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Alchip is Paving the Way to Future 3D Design Innovation

Alchip is Paving the Way to Future 3D Design Innovation
by Mike Gianfagna on 11-19-2024 at 6:00 am

Alchip is Paving the Way to Future 3D Design Innovation

At the recent TSMC OIP Ecosystem Forum in Santa Clara, there was an important presentation that laid the groundwork for a great deal of future innovation. Alchip and its IP and EDA partner Synopsys presented Efficient 3D Chiplet Stacking Using TSMC SoIC. The concept of 3D, chiplet-based design certainly isn’t new. SemiWiki maintains… Read More


AMAT has OK Qtr but Mixed Outlook Means Weaker 2025 – China & Delays & CHIPS Act?

AMAT has OK Qtr but Mixed Outlook Means Weaker 2025 – China & Delays & CHIPS Act?
by Robert Maire on 11-17-2024 at 8:00 am

Applied Materials

– AMAT has OK QTR but outlook below expectations as 2025 weakens
– Strength in AI cannot offset weakness in the rest of the market
– Increasing headwinds going into 2025 dampen overall outlook
– Weakness combined with regulatory uncertainty reduce valuations

Quarter and year are just OK but outlook is
Read More

More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay

More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay
by Robert Maire on 11-15-2024 at 8:00 am

CHIPS Act Semiconductor USA

– CHIPS Act more likely to be maimed & cut than outright killed
– Will Legislators reverse flow of equipment to Reshore from Offshore?
– Recent order cuts, Fab Delay & SMIC comments are all negative
– News flow for semi equipment all bad in front of AMAT

CHIPS Act Chops likely to occur under new administration
Read More

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit
by Mike Gianfagna on 11-14-2024 at 6:00 am

Samtec Paves the Way to Scalable Architectures at the AI Hardware & Edge AI Summit

AI is exploding everywhere. We’ve all seen the evidence. The same thing is happening with AI conferences. The conference I will discuss here began in 2018 as the AI Hardware Summit. The initial venue was the Computer History Museum in Mountain View, CA. Like most things AI, this conference has grown substantially in a relatively… Read More


The Convergence of Functional with Safety, Security and PPA Verification

The Convergence of Functional with Safety, Security and PPA Verification
by Nicky Khodadad on 11-05-2024 at 10:00 am

Future is Formal v7

Formal For All!

“Do I need a PhD to use formal verification?”
“Can formal methods really scale?”
“Is it too difficult to write formal properties that actually prove something?”
“If I can’t get a proof, should I just hope for the best?”
“Do formal methods even offer useful coverage metrics?”

Discouraging words to say the least, but… Read More


Notes from DVCon Europe 2024

Notes from DVCon Europe 2024
by Jakob Engblom on 11-04-2024 at 6:00 am

semiwiki 1 dvcon europe 2024 cookie

The 2024 DVCon (Design and Verification) Europe conference took place on October 15 and 16, in its traditional location at the Holiday Inn Munich City Centre. Artificial intelligence and software were prominent topics, along with the traditional DVCon topics like virtual platforms, RTL verification, and validation.

Keynotes:

Read More

KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash

KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash
by Robert Maire on 11-02-2024 at 8:00 am

KLAC 2024
  • KLA put up an OK Quarter & Guide with modest growth & outlook
  • 2025 remains slow growth as leading edge offset by China slowing
  • China sanctions remain a “great unknown”- impact unclear
  • Reticle biz getting squeezed from both high & low ends
OK quarter with slight beat as always- Guide is OK as well

KLA reported… Read More


Podcast EP257: IC Mask Design’s Unique Layout Training with Ciaran Whyte – Always Ask Why

Podcast EP257: IC Mask Design’s Unique Layout Training with Ciaran Whyte – Always Ask Why
by Daniel Nenni on 11-01-2024 at 8:00 am

Dan is joined by Ciaran Whyte, one of the founding members of IC Mask Design. As Chief Technical Officer he is responsible for all technical activity and the development and administration of all training courses. Cíaran has been training layout engineers for over 25 years and has completed layout training with over 600 engineers… Read More


LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down

LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down
by Robert Maire on 10-27-2024 at 8:00 am

Happy Lamb
  • Lam put in good quarter with flattish guide- still a slow recovery
  • This is better than worst case fears of order drop like ASML
  • China spend is slowing but tech spending increase offsets
  • Relief rally as the market was braced for bad news and got OK news
Lam has OK, slightly better than in line quarter with OK guide….

It coulda been… Read More


AI Semiconductor Market

AI Semiconductor Market
by Bill Jewell on 10-24-2024 at 2:00 pm

AI Semiconductor Market 2024

AI (artificial intelligence) is widely cited as a growth driver for the technology industry, including semiconductors. While AI is in its early stages, opinions vary on whether it will become common in the next few years. A McKinsey study from May 2024 showed 72% of organizations have adopted AI in at least one business function.… Read More