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ASML Too Much Demand Plus Intel and High NA

ASML Too Much Demand Plus Intel and High NA
by Robert Maire on 01-23-2022 at 6:00 am

ASML High NA Intel

Too much demand- A “good” problem-Managing supply & capacity-Intel & Hi NA

ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage,… Read More


Podcast EP58: A look at 2021 and 2022 with Wally Rhines

Podcast EP58: A look at 2021 and 2022 with Wally Rhines
by Daniel Nenni on 01-21-2022 at 10:00 am

Daniel Nenni is joined by popular podcast guest Wally Rhines. Dan and Wally explore 2021, some of the expected results and some of the surprises. COVID, supply chains, chip shortages and international trade are just a few of the topics.

Wally and Dan then turn their attention to 2022. What kind of year will it be? What will be the … Read More


The 5G Rollout Safety Controversy

The 5G Rollout Safety Controversy
by Matt Commens on 01-21-2022 at 6:00 am

Plane Landing

There has been a lot of attention in the news recently about AT&T and Verizon rolling out their first implementations of sub-6GHz 5G radio access networks (RAN). Notably, the FAA and airline industries have voiced serious concerns about potential safety issues for aircraft autopilot and landing systems. As a result of these… Read More


TSMC Earnings – The Handoff from Mobile to HPC

TSMC Earnings – The Handoff from Mobile to HPC
by Doug O'Laughlin on 01-20-2022 at 10:00 am

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Hello! The most important semiconductor company in the world reported earnings last night. It’s been something of a tradition to post Taiwan Semiconductor Company (TSMC) earnings posts not behind my paywall, and I think that I’m going to continue that to kickoff each earnings season.

There are so many threads in the TSMC call that… Read More


Podcast EP134: The Impact of Using a Physically Aware NoC with Charlie Janac

Podcast EP134: The Impact of Using a Physically Aware NoC with Charlie Janac
by Daniel Nenni on 01-20-2022 at 10:00 am

Dan is joined by Charlie Janac, president and CEO of Arteris IP. Charlie’s career spans 20 years in multiple industries, including design automation, semiconductor capital equipment, nanotechnology, industrial polymers, and venture capital.

Charlie discusses the benefits of using network-on-chip, or NoC IP on several… Read More


Forty Four Billion Reasons Why TSMC Remains Dominant

Forty Four Billion Reasons Why TSMC Remains Dominant
by Robert Maire on 01-20-2022 at 6:00 am

Forty Four Billion Reasons Why TSMC Remains Dominant

-Chips for America is better than nothing, but not much
TSMC $40-44B Capex crushes competition (Intel & Samsung)
-Additional efforts other than handouts are necessary
-Could/should TSMC be “adopted” as a US company?

Competition can’t keep up with $40-$44B of Capex

TSMC’s recent announcement… Read More


Embedded Logic-NVM Solutions for Al Chips

Embedded Logic-NVM Solutions for Al Chips
by Kalar Rajendiran on 01-19-2022 at 8:00 pm

What is Analog NVM

Last month, eMemory Technology hosted a webinar titled “eMemory’s Embedded Logic-NVM Solution for AI Chips.” While the purpose was to present their embedded Logic-NVM solution, the webinar nicely sets the stage by highlighting Analog NVM’s value as it relates to neural networks. Of course, the algorithms of neural networks… Read More


Conquering the Impossible with Aspiration and Attitude

Conquering the Impossible with Aspiration and Attitude
by Daniel Nenni on 01-19-2022 at 10:00 am

Conquering the Impossible with Aspiration and Attitude

Cornami is an interesting company. Their leader is also an interesting person. I’ve interviewed Wally Rhines many times on various topics. All of them have been big hits. Cornami is focused on enabling fully homomorphic encryption (FHE) in a commercially viable and widespread manner. Many say this isn’t possible, but Wally and… Read More


2021 Retrospective. Innovation in Verification

2021 Retrospective. Innovation in Verification
by Bernard Murphy on 01-19-2022 at 6:00 am

Innovation image 2021

As we established last year, we will use the January issue of this blog to look back at the papers we reviewed last year. We lost Jim Hogan and the benefit of his insight early last year, but we gained a new and also well-known expert in Raúl Camposano (another friend of Jim). Paul (GM, Verification at Cadence), Raúl (Silicon Catalyst,… Read More


ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves
by Mike Gianfagna on 01-18-2022 at 10:00 am

ESDA Reports Double Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

 

It’s that time again. ESDA has recently released the numbers for Q3, 2021. Industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 16.1%. Further, the companies tracked… Read More