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Dan is joined by Nick Kepler, COO and Director at Silicon Catalyst. Nick has over 30 years of experience in the semiconductor industry, with varied leadership and technology management roles including semiconductor process technology development and manufacturing, design enablement, technical program management, and … Read More
Silicon Catalyst is an organization that supports early-stage semiconductor startups with an ecosystem that provides tools and resources needed to design, create, and market semiconductor solutions. It is the only incubator + accelerator focused on the Global Semiconductor Industry and operates with the motto “It’s about… Read More
As usual I check in on Accellera activities each year at DVCon. Lu Dai (chair) gave an opening talk at the Accellera lunch, with contributions from other speakers on a few topics. In the afternoon I heard an update on PSS 3.0. What follows is a quick summary with my own musings on behavioral coverage.
Notable non-PSS topics
Karsten … Read More
– NIST to lose 100’s of mainly CHIPS Act people
– If no people are left to administer CHIPS Act it dies by default
– Following USAID play book to kill an unwanted program
– Using the “probationary” clause as excuse to fire recent CHIPS hires
Trump will kill CHIPS Act by gutting NIST employees
…
Read More
WSTS reported the global semiconductor market in 4th quarter 2024 was $170.9 billion, up 17% from a year earlier and up 3% from 3rd quarter 2024. The full year 2024 market was $628 billion, up 19.1% from 2023.
We at Semiconductor Intelligence give a virtual award for the most accurate semiconductor market forecast for the year. The… Read More
There were many announcements and significant demonstrations of new technology at the recent DesignCon. The show celebrated its 30th anniversary this year and it has grown quite a bit. As in past years Samtec had a commanding presence at the show. There will be more about that in a moment, but first I want to focus on a substantial … Read More
Dave Hwang joined Alchip in 2021 as General Manager of Alchip’s North America Business Unit. He also serves as Senior Vice President, Business Development. Prior to join Alchip, Dave served as Vice President, Worldwide Sales and Marketing for Global Unichip and in a variety of management and technical roles at TSMC. He holds… Read More
- News reports that Trump will change CHIPS Act to suit his views
- We specifically predicted this months ago as deals closed 11th hour
- Blue states, enemies list & foreign entities likely to get cut
- Big changes/cuts likely to a program Trump roundly criticized
Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,… Read More
- QTR was just “in-line” but guide was below expectations
- We think its not just China export rules but share loss as well
- Leading edge is strong but obviously not enough to offset China
- Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat
Applied reported $7.166B in revenues and Non … Read More
Dan is joined by Dr. Ashish Darbari, CEO of Axiomise. Axiomise was founded in 2017 by Dr. Darbari, who has spent over two decades in the industry and top research labs increasing formal verification adoption. At Axiomise, they believe the only way to make formal methods mainstream for all semiconductor design verification is to… Read More
Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea