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LAM Not Yet at Bottom Memory Worsening Down 50%

LAM Not Yet at Bottom Memory Worsening Down 50%
by Robert Maire on 04-24-2023 at 10:00 am

LAM RESEARCH Vantex external chamber lrg 300x300

-Lam reported in line results on reduced expectations
-Guidance disappoints as memory decline continues
-Memory capex down 50% but still sees “further declines”
-Lam ties future to EUV maybe not good idea after ASML report

Lam comes in above grossly already reduced expectations
and misses on guidance

We always … Read More


Synopsys Accelerates First-Pass Silicon Success for Banias Labs’ Networking SoC

Synopsys Accelerates First-Pass Silicon Success for Banias Labs’ Networking SoC
by Kalar Rajendiran on 04-24-2023 at 8:00 am

Image to Depict Optical SoC

Banias Labs is a semiconductor company that develops infrastructure solutions for next-generation communications. Its target market is the high-performance computing infrastructure market including hyperscale data center, networking, AI, optical module, and Ethernet switch SoCs for emerging high-performance computing… Read More


More Software-Based Testing, Less Errata

More Software-Based Testing, Less Errata
by Bernard Murphy on 04-24-2023 at 6:00 am

Palladium Protium

In verification there is an ever-popular question, “When can we stop verifying?” The intent behind the question is “when will we have found all the important bugs?” but the reality is that you stop verifying when you run out of time. Any unresolved bugs appear in errata lists delivered with the product (some running to 100 or more … Read More


Podcast EP156: A Chat With Shankar Krishnamoorthy About Strategy and Outlook for EDA Development at SNUG

Podcast EP156: A Chat With Shankar Krishnamoorthy About Strategy and Outlook for EDA Development at SNUG
by Daniel Nenni on 04-21-2023 at 10:00 am

This is another special edition of our podcast series. SemiWiki staff writer Kalar Rajendiran spoke with Shankar Krishnamoorthy, General Manager, Electronic Design Automation Group for Synopsys at the recent SNUG meeting,

Shankar discusses how Synopsys is focusing on hyperconvergence and implementation of AI across the… Read More


ASML Wavering- Supports our Concern of Second Leg Down for Semis- False Bottom

ASML Wavering- Supports our Concern of Second Leg Down for Semis- False Bottom
by Robert Maire on 04-21-2023 at 8:00 am

Semiconductor False Bottom

-ASML weakness is evidence of deeper chip down cycle
-When ASML sneezes other chip equip makers catch a cold
-Will backlog last long enough? Will EUV demand hold up?
-“Unthinkable” event, litho cancelations, could shock industry

ASML has in line quarter but alarm bells ring on wavering outlook

ASML reported Euro6.7B… Read More


Design IP Sales Grew 20.2% in 2022 after 19.4% in 2021 and 16.7% in 2020!

Design IP Sales Grew 20.2% in 2022 after 19.4% in 2021 and 16.7% in 2020!
by Eric Esteve on 04-21-2023 at 6:00 am

Top5 Royalty 2022 BIG updated

Design IP revenues had achieved $6.67B in 2022, after $5.56B in 2021, or 20.2% growth after 19.4% in 2021 and 16.7% in 2020. IPnest has released the “Design IP Report” in April 2023, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless… Read More


S2C Helps Client to Achieve High-Performance Secure GPU Chip Verification

S2C Helps Client to Achieve High-Performance Secure GPU Chip Verification
by Daniel Nenni on 04-20-2023 at 6:00 am

S2C Prototyping 2023

S2C, a leading provider of FPGA-based prototyping solutions, has helped a client achieve high-performance secure GPU chip verification. With the help of S2C’s Prodigy prototyping solution, the client was able to start software development and hardware-software co-design early, leading to accelerated time-to-market… Read More


What’s New with Cadence Virtuoso?

What’s New with Cadence Virtuoso?
by Daniel Payne on 04-19-2023 at 10:00 am

Virtuoso Place and Route min

It was back in 1991 that Cadence first announced the Virtuoso product name, and here we are 32 years later and the product is alive and doing quite well. Steven Lewis from Cadence gave me an update on something new that they call Virtuoso Studio, and it’s all about custom IC design for the real world. In those 32 years we’ve… Read More


Electronics Production in Decline

Electronics Production in Decline
by Bill Jewell on 04-19-2023 at 6:00 am

Unit Change Electronics 2023

Shipments of PCs and smartphones were weak in 2022 and continue to decline in 2023. For the first quarter of 2023, IDC estimated PC shipments dropped 29% from a year earlier. This follows a 28% year-to-year decline in 4Q 2022. For the year 2022, PC shipments declined 16% from 2021, the largest year-to-year decline in the history of… Read More


Mitigating the Effects of DFE Error Propagation on High-Speed SerDes Links

Mitigating the Effects of DFE Error Propagation on High-Speed SerDes Links
by Kalar Rajendiran on 04-18-2023 at 10:00 am

Pre and Post FEC BER as FEC Matrix size Reduces

As digital transmission speeds increase, designers use various techniques to improve the signal-to-noise ratio at the receiver output. One such technique is the Decision Feedback Equalizer (DFE) scheme, commonly used in high-speed Serializer-Deserializer (SerDes) circuits to mitigate the effects of channel noise and … Read More