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The 2024 live conferences have been well attended thus far and there are many more to come. The next big event in Silicon Valley is the TSMC Global OIP Ecosystem Forum on September 25th at the Santa Clara Convention Center. I expect a big crowd filled with both customers and partners.
This is the 16th year of OIP and it has been an honor… Read More
Data center density continues growing, driving interconnect technology to meet new challenges. Two of the largest are signal integrity and power consumption. Optical interconnects can solve many signal integrity issues posed by copper cabling and offer support for higher frequencies and bandwidths. Still, through sheer… Read More
Back in the 1970s we did Layout Versus Schematic (LVS) checks manually, so when internal EDA tools arrived in the 1980s it was a huge time saver to use LVS in finding the differences between layout and schematics. One premise before running LVS is that both layout and schematics are complete and ready for comparisons. Fast forward… Read More
Even for experienced technologists some technologies can seem almost indistinguishable from magic. One example is the bird’s eye camera view available on your car’s infotainment screen. This view appears to be taken from a camera hovering tens of feet above your car. As an aid to parallel parking, it’s a brilliant invention; … Read More
The Impact of the AI Revolution on the Server Manufacturers
While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More
It is well-known that there is more data being generated all the time. The need to store and process that data with less power and higher throughput dominates design considerations for virtually all systems. There is another dimension to the problem – ensuring the data is secure as all this movement and processing occurs. Within… Read More
Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More
- Samsung follows Intel in staff reductions due to weakness in chips
- Chip industry split between haves & have nots (AI & rest of chips)
- Capital spend under pressure – Facing Eventual China issues
- Stick with monopolies, avoid commodities
Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
Dan is joined by Gloria Kee, Vice President of Product Management at Model N. For 15 years at Model N, she has spent her time focused on product management and with an in-depth understanding of implementing and designing innovative software across a variety of business challenges. She is committed to product innovation and development… Read More
Michael Wu is the GM and President of Phison US. Michael is an acclaimed technology expert in the NAND storage sector and boasts over 17 years of industry experience. Over the course of his 14+ years at Phison, Michael has held positions such as GM, Director of Global Customer Relations and Project Manager to position Phison as the… Read More
CES 2025 and all things Cycling