Design IP Sales reached $5.45B in 2021, or 19.4% YoY after 16% in 2020, on-sync with semiconductor growth of 26.2% in 2021 according to WSTS. IPnest has released the “Design IP Report” in May 2022, ranking IP vendors by category (CPU, DSP, GPU & ISP, Wired Interface, SRAM Memory Compiler, Flash Memory Compiler, Library and I/O,… Read More


Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly
Dan is joined by Terry Daly, a 35-year veteran of the semiconductor industry, former senior VP at GLOBALFOUNDRIES and an executive at IBM Microelectronics. Terry is currently an independent consultant, and also a Senior Fellow at the Council on Emerging Market Enterprises at The Fletcher School of Law & Diplomacy at Tufts… Read More
Tensilica Edge Advances at Linley
The Linley spring conference this year had a significant focus on AI at the edge, with all that implies. Low power/energy is a key consideration, though increasing performance demands for some applications are making this more challenging. David Bell (Product Marketing at Tensilica, Cadence) presented the Tensilica NNE110… Read More
Bigger, Faster and Better AI: Synopsys NPUs
AI-based applications are fast advancing with evolving neural network (NN) models, pushing aggressive performance envelopes. Just a few years ago, performance requirements of NN driven applications were at 1 TOPS and less. Current and future applications in the areas of augmented reality (AR), surveillance, high-end smartphones,… Read More
Future.HPC is Coming!
According to the experts, the semiconductor industry is poised for a decade of growth and is projected to become a trillion dollar industry by 2030. In 2021 the semiconductor industry finally hit $600B so $1T by 2030 seems like a big ask, but not really if you look at the indicators inside the semiconductor ecosystem. Foundries, … Read More
IP Subsystems and Chiplets for Edge and AI Accelerators
From a business viewpoint we often read in the technical press about the virtues of applying AI, and in the early days most of the AI model building was done in the cloud, because of the high computation requirements, yet there’s a developing trend now to use AI accelerators at the Edge. The other mega-trend in the past decade… Read More
High Efficiency Edge Vision Processing Based on Dynamically Reconfigurable TPU Technology
While many tough problems relating to computing have been solved over the years, vision processing is still challenging in many ways. Cheng Wang, Co-Founder and CTO of FlexLogix Technologies gave a talk on the topic of edge vision processing at Linley’s Spring 2022 conference. During that talk he references how Gerald Sussman… Read More
ITSA – Not So Intelligent Transportation
The Infrastructure Investment and Jobs Act (IIJA) passed last year in the U.S. earmarks billions of dollars that can be used for the deployment of potentially life-saving C-V2X car connectivity technology. The U.S. Department of Transportation and state DOTs are poised to commence that spending, but one thing stands in the … Read More
Has KLA lost its way?
-KLA has another great QTR in face of overwhelming demand
-Supply chain issues obliterated by backlog
-Longer term technology leadership concerns are increasing
-We see limited upside near term & remain cyclically cautious
Another great quarter- demand remains super strong
KLA’s performance remains great as does… Read More
Podcast EP75: Getting There is Half the Fun – Connecting the Digital World with Alphawave IP
Dan is joined by Tony Pialis, the co-founder and CEO of Alphawave, a global leader in high-speed connectivity IP enabling industries such as AI, autonomous vehicles, 5G, hyperscale data centers, and more. Tony and Dan discuss the requirements for data connectivity across many high-growth markets and what is required for successful… Read More
Moving Beyond RTL at #62DAC