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Good end to a weak fiscal year- and end to down cycle
As expected and well telegraphed by TSMC, LRCX, ASML & KLAC, AMAT put up a good quarter and guide as the last to report that the industry has turned the corner on the down cycle. While not a rip roaring recovery, its better to return to growth than continue a downward trend.
Results… Read More
There were many interesting presentations at ARM TechCon this year besides the keynote addresses by Arm, which were truly stunning for content and production value. One very interesting presentation was the talk given in the afternoon of Wednesday, October 9, 2019, titled, Synopsys Fusion Compiler for Next Generation Arm Hercules… Read More
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We’re confirming seats in São Paulo, Porto Alegre, Montevideo, Buenos Aires and Bucaramanga for the South American leg of our worldwide 2019 SiFive Tech Symposiums and Workshops. These five events will be focused heavily on academia, which is a key focus for SiFive. In fact, we are co-hosting these events with many of the most prestigious… Read More
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Advanced packaging technology is enabling “More Than Moore” scaling of heterogeneous technology die. At the recent EDPS Symposium in Milpitas, Craig Hillman, Director of Product Development, DfR Solutions, at ANSYS gave a compelling presentation, “Reliability Challenges in Advanced Packaging”. The key takeaway messages… Read More
At TechCon I had a 1×1 with Steve Roddy, VP of product marketing in the Machine Learning (ML) Group at Arm. I wanted to learn more about their ML direction since I previously felt that, amid a sea of special ML architectures from everyone else, they were somewhat fudging their position in this space. What I heard earlier was that… Read More
We covered the ASIC business in Chapter 2 of our book “Fabless: The Transformation of the Semiconductor Industry” using VLSI Technology and eSilicon as shining examples. Neither of which now exist. The ASIC business model was a critical steppingstone in the transformation of the semiconductor industry. Many systems companies… Read More
Minimizing ASIC production costs is the goal of every company. The problem is that this requires extensive knowledge. You must understand the technical intricacies and the financial implications of multiple activities like wafer production, packaging and QA activities such as electrical tests.
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Intel’s Pearl Harbor Moment