-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Numbers are great
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
Whether we realize it or not, everyday applications we use depend on data gathered by sensors. We can bet that pretty much every application uses at least a couple of different types of sensors, if not more. That is because different types of sensors are better suited to collect data depending on the application, the environment … Read More
SEMICON West 2022 was held from July 12th to 14th at the Moscone Center in San Francisco.
On Monday the 11th before the show, Imec held a technology forum at the Marriott Marquee right around the corner from the Moscone center. In recent years the Imec forums have shifted away from the process technology I cover to more of a system and… Read More
Dan is joined by Paul Hedges, CEO and co-founder of graphene and 2D materials specialists, Applied Nanolayers. Paul explains how wafer-scale integration of materials like graphene can be accomplished, unlocking new “more than Moore” applications such as biosensing and photonics. The applications Paul describes… Read More
Why are NoCs important in modern SoCs and what are best design practices for using NoC? As always, a great place to start is the perspective of an SoC design organization which depends on pumping out high performance designs. Sondrel is a turnkey ASIC service provider, covering the spectrum from system design to silicon supply. … Read More
SemiWiki has been tracking the popularity of chiplets for two years now so it was not surprising to see that they played a key role at DAC. The other trend we foresaw was that the ASIC companies would be early chiplet adopters and that has proven true. One of the more vocal proponents of chiplets at DAC#59 was OpenFive, a 17+ year spec-to-silicon… Read More
Designing complex systems is difficult. It seems to me that the difficulty has increased at a rate that is more exponential than linear with design complexity. Some version of Moore’s law for design is at work. The challenges for advanced designs just seem to keep mounting. A new item that is top of mind for many executives is the talent… Read More
Tuesday at DAC I had the pleasure of attending the Design on Cloud Theatre where experts from Siemens EDA gave an update on what they’ve been offering to IC and systems designers. I remember attending a cloud presentation from Craig Johnson in 2021, so I was keen to note what had changed in the past 12 months.
Industry Trends,
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In cybersecurity circles, the elephant in the room is a quantum computer in the hands of nefarious actors. A day is coming, soon, when well-funded organizations will be able to rent time on, or maybe even build or buy a quantum machine. Then, if data is valuable enough, people will hunt for it. Two or three months of compute time on a … Read More
-Need more/less spend & more/fewer chips
-The irony of chips act passage & Intel stumble on same day
-Due to excess supply of chips, Intel cuts spending
-Due to shortage of chips, the government increases spending
-How did this happen on the same day? Cosmic Coincidence?
Timing is everything
The irony of intel cutting spending… Read More
Should the US Government Invest in Intel?