As a technical marketing consultant, I always enjoy the chance to talk to hands-on users of my clients’ electronic design automation (EDA) tools to “see how the sausage is made” on actual projects. Cristian Amitroaie, CEO of AMIQ EDA, recently connected me with Verification and Infrastructure Manager Dan Cohen and Verification… Read More
3D IC Design Ecosystem Panel at #61DAC
At #61DAC our very own Daniel Nenni from SemiWiki moderated an informative panel discussion on the topic of 3D IC Design Ecosystem. Panelists included: Deepak Kulkarni – AMD, Lalitha Immaneni – Intel Foundry, Trupti Deshpande – Qualcomm, Rob Aitken – CHIPS, Puneet Gupta – UCLA, Dragomir Milojevic – imec. Each panelist had a brief… Read More
Mitigating AI Data Bottlenecks with PCIe 7.0
During a recent LinkedIn webcast, Dr. Ian Cutress, Chief Analyst at More than Moore and Host at TechTechPotato, and Priyank Shukla, Principal Product Manager at Synopsys, shared their thoughts regarding the industry drivers, design considerations, and critical advancements in compute interconnects enabling data center… Read More
Intel’s Death Spiral Took Another Turn
Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.
So what are the facts?
From a revenue perspective, Intel was inside… Read More
LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery
- Lam reported good numbers with slightly soft guide
- Investors are figuring out the up cycle will be slower than thought
- Looks like AMAT won’t get CHIPS act money for Epic facility
- Steady improvement but stocks still ahead of themselves-Correction?
Lam reports good numbers (as usual) but guide not good enough
Lam reported… Read More
Podcast EP238: Intel Capital’s Focus on Improving the Future of Semiconductors with Jennifer Ard
Dan is joined by Jennifer Ard, Intel Capital Managing Director and Head of Investment Operations. In her role, Jen is responsible for managing Intel Capital’s investment-related operations. Additionally, she is primarily focused on investing in silicon-related companies and has been involved in multiple deals including… Read More
CEO Interview: Pim Donkers of ARMA Instruments
Pim Donkers is the co-founder and Chief Executive Officer of Switzerland-based ARMA Instruments, a technology company which produces ultra-secure communication devices.
Pim is a technology serial entrepreneur operating internationally with several successful companies in his portfolio such as his recent IT outsourcing… Read More
Easy-Logic and Functional ECOs at #61DAC
I first visited Easy-Logic at DAC in 2023, so it was time to meet them again at #61DAC in San Francisco to find out what’s new this year. Steven Chen, VP Sales for North America and Asia met with me in their booth for an update briefing. Steven has been with Easy-Logic for six years now and earned an MBA from Baruch College in New York. This… Read More
proteanTecs Introduces a Safety Monitoring Solution #61DAC
At #61DAC it was quite clear that semiconductors have “grown up”. The technology has taken its place in the world as a mission-critical enabler for a growing list of industries and applications. Reliability and stability become very important as this change progresses. An error of failure is somewhere between inconvenient… Read More
Semiconductor CapEx Down in 2024, Up Strongly in 2025
The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More
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