TSMC’s AI Design Kit: Bringing Agentic AI Into Chip DesignTSMC is introducing an AI Design Kit, or…Read More
OpenAI and Synopsys Announce GPT-Synopsys: Why AI-Powered Chip Design MattersWow, OpenAI and Synopsys just announced a multiyear…Read More
Why the energy sector must plan for post-quantum cyber security nowIn a September 2026 World Economic Forum article,…Read More
TSMC OIP Ecosystem Forum 2026: Broadcom’s View of ASICs and EcosystemsI spent a significant part of my career…Read More
The Pivotal Moments That Gave Rise to Silicon ValleyThe little-known decisions and breakthroughs—and the remarkable role…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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Intel Foundry: AI performance now depends on the whole system