Intel to Compete with Broadcom and Marvell in the Lucrative ASIC BusinessThe second chapter of our book “Fabless: The…Read More
Why IP Quality and Governance Are Essential in Modern Chip DesignBy Kamal Khan In today’s semiconductor industry, success…Read More
U.S. Electronics Production GrowingU.S. electronics production has been on an accelerating…Read More
Inference Acceleration from the Ground UpVSORA, a pioneering high-tech company, has engineered a…Read More
In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More
A recent EETimes article about memory IP vendors reminded me to follow up on my blogs about IP companies, which I believe are the best investments in semiconductor design today. It is a fluff piece, Mark LaPedus briefly mentions ARM, Synopsys, Virage Logic, and Denali, but his analysis is right on the mark. There is definitely money… Read More
Years ago I bought my ancestral home, the house where my beloved grandparents lived, the place in which I grew up. It was more an emotional investment than a financial one, much more. After completely renovating it with my keyboard hardened hands, reliving much of my childhood, I joined the ranks of the slum lords and rented the house… Read More
For those of you who follow the market and play EDA stocks this will be a shocker! Jim Cramer, former Hedge Fund Manager, co-founder of TheStreet.com, and host of the CNBC’s Mad Money did a piece last week on Cadence. Apparently he did NOT read my piece on EDA being DEAD:
Cramer’s Wednesday “Tech Spec” pickswas Cadence Design Systems… Read More
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Intel to Compete with Broadcom and Marvell in the Lucrative ASIC Business