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Is a Semiconductor Equipment Pause Coming?

Is a Semiconductor Equipment Pause Coming?
by Robert Maire on 08-03-2025 at 10:00 am

John Maire SemiWiki

– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking

Nice quarter but expected
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CEO Interview with Dr. Avi Madisetti of Mixed-Signal Devices

CEO Interview with Dr. Avi Madisetti of Mixed-Signal Devices
by Daniel Nenni on 08-03-2025 at 6:00 am

Avi Madisetti Headshot

Avi Madisetti is the CEO and Founder of Mixed-Signal Devices, a fabless semiconductor company delivering multi-gigahertz timing solutions. A veteran of Broadcom and Rockwell Semiconductor, Avi helped pioneer DSP-based Ethernet and SerDes architectures that have shipped in the billions. He later co-founded Mobius Semiconductor,… Read More


Podcast EP301: Celebrating 20 Years on Innovation with yieldHUB’s John O’Donnell

Podcast EP301: Celebrating 20 Years on Innovation with yieldHUB’s John O’Donnell
by Daniel Nenni on 08-01-2025 at 10:00 am

Dan is joined by John O’Donnell, Founder and CEO of yieldHUB, a pioneering leader in advanced data analytics for the semiconductor industry. Since establishing the company in 2005 he has transformed it from a two-person startup into a trusted multinational partner that empowers some of the world’s leading semiconductor companies… Read More


Architecting Your Next SoC: Join the Live Discussion on Tradeoffs, IP, and Ecosystem Realities

Architecting Your Next SoC: Join the Live Discussion on Tradeoffs, IP, and Ecosystem Realities
by Daniel Nenni on 08-01-2025 at 8:00 am

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Designing a system-on-chip (SoC) has never been more complex—or more critical. With accelerating demands across AI, automotive, and high-performance compute applications, today’s SoC architects face a series of high-stakes tradeoffs from the very beginning. Decisions made during the earliest phases of design—regarding… Read More


CEO Interview with Andrew Skafel of Edgewater Wireless

CEO Interview with Andrew Skafel of Edgewater Wireless
by Daniel Nenni on 08-01-2025 at 6:00 am

Skafel pic

As the demand for high-capacity, low-latency wireless networks explodes across residential, enterprise, and industrial environments, a Canadian innovator is quietly reshaping the way Wi-Fi works—from the silicon up. Edgewater Wireless (TSXV:YFI/OTC:KPIFF), headquartered in Ottawa, is pioneering a transformative… Read More


CAST Webinar About Supercharging Your Systems with Lossless Data Compression IPs

CAST Webinar About Supercharging Your Systems with Lossless Data Compression IPs
by Mike Gianfagna on 07-31-2025 at 10:00 am

CAST Webinar About Supercharging Your Systems with Lossless Data Compression IPs

Much of advanced technology is data-driven. From the cloud and AI accelerators to automotive processing and edge computing, data storage and transmission efficiency are of critical importance. It turns out that lossless data compression is a key ingredient to deliver these requirements.

While there are both software and hardware… Read More


cHBM for AI: Capabilities, Challenges, and Opportunities

cHBM for AI: Capabilities, Challenges, and Opportunities
by Kalar Rajendiran on 07-31-2025 at 6:00 am

cHBM Panelists at Synopsys Executive Forum

AI’s exponential growth is transforming semiconductor design—and memory is now as critical as compute. Multi-die architecture has emerged as the new frontier, and custom High Bandwidth Memory (cHBM) is fast becoming a cornerstone in this evolution. In a panel session at the Synopsys Executive Forum, leaders from AWS, Marvell,… Read More


Podcast EP300: Next Generation Metalization Innovations with Lam’s Kaihan Ashtiani

Podcast EP300: Next Generation Metalization Innovations with Lam’s Kaihan Ashtiani
by Daniel Nenni on 07-30-2025 at 10:00 am

Dan is joined by Kaihan Ashtiani, Corporate Vice President and General Manager of atomic layer deposition and chemical vapor deposition metals in Lam’s Deposition Business Unit. Kaihan has more than 30 years of experience in technical and management roles, working on a variety of semiconductor tools and processes.

Dan explores… Read More


Prompt Engineering for Security. Innovation in Verification

Prompt Engineering for Security. Innovation in Verification
by Bernard Murphy on 07-30-2025 at 6:00 am

Innovation New

We have a shortage of reference designs to test detection of security vulnerabilities. An LLM-based method demonstrates how to fix that problem with structured prompt engineering. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer at Stanford,… Read More


Calibre Vision AI at #62DAC

Calibre Vision AI at #62DAC
by Daniel Payne on 07-29-2025 at 10:00 am

calibre vision ai min

Calibre is a well-known EDA tool from Siemens that is used for physical verification, but I didn’t really know how AI technology was being used, so I attended a Tuesday session at #62DAC to get up to speed. Priyank Jain, Calibre Product Management presented slides and finished up with a Q&A session.

In the semiconductor world… Read More