a year ago. WSTS revised 1Q 2024 up by $3 billion, making 1Q 2024 up 17.8% from a year ago instead of the previous 15.3%.

The major semiconductor companies posted generally strong… Read More


The State of The Foundry Market Insights from the Q2-24 Results

The State of The Foundry Market Insights from the Q2-24 Results
by admin on 08-20-2024 at 10:00 am

TSMC Leads but Challengers Follow 2024

If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.

As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More


AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery

AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery
by Robert Maire on 08-19-2024 at 6:00 am

One Trick Pony
  • AMAT reports good but underwhelming quarter
  • China slowing creates revenue & GM headwinds- ICAPs weak
  • AI remains the one and only bright spot in both foundry & memory
  • Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y

AMAT came in at revenues of $6.78B… Read More


A Post-AI-ROI-Panic Overview of the Data Center Processing Market

A Post-AI-ROI-Panic Overview of the Data Center Processing Market
by Claus Aasholm on 08-11-2024 at 8:00 am

Datacenter Supply Chain 2024

With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.

We begin the analysis with the … Read More


Intel’s Death Spiral Took Another Turn

Intel’s Death Spiral Took Another Turn
by Claus Aasholm on 08-04-2024 at 8:00 am

Intel Death Sprial 2024

Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.

So what are the facts?
From a revenue perspective, Intel was inside… Read More