Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42 billion… Read More
Podcast EP279: Guy Gozlan on how proteanTecs is Revolutionizing Real-Time ML Testing
Dan is joined by Guy Gozlan, proteanTecs director of machine learning and algorithms, overseeing research, implementation, and infrastructure of machine learning solutions. Prior to proteanTecs he was project lead at Apple, focusing on ATE optimizations using embedded software and machine learning and embedded software… Read More
CEO Interview with Dr Greg Law of Undo
Greg Law is a C++ debugging expert, well-known conference speaker, and the founder of Undo. Greg has over 20 years’ experience in the software industry working for the pioneering British computer firm Acorn, as well as NexWave and Solarflare.
Determined to build a tool to ease the pain of debugging complex software, he started… Read More
Upcoming Webinar: Accelerating Semiconductor Design with Generative AI and High-Level Abstraction
We have been hearing so much lately about the power of AI and the potential of technologies like agentic AI to address the productivity gap and complexities of semiconductor designs of today and tomorrow. Currently, however, the semiconductor industry has been slow to adopt generative and agentic AI for RTL design code. There… Read More
Vision-Language Models (VLM) – the next big thing in AI?
AI has changed a lot in the last ten years. In 2012, convolutional neural networks (CNNs) were the state of the art for computer vision. Then around 2020 vison transformers (ViTs) redefined machine learning. Now, Vision-Language Models (VLMs) are changing the game again—blending image and text understanding to power everything… Read More
CEO Interview with Jonathan Klamkin of Aeluma
Jonathan Klamkin, Ph.D. is founder and CEO of Aeluma, Inc. (ALMU). He is a Professor at the University of California Santa Barbara and has previously worked at Boston University, Scuola Superiore Sant’Anna, MIT Lincoln Laboratory, and BinOptics Corp. (a laser diode manufacturer that was acquired by Macom in 2015). He is the recipient… Read More
Metamorphic Test in AMS. Innovation in Verification
We have talked about metamorphic testing before. Here is a clever application to testing an AMS subsystem. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and lecturer at Stanford, EE292A) and I continue our series on research ideas. As always, feedback welcome.… Read More
Webinar: RF board design flow examples for co-simulating active circuits
In part one of this webinar series, Keysight and Modelithics looked at the use of 3D passive vendor component models supporting highly accurate, automated 3D EM-circuit co-simulation of high-frequency RF board designs. Part two continues the exploration of RF board design flows for simulating active circuits on boards, again… Read More
Ceva-XC21 and Ceva-XC23 DSPs: Advancing Wireless and Edge AI Processing
Ceva recently unveiled its XC21 and XC23 DSP cores, designed to revolutionize wireless communications and edge AI processing. These new offerings build upon the Ceva-XC20 architecture, delivering unmatched efficiency, scalability, and performance for 5G-Advanced, pre-6G, and smart edge applications. As demand grows … Read More
CEO Interview with Brad Booth of NLM Photonics
Brad Booth, CEO of NLM Photonics, is a distinguished technology strategy and development leader, and influential in industry consortia and standardization. Prior to NLM, Booth served at Meta Platforms and Microsoft Azure, where he focused on developing next-generation optical connectivity solutions for Cloud and AI data… Read More
Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs