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
When a Platform Provider Becomes a Competitor: Why Arm’s Silicon Strategy Changes the IncentivesMarc Evans, Director of Business Development & Marketing,…Read More
yieldHUB Expands Its Impact with New Technology and a New WebsiteyieldHUB is a unique company that focuses on…Read More
Architecting Intelligence: The Rise of RISC-V CPUs in Agentic AI InfrastructureSiFive’s newly announced $400 million Series G financing…Read More
Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed SeaIntel, Musk, and the Tweet That Launched a…Read MoreSemiconductor IP Companies Still in Play
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
EDA is DEAD
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
Jim Cramer’s CNBC Mad Money on Cadence!
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



Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea