For 5G to really deliver on its promise of high bandwidth and good coverage, it needs to use an RF band known as C-Band (3.7 to 4.4 GHz). This band is ideal because its frequency is high enough to offer 100MHz wide channels and also low enough that signal attenuation, especially in urban areas, is minimal. In 2020 the FCC auctioned off… Read More


Six Essential Steps For Optimizing EDA Productivity
Altair® Accelerator™ was the focus of a couple of SemiWiki posts last year. The most recent post covers the enterprise-grade job scheduler’s latest updates and an earlier one discussed its patented Rapid Scaling feature. You can refer to these blogs here. While these posts provide insight into how Accelerator can help increase… Read More
Automated Documentation of Space-Borne FPGA Designs
Over the past three years, I’ve spoken frequently with Cristian Amitroaie, CEO and co-founder of AMIQ EDA, to understand how the company is helping engineers cope with the challenges of chip design and verification. With their broad customer base and many years of experience in the EDA business, the folks at AMIQ really seem to … Read More
Intel 2022 Investor Meeting
Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.
Technology Development presented by Ann Kelleher
Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More
Semiconductor Earnings Roundup
ON, ACLS, RMBS, AOSL, CAMT, ICHR, ONTO, SUMCO, and more!
SUMCO was the best call I read this quarter. There were many great bits of information but I want to start with the stat that really shocked me.
First of all, with regard to the LTAs out to 2026 and whether we did make progress in the last 3 months, that is correct. In the last 3 months,
AMAT – Supply Constraints continue & Backlog Builds- Almost sold out for 2022
-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
Podcast EP63: The growing importance of interconnect architecture
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
CEO Interview: John Mortensen of Comcores
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
Tower Semi Buyout Tips Intel’s Hand
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
CEVA Fortrix™ SecureD2D IP: Securing Communications between Heterogeneous Chiplets
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
Intel’s Pearl Harbor Moment