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
PQShield unveils ultra-small PQC embedded security breakthroughs at Embedded World 2026As the threat of quantum computing to modern…Read More
Closing the Silicon Realization Gap: From Static DFM to Governance for Lifecycle (GFL)The semiconductor industry has achieved extraordinary mastery in…Read More
imec IC-Link and TSMC 3DFabric Alliance Expansion Signals New Era of System-Level Scalingimec announced that IC-Link by imec has joined…Read More
From the Selfie to Samantha: The Next Trillion-Dollar BehaviorAt CES 2026, Samsung called it a “companion.”…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


ASML High-NA EUV is Not Ready for High-Volume Production