- Investors finally realize the upcycle isn’t as strong as stocks indicated
- Industry Bifurcation between AI & rest of industry continues
- China spending risk/overhang finally kicks in
- AI is super strong, majority of chips remain weak- Invest accordingly
Mobile LLMs Aren’t Just About Technology. Realistic Use Cases Matter
Arm has been making noise about running large language models (LLMs) on mobile platforms. At first glance that sounds wildly impractical, other than Arm acting as an intermediary between a phone and a cloud-based LLM. However Arm are partnered with Meta to run Llama 3.2 on-device or in the cloud, apparently seamlessly. Running… Read More
Electron Beam Probing (EBP): The New Sheriff in Town for Security Analyzing of Sub- 7nm ICs with Backside PDN
The outsourcing fabrication of ICs makes them vulnerable to hardware security threats. Security threats such as reverse engineering, insertion of hardware Trojan, and backside contact-less probing to steal cryptographic information can cause financial loss to IP owners and security risk to the system in which these ICs are… Read More
Navigating Resistance Extraction for the Unconventional Shapes of Modern IC Designs
The semiconductor industry is experiencing rapid evolution, driven by the proliferation of IoT applications, image sensors, photonics, MEMS applications, 3DIC and other emerging technologies. This growth has dramatically increased the complexity of integrated circuit (IC) design. One aspect of this complexity is the … Read More
Alchip Technologies Sets Another Record
The ASIC business has always been a key enabler of the semiconductor industry but it is a difficult business. In my 40 years I have seen many ASIC companies come and go but I have never seen one like Alchip.
Alchip Technologies Ltd. was founded more than 20 years ago, about half way through my career. I know one of the founders, a fiercely… Read More
Hearing Aids are Embracing Tech, and Cool
You could be forgiven for thinking of hearing aids as the low end of tech, targeted to a relatively small and elderly audience. Commercials seem unaware of advances in mobile consumer audio, and white-haired actors reinforce the intended audience. On the other hand, the World Health Organization has determined that at least 6%… Read More
Podcast EP253: Democratization of AI with Christopher Vick of Lemurian Labs
Dan is joined by Christopher Vick, the Vice President of Engineering at Lemurian Labs, bringing over three decades of experience from top tech companies such as Qualcomm, Oracle, and Sun Microsystems. Throughout his distinguished career, Christopher has played a key role in developing technologies used by billions.
Notably,… Read More
CEO Interview: Tobias Ludwig of LUBIS EDA
Tobias began his journey with a strong academic foundation in electronic design automation, studying at a leading university in Germany that specialized in formal verification. After graduating, Tobias gained hands-on experience in the semiconductor industry, where he quickly recognized the challenges and inefficiencies… Read More
How AI is Redefining Data Center Infrastructure: Key Innovations for the Future
Artificial intelligence (AI) is driving a transformation in data center infrastructure, necessitating cutting-edge technologies to meet the growing demands of AI workloads. As AI systems scale up and out, next-gen compute servers, switches, optical-electrical links, and flexible, redundant networking solutions are … Read More
Webinar: When Failure in Silicon Is Not an Option
If the thought of a silicon respin keeps you awake at night, you’re not alone. Re-fabricating a chip can cost tens of millions of dollars. An unplanned respin also risks a delay in getting a product to market, which adds tremendous costs in terms of lost business.
Undoubtedly, adding to your sleep loss is the recent rise in respins.… Read More
CES 2025 and all things Cycling