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
The Invisible Bottleneck Is Costing You Time You Can't Get BackBy Joel Jorgensen, FlowAccel. The 2026 Siemens EDA…Read More
Arm targets the agentic AI era with new edge, cloud and robotics platformsArm is expanding its computing platform for an…Read More
Rethinking AI Chips: How VSORA Redesigned the Hardware That Runs AIInstead of tweaking existing designs, VSORA built an…Read More
UWB Without the Integration Headache: Ceva and LG Bring Precision to More ChipsCeva and LG Electronics have joined forces to…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 and TSMC’s 12-Inch Photomask Initiative: Technical Significance