COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.
Malcolm is… Read More
Building a better mousetrap plays a key role in achieving market success in any industry. Of course, building one requires differentiating the product from the others already in the market. A differentiated product can even lead to creating demand for new products in adjacent markets. All of this is great but how do you implement… Read More
Advanced board designs are fertile ground for misbehavior in time and frequency domains. Relying on intuition, then waiting until near-final product for power integrity (PI) or EMI testing almost guarantees board respins are coming. Lumped-parameter simulations of on-board power delivery networks (PDNs) struggle with … Read More
I’ve been following Neil Johnson on Twitter and LinkedIn for several years now, as he has written and shared so much about the IC design and verification process, both as a consultant and working at EDA vendors. His recent white paper for Siemens EDA caught my eye, so I took the time to read through the 10 page document to learn… Read More
The great thing about architectural solutions to increasing throughput is that they offer big improvements. Multiple CPUs on a chip with (partially) shared cache hierarchies are now commonplace in server processors for this reason. But that big gain comes with significant added complexity in verifying correct behavior. In… Read More
-KLAC – great QTR & calendar year but supply chain impacted
-Management feels supply chain to improve after March Q
-Demand remains strong, driven by foundry/logic
-Process management is next best place in industry after litho
Great end to calendar year
KLA reported revenues of $2.53B with non GAAP EPS of $5.59 nicely… Read More
In the season 6 premiere of Showtime’s “Billions,”, financier Michael Prince and his lieutenant are remotely monitoring Wags’ heart rate thanks to an Oura-like smart ring as he works out on a Peloton stationary bike. The remote observers conclude Wags is having a heart attack and dispatch emergency medical technicians to his… Read More
-Supply chain issues finally catch up to Lam- Ongoing issue
-Problem from one main supplier to spread to more
-Causes low December Quarter and soft guide for March
-Quarters could be lumpy due to differed & revenue push outs
Lam Stews over supply Chain Issues
It sucks when you have all the demand in the world but can’t build… Read More
It seems that all we hear about over-the-air radio broadcasts in electric vehicles is that AM is going away due to interference and FM is irrelevant due to streaming apps. Tesla has very affirmatively upended this conventional wisdom with an over-the-air update that adds Xperi’s DTS AutoStage to most Tesla’s.
This… Read More
Dan is joined by good friend and fellow boater Rich Goldman. Rich has a storied career in EDA that began at TI with Morris Chang and Wally Rhines, continued through a long career at Synopsys and included a book collaboration with Neil Armstrong, Stephen Hawking and Brian May (the lead guitarist for Queen),
Dan and Rich cover a lot … Read More
AI RTL Generation versus AI RTL Verification