HBM’s Vertical Ascent: Why Packaging Is Becoming the Heart of AI MemorySK hynix’s Hot Chips 2026 presentation explains how…Read More
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Intel 18A-P Pushes RibbonFET and Backside Power Beyond the First GenerationIntel Foundry has a blog on LinkedIn that is…Read More
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DAC 2026: A Discussion of Who Owns the Intelligence Behind Tomorrow’s Chips and How to Make it BetterThe industry is moving from simple documentation chatbots…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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High-NA EUV Moves From Experiment to Manufacturing