SiC 800 Jan2025Deadline Static

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • 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
ASML simply states chip industry reality that investors have
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Mobile LLMs Aren’t Just About Technology. Realistic Use Cases Matter

Mobile LLMs Aren’t Just About Technology. Realistic Use Cases Matter
by Bernard Murphy on 10-16-2024 at 6:00 am

chatbot list of suggestions min

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

Electron Beam Probing (EBP): The New Sheriff in Town for Security Analyzing of Sub- 7nm ICs with Backside PDN
by Navid Asadizanjani on 10-15-2024 at 10:00 am

Screenshot

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

Navigating Resistance Extraction for the Unconventional Shapes of Modern IC Designs
by Nada Tarek on 10-15-2024 at 6:00 am

Fig1 MEMS design

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

Alchip Technologies Sets Another Record
by Daniel Nenni on 10-14-2024 at 10:00 am

Alchip Q2 2024

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

Hearing Aids are Embracing Tech, and Cool
by Bernard Murphy on 10-14-2024 at 6:00 am

earbud2a min

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

Podcast EP253: Democratization of AI with Christopher Vick of Lemurian Labs
by Daniel Nenni on 10-11-2024 at 10:00 am

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

CEO Interview: Tobias Ludwig of LUBIS EDA
by Daniel Nenni on 10-11-2024 at 6:00 am

IMG 3442 eh

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

How AI is Redefining Data Center Infrastructure: Key Innovations for the Future
by Kalar Rajendiran on 10-10-2024 at 10:00 am

Connectivity Demands for AI Alphawave Semi

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

Webinar: When Failure in Silicon Is Not an Option
by Daniel Nenni on 10-10-2024 at 6:00 am

background (4)

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