Streamlining Functional Verification for Multi-Die and Chiplet DesignsAs multi-die and chiplet-based system designs become more…Read More
S2C Advances RISC-V Ecosystem, Accelerating Innovation at 2025 Summit ChinaShanghai, July 19, 2025 — S2C, a leader in functional…Read More
Samtec Practical Cable Management for High-Data-Rate SystemsAccording to a recent Samtec whitepaper, in high-data-rate…Read More
A Quick Tour Through Prompt Engineering as it Might Apply to DebugThe immediate appeal of large language models (LLMs)…Read More
-Production constraints push backlog up $1.3B to $8B
-Looks like $100B in WFE 2022 VS $80B in 2021
-Almost sold out for 2022- Could lead to continued growth 2023
-Insp/metrology up 68% Y/Y- Expect steady growth in 2022
Can’t keep up with demand….
Revenue came in at $6.27B and NonGAAP EPS of $1.89. A very slight beat of … Read More
Dan and Mike are joined by Matt Burns, technical marketing manager at Samtec. Matt focuses on why interconnect architecture has become so important for state-of-the-art system designs. The markets that are driving these requirements, along with the challenges and how to address them are provided.
The discussion concludes… Read More
John Mortensen is the CEO & CCO of Comcores. He has been with Comcores since 2019, and has been leading the commercial function since 2020 and was appointed CEO in early 2021. John is focused on creating the best possible customer experience when you do business with Comcores. An experience where you, as a customer, sense how … Read More
The rationale behind the Tower Semi acquisition and things to watch out for at Intel’s investor day.
Intel bids for Tower Semi
First I have to quote myself because Tower was an error of omission. In November in a piece that was likely too long for its own good, I mentioned that trailing edge fabs are in a huge position of strength… Read More
Discussions of chiplets has been on the rise, ever since the slowdown of Moore’s law benefits. Gartner Research projects semiconductor revenue from systems using chiplets to grow from $3.3 billion in 2020, to $50.5 billion in 2024. With any market opportunity, there are always challenges to overcome in order to realize the full… Read More
The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts… Read More
Dan is joined by Jan Pantzar, VP sales and marketing of VSORA, a provider of high-performance silicon intellectual property (IP) and chip solutions for artificial intelligence, digital communications and advanced driver-assistance systems (ADAS) applications based in France.
Dan and Jan explore the VSORA architecture… Read More
We know about formal methods for cache coherence state machines. What sorts of tests are possible using dynamic coherence verification? Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO) and I continue our series on research ideas. As always, feedback welcome.… Read More
-Intel jumpstarts foundry model with Tower semi buy @$54B Gets complementary tech to round out offerings
-Approval based on satisfying China’s needs as well
-Margin concerns overblown- Will it be allowed to flourish?
Intel pays up to get foundry and technology….
Intel announced a $5.4B acquisition of Tower Semiconductor… Read More
Exciting times for the semiconductor industry! Last week Intel announced a billion dollar fund to build a foundry ecosystem and today Intel announced they are acquiring foundry Tower Semiconductor for $5.6 billion dollars, WOW! Some people doubted Intel’s commitment to the foundry market this time. I think we can now put that… Read More
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Should Intel be Split in Half?