Qualcomm is a common name in mobile industry for chips. The company has generated $33 billion in revenue in 2021 and continues to march ahead with its innovations. However, Qualcomm doesn’t get the same visibility and mention as Nvidia and Intel in the world of AI chips. By our estimate, Qualcomm’s contribution to … Read More


A Fresh Look at HLS Value
I’ve written several articles on High-Level Synthesis (HLS), designing in C, C++ or SystemC, then synthesizing to RTL. There is unquestionable appeal to the concept. A higher level of abstraction enables a function to be described in less lines of code (LOC). Which immediately offers higher productivity and implies less bugs… Read More
How to Cut Costs of Conversational AI by up to 90%
The burgeoning use of conversational artificial intelligence (CAI) in consumer and business applications places a heavy computational burden on both front-end and back-end systems that provide the natural language processing (NLP). NLP systems rely on deep learning (a subset of machine learning) to automate speech recognition,… Read More
Casting Light on OpenLight’s Open Silicon Photonics Platform
For many decades now, modern optical technology has been deployed in networking infrastructure, for long haul and medium haul links to support internet communications. The foundation of this technology is photonics, which is the science of generation, manipulation and detection of light for performing functions otherwise… Read More
Obscuration-Induced Pitch Incompatibilities in High-NA EUV Lithography
The next generation of EUV lithography systems are based on a numerical aperture (NA) of 0.55, a 67% increase from the current value of 0.33. It targets being able to print 16 nm pitch [1]. The High-NA systems are already expected to face complications from four issues: (1) reduced depth-of-focus requires thinner resists, which… Read More
CHIPS for America DOA?
- We think hopes for CHIPS for America is fading fast
- Politics, Jan 6th, guns, inflation, partisanship will likely block it
- Alternative to building US semis is knocking down China chips
- The only political option may be more restrictions on China
Chips for America act seems drowned out by partisan screaming
We have been saying, for… Read More
Semiconductors Weakening in 2022
The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus… Read More
Podcast EP88: A conversation with Maheen Hamid, one of Silicon Valley’s 100 Most Influential Women
Dan is joined by Maheen Hamid, Chief Operating Officer and Chief Financial Officer at Breker Verification Systems and a recipient of Silicon Valley Business Journal’s 100 most influential women award. Maheen discusses her journey to Silicon Valley and Breker, beginning with her upbringing in Bangladesh. Maheen married… Read More
Stop-For-Top IP Model to Replace One-Stop-Shop by 2025
…and support the creation of successful Chiplet business
The One-Stop-Shop model has allowed IP vendors of the 2000’s to create a successful IP business, mostly driven by consumer application, smartphone or Set-Top-Box. The industry has dramatically changed, and in 2020 is now driven by data-centric application (datacenter,… Read More
Three Key Takeaways from the 2022 TSMC Technical Symposium!
The TSMC Technical Symposium is today so I wanted to give you a brief summary of what was presented. Tom Dillinger will do a more technical review as he has done in the past. I don’t want to steal his thunder but here is what I think are the key takeaways. First a brief history lesson.
The history of TSMC Technology Development with 12 key… Read More
Intel’s Pearl Harbor Moment