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
WEBINAR: Revolutionizing Electrical Verification in IC DesignIn the complex world of IC design, electrical…Read More
Silicon Catalyst on the Road to $1 Trillion IndustryThere were quite a few announcements at the…Read More
Hierarchically defining bump and pin regions overcomes 3D IC complexityBy Todd Burkholder and Per Viklund, Siemens EDA…Read More
CDC Verification for Safety-Critical Designs – What You Need to KnowVerification is always a top priority for any…Read More
Ceva Unleashes Wi-Fi 7 Pulse: Awakening Instant AI Brains in IoT and Physical RobotsIn the rapidly evolving landscape of connected devices,…Read MoreSemiconductor Growth Moderating
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
Podcast EP62: Exploring the VSORA architecture
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
Dynamic Coherence Verification. Innovation in Verification
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 buys Tower – Best way to become foundry is to buy one
-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
The Intel Foundry Ecosystem Explained
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
Intel Embraces the RISC-V Ecosystem: Implications as the Other Shoe Drops
On Monday, February 7, 2022, Intel Foundry Services (IFS), made a series of major announcements regarding the RISC-V architecture and ecosystem:
- Intel will be joining the RISC-V International association with a Premier Membership, and Bob Brennan, Vice President of Customer Solutions Engineering for Intel Foundry Services,
The Rising Tide of Semiconductor Cost
It Isn’t Transistory
There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry are fraying, undoing assumptions that we took for granted, that was pounded into us in school. The irreproachable Moore’s Law, that exponential progress will make things cheaper, better,… Read More
Podcast EP61: A deep dive on Intel and semiconductors with Stacy Rasgon
Dan is again joined by Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors at Bernstein Research. Stacy is an unusual semiconductor analyst as he holds a Ph.D. in chemical engineering from MIT. His substantial technical knowledge allows for a deep dive on Intel and other semiconductor topics that you will… Read More
Verific Sharpening the Saw
Verific is an unusual company. They are completely dominant in what they do – providing parsers for Verilog/SV, VHDL and UPF. Yet they have no ambition to expand beyond that goal. Instead, per Michiel Ligthart (President and COO), they continue to “sharpen the saw”. This is an expression I learned in sales training, habit #7 from… Read More


I Have Seen the Future with ChipAgents Autonomous Root Cause Analysis