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In college I took courses in physics, calculus, chemistry and electronics on my way to earn a BSEE degree, then did an 8 year stint as a circuit designer, working at the transistor level and interacting with fab and test engineers. My next adventure was working at EDA companies in a variety of roles. As a circuit designer I knew that … Read More
We have an urge to categorize companies, and when our limited perspective is of a company that helps with design, we categorize it as an EDA company. That was my view of Magillem, but I have commented before that my view is changing. I’m now more inclined to see them more as the design equivalent of a business intelligence organization… Read More
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Semiconductor capital expenditures (cap ex) in 2017 will increase significantly from 2016. In August, Gartner forecast 2017 cap ex growth of 10.2% and IC Insights projected 20.2% growth. SEMI expects spending on semiconductor fabrication equipment will increase 37%. Cap ex growth is primarily driven by increased capacity… Read More
There hasn’t been this much excitement in Munich since the 1920’s. Nvidia’s great pivot was on display at the GPU Technology Conference Munich 2017. Digital dashboards are out and robotaxis are in as Nvidia narrows its focus on the tip of the automotive industry disruption spear.
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Intel’s Pearl Harbor Moment