SemiWiki webinar 800x100 Feb 2025 V2 (1)

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules

Trump whacking CHIPS Act? When you hold the checkbook, you make up the new rules
by Robert Maire on 02-16-2025 at 10:00 am

Robert Maire Semiconductor Advisors
  • News reports that Trump will change CHIPS Act to suit his views
  • We specifically predicted this months ago as deals closed 11th hour
  • Blue states, enemies list & foreign entities likely to get cut
  • Big changes/cuts likely to a program Trump roundly criticized

Reuters: Exclusive: Trump prepares to change US CHIPS Act conditions,Read More


AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?

AMAT- In line QTR – poor guide as China Chops hit home- China mkt share loss?
by Robert Maire on 02-16-2025 at 6:00 am

Robert Maire Semiconductor Advisors
  • QTR was just “in-line” but guide was below expectations
  • We think its not just China export rules but share loss as well
  • Leading edge is strong but obviously not enough to offset China
  • Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat

Applied reported $7.166B in revenues and Non … Read More


Podcast EP274: How Axiomise Makes Formal Predictable and Normal with Dr. Ashish Darbari

Podcast EP274: How Axiomise Makes Formal Predictable and Normal with Dr. Ashish Darbari
by Daniel Nenni on 02-14-2025 at 10:00 am

Dan is joined by Dr. Ashish Darbari, CEO of Axiomise. Axiomise was founded in 2017 by Dr. Darbari, who has spent over two decades in the industry and top research labs increasing formal verification adoption. At Axiomise, they believe the only way to make formal methods mainstream for all semiconductor design verification is to… Read More


CEO Interview: Badru Agarwala of Rise Design Automation

CEO Interview: Badru Agarwala of Rise Design Automation
by Daniel Nenni on 02-14-2025 at 6:00 am

Badru Agarwala

Badru Agarwala is the CEO and Co-Founder of Rise Design Automation (RDA), an EDA startup with a mission to drive a fundamental shift-left in semiconductor design, verification, and implementation by raising abstraction beyond RTL  With over 40 years of experience in EDA, Badru served as General Manager of the CSD division at… Read More


Webinar: Unlocking Next-Generation Performance for CNNs on RISC-V CPUs

Webinar: Unlocking Next-Generation Performance for CNNs on RISC-V CPUs
by Daniel Nenni on 02-13-2025 at 10:00 am

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The growing demand for high-performance AI applications continues to drive innovation in CPU architecture design. As machine learning workloads, particularly convolutional neural networks (CNNs), become more computationally intensive, architects face the challenge of delivering performance improvements while maintaining… Read More


An Open-Source Approach to Developing a RISC-V Chip with XiangShan and Mulan PSL v2

An Open-Source Approach to Developing a RISC-V Chip with XiangShan and Mulan PSL v2
by Jonah McLeod on 02-13-2025 at 6:00 am

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As RISC-V gains traction in the global semiconductor industry, developers are exploring fully open-source approaches to processor design. XiangShan, a high-performance RISC-V CPU project, combined with the Mulan Permissive License v2 (Mulan PSL v2), represents a community-driven, transparent alternative to proprietary… Read More


2025 Outlook Anna Fontanelli MZ Technologies

2025 Outlook Anna Fontanelli MZ Technologies
by Daniel Nenni on 02-12-2025 at 10:00 am

ANNA

Anna Fontanelli, CEO of MZ Technologies, is a silicon executive with more than 35 years of expertise in managing complex R&D organizations/programs to give birth to innovative EDA technologies. Strong communication skills and proven ability to lead distributed, cross functional teams in international environments.… Read More


Embracing the Chiplet Journey: The Shift to Chiplet-Based Architectures

Embracing the Chiplet Journey: The Shift to Chiplet-Based Architectures
by Kalar Rajendiran on 02-12-2025 at 6:00 am

Chiplets A New Abstraction Layer

The semiconductor industry is facing a paradigm shift. Traditional scaling, once driven by Moore’s Law, is slowing down. For years, moving to smaller process nodes led to lower transistor costs and better performance. However, scaling from node to node now offers fewer benefits as wafer costs rise much more than the historical… Read More


2025 Outlook with Justin Endo of Mixel

2025 Outlook with Justin Endo of Mixel
by Daniel Nenni on 02-11-2025 at 10:00 am

Justin Headshot

Justin Susumu Endo, Mixel’s Director of Marketing & Sales, oversees marketing strategy and customer engagement from Mixel’s headquarters in San Jose, California. He holds a bachelor’s degree with a double major in economics and French from the University of California, Los Angeles, and an MBA from … Read More


Chiplets-Based Systems: Keysight’s Role in Design, Testing, and Data Management

Chiplets-Based Systems: Keysight’s Role in Design, Testing, and Data Management
by Kalar Rajendiran on 02-11-2025 at 6:00 am

Voltage Transfer Function Crrosstalk Limit

Keysight, with deep roots tracing back to Hewlett-Packard, has long been at the forefront of innovation in electronic design and testing. It manufactures electronics test and measurement equipment and software. The company also owns its own foundry and makes custom chips and packages for its instrumentation business. Many… Read More