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
Jalapeño Hot Chip, Cool Power Bill: OpenAI Turns Up the Heat on AI InferenceOpenAI’s Jalapeño is a custom accelerator designed specifically…Read More
2026 Ceva Edge Symposium: Building Intelligence Beyond the CloudThe 2026 Ceva Edge Symposium will bring together…Read More
HBM’s Second Act: When Memory Starts ThinkingSamsung’s Hot Chips 2026 presentation, “HBM Base Die:…Read More
NVIDIA Vera: Rebuilding the CPU for Agentic AISource: Jonathon Evans and Polychronis Xekalakis, “NVIDIA Vera…Read MoreEDA 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 and TSMC’s 12-Inch Photomask Initiative: Technical Significance