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Where there’s Smoke there’s Fire: UCTT ICHR LRCX AMAT KLAC Memory

Where there’s Smoke there’s Fire: UCTT ICHR LRCX AMAT KLAC Memory
by Robert Maire on 01-16-2023 at 10:00 am

Stock Market on Fire

-UCTT & ICHR both pre announce ugly QTR & blame memory
-LRCX is the memory “poster child” & most impacted
-This is on top of China & Economic issues & memory specific
-Clearing out inventory is a sign of expected slow recovery

UCTT & ICHR pre-announce ugly quarters

Both UCTT & ICHR that … Read More


Who will Win in the Chiplet War?

Who will Win in the Chiplet War?
by Daniel Nenni on 01-16-2023 at 6:00 am

Chiplet APEC

The first Chiplet specific conference is coming up which is a milestone in itself. As we know the only thing new about chiplets is the name but when there is a dedicated conference to such a specific thing you know it has officially “arrived”. There is even a cool new tagline: Chiplets make huge chips happen!

“The First Annual Chiplet… Read More


Podcast EP137: The International Impact of Accellera’s Work

Podcast EP137: The International Impact of Accellera’s Work
by Daniel Nenni on 01-13-2023 at 10:00 am

Dan is joined by Lu Dai who is currently a Senior Director of Technical Standards at Qualcomm. Previously he was Senior Director of Engineering, leading Qualcomm’s SoC design verification team and front-end methodologies and initiatives. Lu is Chair of Accellera Systems Initiative and serves on the Board of Directors at RISC-V… Read More


CEO Interview: Matt Genovese of Planorama Design

CEO Interview: Matt Genovese of Planorama Design
by Daniel Nenni on 01-13-2023 at 6:00 am

Matt Genovese

Matt Genovese is the founder and CEO of Planorama Design, bringing over 25 years of career experience in high-tech, spanning semiconductors, hardware, IoT, IT, and software product development.  He has a strong track record of planning, launching, and shipping products that work.  Matt’s company, Planorama Design, is a softwareRead More


To EV or NOT to EV?

To EV or NOT to EV?
by Roger C. Lanctot on 01-12-2023 at 10:00 am

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It’s anybody’s guess when it comes to future demand for EVs. KPMG is the latest to put a perspective out on the subject – drastically slashing timelines for EV adoption based on a survey of senior industry executives. KPMG says the surveyed executives reported a median expectation for EV adoption by 2030 to 35% of sales from 65% … Read More


Podcast EP136: Semiconductor Industry Update with Malcolm Penn

Podcast EP136: Semiconductor Industry Update with Malcolm Penn
by Daniel Nenni on 01-11-2023 at 10:00 am

Dan is joined by Malcolm Penn, CEO of Future Horizons. Malcolm is a contributor to SemiWiki and a frequent podcast guest.

Dan and Malcolm discuss what happened in the semi industry last year and what 2023 and 2024 will look like and why. The discussion is a preview to Malcolm’s upcoming Industry Update Webinar on January … Read More


CES is Back, but is the Market?

CES is Back, but is the Market?
by Bill Jewell on 01-11-2023 at 6:00 am

Jan 2023 CES 768x465 1

CES 2023, the annual consumer technology show, was held last week in Las Vegas, Nevada. Over 115,000 people attended and over 3200 companies exhibited. As shown below, attendance and exhibitors were up about 2 ½ times the pandemic limited CES 2022. However, attendance was down one-third and exhibitors were down 27% from CES 2020.… Read More


CES 2023 and all things cycling

CES 2023 and all things cycling
by Daniel Payne on 01-10-2023 at 10:00 am

smart tire company min

It’s January so time for me to review what I’ve found at CES this year that relates to cycling. Unlike last year when there were many last-minute cancellations from exhibitors, in 2023 it’s in-person and bigger than ever. The electrification of bikes continues, and many of these electronic devices are cloud… Read More


2022 Phil Kaufman Award Ceremony and Banquet Honoring Dr. Giovanni De Micheli

2022 Phil Kaufman Award Ceremony and Banquet Honoring Dr. Giovanni De Micheli
by Daniel Nenni on 01-10-2023 at 8:00 am

2022 Giovanni De Micheli

One of the first events on the 2023 EDA calendar is the Phil Kaufman Award ceremony and banquet honoring the 2022 recipient Dr. Giovanni De Micheli. The event, hosted by the Electronic System Design Alliance (ESD Alliance) and the IEEE Council on Electronic Design Automation (CEDA), will be held Thursday, February 23, starting… Read More


Arteris IP Acquires Semifore!

Arteris IP Acquires Semifore!
by Daniel Nenni on 01-10-2023 at 5:45 am

Arteris Ip Magillem Semifore 3

The semiconductor ecosystem consolidation continues with an interesting acquisition of an EDA company by an IP company. Having worked with both Arteris and Semifore over the past few years I can tell you by personal experience that this is one of those 1+1=3 types of acquisitions, absolutely.

Semifore was founded in 2006 by a team… Read More