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Are EDA companies failing System PCB customers?

Are EDA companies failing System PCB customers?
by Rahul Razdan on 10-31-2022 at 6:00 am

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Electronic Design Automation (EDA) is a critical industry which enables the development of electronic systems.  Traditionally, EDA has been bifurcated into two distinctive market segments: Semiconductor and Systems (PCB).   If one were to look at the EDA industry in the early 1970’s, one would find significant capabilities… Read More


KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact

KLAC- Strong QTR and Guide but Backlog mutes China and Economic Impact
by Robert Maire on 10-30-2022 at 5:00 pm

KLA SemiWiki 2022

-KLA great quarter & guide as backlog mutes China/Economy
-Patterning starts to catch up to wafer inspection outperform
-China impact is limited to leading edge & specific customers
-Cuts in memory capex less impactful on KLA

KLAC reports strong quarter and good guide

Revenues were $2.7B with EPS of $7.06 versus street… Read More


Podcast EP117: More Good News From Wally Rhines and the SEMI Electronic Design Market Data Report

Podcast EP117: More Good News From Wally Rhines and the SEMI Electronic Design Market Data Report
by Daniel Nenni on 10-28-2022 at 10:00 am

Dan is joined by Dr. Walden Rhines, former CEO of Mentor Graphics, which is now Siemens EDA, and current CEO of Cornami. Wally is also the Executive Sponsor of the SEMI Electronic Design Market Data Report, which is the topic of this podcast.

The current market report for Q2, 2022 documents continued strong performance, with some… Read More


TSMC Expands the OIP Ecosystem!

TSMC Expands the OIP Ecosystem!
by Daniel Nenni on 10-28-2022 at 6:00 am

TSMC OIP 2022 Roadmap

This was the 12th TSMC OIP and it did not disappoint. The attendance was back to pre pandemic levels, there was interesting news and great presentations. We will cover the presentations in more depth after the virtual event which is on November 10th. You can register HERE.

As I mentioned in my previous post, the Jim Keller Keynote … Read More


LRCX down from here – 2023 down more than 20% due to China and Downcycle

LRCX down from here – 2023 down more than 20% due to China and Downcycle
by Robert Maire on 10-27-2022 at 10:00 am

Lam Research USA Chips

-Lam reports good quarter that is high water mark for cycle
-2023 WFE to be down more than 20%- Cuts spending & Hiring
-If we back out deferred rev outlook would be down for Dec
-Memory already Down & China down $2-$2.5B in 2023

Lam reports good quarter but likely peak of current cycle with clear drop

Lam reported revenues of … Read More


Machine Learning Applications in Simulation

Machine Learning Applications in Simulation
by Daniel Nenni on 10-27-2022 at 6:00 am

Xcelium ML min

Machine learning (ML) is finding its way into many of the tools in silicon design flows, to shorten run times and improve the quality of results. Logic simulation seemed an obvious target for ML, though resisted apparent benefits for a while. I suspect this was because we all assumed the obvious application should be to use ML to refine… Read More


Bespoke Silicon Requires Bespoke EDA

Bespoke Silicon Requires Bespoke EDA
by Michiel Ligthart on 10-26-2022 at 10:00 am

Bespoke EDA

When I first heard the term ‘bespoke silicon,’ I had to get my dictionary out. Well versed in the silicon domain, I did not know what bespoke meant. It turns out to be a rather old-fashioned term for tailor made and seems to be very much British English. The word dates from 1583 and is the past participle of bespeak, according… Read More


Podcast EP116: A Look at the Future of EDA Research With This Year’s Kaufman Award Winner, Dr. Giovanni De Micheli

Podcast EP116: A Look at the Future of EDA Research With This Year’s Kaufman Award Winner, Dr. Giovanni De Micheli
by Daniel Nenni on 10-26-2022 at 8:00 am

Dan is joined by Dr. Giovanni De Micheli, a research scientist in electronics and computer science credited with inventing the network-on-chip (NoC) design automation paradigm and creating EDA algorithms and design tools. Before serving as Professor and Director of the Integrated Systems Laboratory at EPFL, he was Professor… Read More


Post-Silicon Consistency Checking. Innovation in Verification

Post-Silicon Consistency Checking. Innovation in Verification
by Bernard Murphy on 10-26-2022 at 6:00 am

Innovation New

Many multi-thread consistency problems emerge only in post-silicon testing. Maybe we should take advantage of that fact. Paul Cunningham (Senior VP/GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research ideas. As always,… Read More


Higher-order QAM and smarter workflows in VSA 2023

Higher-order QAM and smarter workflows in VSA 2023
by Don Dingee on 10-25-2022 at 10:00 am

Higher-order QAM and smarter workflows in a 5G NR example from the Keysight 89600 VSA

3GPP Release 17 and 802.11be (Wi-Fi 7) extend modulation complexity, raising the bar for conformance testing and test instrumentation to new levels. The latest release of Keysight PathWave 89600 Vector Signal Analysis 2023 (VSA 2023) software takes on higher-order QAM and smarter workflows, many customer-requested, for … Read More