From Point Solutions to Agentic AI Ecosystems: Semiconductor Process Control Depends on Its PastAgentic AI is often presented as a revolutionary…Read More
Panel Discission: Beyond Moore's Law and the Future of Semiconductor ManufacturingThe semiconductor industry is entering a post-Moore’s Law…Read More
CEO Interview with Dave Kelf, CEO of Breker Verification SystemsIn the functional verification space, Breker Verification Systems stands…Read More
RISC-V: From Niche Architecture to Strategic FoundationAt the recent RISC-V Now by Andes conference,…Read More
Bringing mathematical rigour in the world of hardware - a journey into Formal VerificationThis interview presents the first steps of Robert…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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The Semiconductor Growth Numbers are Insane but the Real World Doesn’t Tally!