To meet the increased demand for converter speed and resolution, JEDEC proposed the JESD204 standard describing a new efficient serial interface to handle data converters. In 2006, the JESD204 standard offered support for multiple data converters over a single lane with the following standard revisions; A, B, and C successively… Read More


How France’s Largest Semiconductor Company Got Stolen in Plain Sight
Originally published on Fabricated Knowledge
Soitec is a semiconductor materials company known for its smart cut and Silicon on Insulator (SOI) technologies, which are critical in 5G, Silicon Photonics, and Silicon Carbide (EV) end-markets.
Yesterday, they announced that current CEO Paul Boudre will retire and be replaced… Read More
Musk: Colossus of Roads, with Achilles’ Heel
For Tesla, 2021 was an amazing year. A blindspot looms in 2022.
Critics cheered the National Highway Traffic Safety Administration for opening multiple investigations into fatal and near fatal Tesla crashes. Legislators decried the de facto beta testing of Tesla’s Full Self-Driving beta on public roads. And in December,… Read More
ASML Too Much Demand Plus Intel and High NA
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
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
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
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
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
-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
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
Intel’s Pearl Harbor Moment