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As we have been warning for months the China trade issue continues to grow and accelerate. As we are approaching the June 30th cliff (when export sanctions will be announced) it seems as if the administration has given the industry a kick so we fly even further. The US will also restrict Chinese investment in US tech companies. The … Read More
At the Imec technology forum in Belgium, Dan Mocuta and Juliana Radu presented “Evolution and Disruption: A Perspective on Logic Scaling and Beyond”, I also had a chance to sit down with Dan and discuss the presentation.
Device scaling
Scaling of devices will only get you so far, you need to look at new devices and new… Read More
We all know IP is critical for advanced ASIC design. Well-designed and carefully tested IP blocks and subsystems are the lifeblood of any advanced chip project. Those IP suppliers who can measure up to the need, especially at advanced process nodes, will do well, absolutely.
It is interesting to note that eSilicon now has a very … Read More
It appears the current cycle has rolled over? The reason is memory & could be worsened by trade Figuring out length, depth and impact of the downturn? We had said that AMAT “called” the top of the cycle on their last conference call even though they may not think so. Semiconductor cycles always ends the same way. The… Read More
If you read around topics in advanced formal verification you’re likely to run into something called Wolper coloring, or what Vigyan Singhal (Chief Oski at Oski) calls the Wolper method. Many domains have specialized techniques but what’s surprising in this instance is a seeming absence of helpful on-line explanations (though… Read More
The TSMC OIP DAC Theater schedule is finalized and ready to go. It kicks off Monday at 10:15 am in booth #1629 and ends with a raffle at 5:45 pm each day (Mon-Tue-Wed) TSMC gives out some very nice prizes so check in with the TSMC booth staff when you arrive. There are 66 coveted presentation spots representing the top ecosystem partners… Read More
Design IP is going well, with 12% YoY growth in 2017, even if the market is about $3.5B. But Design IP is serving a $400B semiconductor market. Can you imagine the future of the semi market if the chip makers couldn’t have access to Design IP? The same is true for EDA: it’s a niche market (CAE revenues was about $3B and IC Physical Design… Read More
Forecasts for 2018 semiconductor market growth have been revised upward from earlier in the year. In January to February 2018, projections ranged from 5.9% from Mike Cowan to our 12% at Semiconductor Intelligence. Forecasts released in March to June range from Gartner’s 11.8% to our 16%. The latest forecasts average an increase… Read More
Maybe OMEC is the new OPEC? A bargaining chip in June trade show down?
China has started an apparent investigation into pricing of DRAM memory with Samsung, Micron and SK Hynix as targets. We find this somewhat coincidental given the current trade issues. Memory pricing has been unusually strong for a very long time. Much longer … Read More
The progression from CPU to GPU, FPGA and then ASIC affords an increase in throughput and performance, but comes at the price of decreasing flexibility and generality. Like most new areas of endeavor in computing, artificial intelligence (AI) began with implementations based on CPU’s and software. And, as have so many other applications,… Read More
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