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LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?

LRCX- Good Results Despite Supply Chain “Headwinds”- Is Memory Market OK?
by Robert Maire on 10-24-2021 at 10:00 am

Lam Research Report 2021 SemiWiki

Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess

The yellow caution flag in the Semi race impacts Lam as well

As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More


ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact

ASML- Speed Limits in an Overheated Market- Supply Chain Kinks- Long Term Intact
by Robert Maire on 10-24-2021 at 6:00 am

ASML Report 2021

ASML great QTR but supply chain will limit acceleration
Products are most complex with most extensive supply chain
Long term position fantastic but investors will be nervous
300M pushouts in DUV with EUV still on track

Good quarter but yellow caution flag is out for supply chain concerns

ASML reported great revenues of Euro5.2B… Read More


Podcast EP44: Open Hardware Diversity Alliance

Podcast EP44: Open Hardware Diversity Alliance
by Daniel Nenni on 10-22-2021 at 10:00 am

Dan and Mike are joined by Kim McMahon, Director of Visibility & Community Engagement, RISC-V International and Rob Mains Executive Director, CHIPS Alliance. Kim and Rob are working with individuals and companies to promote diversity and inclusion in the open hardware industry. We explore their strategies, goals and plans… Read More


CEO Interview: Jothy Rosenberg of Dover Microsystems

CEO Interview: Jothy Rosenberg of Dover Microsystems
by Daniel Nenni on 10-22-2021 at 6:00 am

Jothy Rosenberg 1

Jothy Rosenberg is a serial entrepreneur, founding nine different startups since 1988, two of which sold for over $100M. Currently, he’s the Founder & CEO of Dover Microsystems, the first oversight system company. Earlier in his career, Jothy ran Borland’s Languages division where he managed languages like Delphi, C++,… Read More


Webinar on Protecting Against Side Channel Attacks

Webinar on Protecting Against Side Channel Attacks
by Tom Simon on 10-21-2021 at 10:00 am

Side channel attack protection

SoC design for security has grown and evolved over time to address numerous potential threat sources. Many countermeasures have arisen to deal with ways hackers can gain control of systems through software or hardware design flaws. The results are things like improved random number generators, secure key storage, crypto, and… Read More


Successful SoC Debug with FPGA Prototyping – It’s Really All About Planning and Good Judgement

Successful SoC Debug with FPGA Prototyping – It’s Really All About Planning and Good Judgement
by Daniel Nenni on 10-21-2021 at 6:00 am

ProtoBridge Debug Blog 181021

Using FPGAs to prototype and debug SoCs as part of the SoC design verification hierarchy was pioneered by Quickturn Design Systems in the late 1980’s, and I have observed a wide variety of FPGA prototyping projects over the years.  In retrospect, three factors have determined the success of the FPGA prototyping project;

  1. A good
Read More

Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Samtec, Otava and Avnet Team Up to Tame 5G Deployment Hurdles
by Mike Gianfagna on 10-20-2021 at 10:00 am

Samtec Otava and Avnet Team Up to Tame 5G Deployment Hurdles

Everyone is talking about 5G deployment. The promises and the hype are finally turning into reality and products. While excitement is appropriate, victory is not yet in hand. There are still technical hurdles to conquer before the full potential of 5G is realized. In this post, I’ll explore one such challenge – the reliable use … Read More


Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


Neural Network Growth Requires Unprecedented Semiconductor Scaling

Neural Network Growth Requires Unprecedented Semiconductor Scaling
by Tom Simon on 10-20-2021 at 6:00 am

Neural Network Growth

The truth is that we are just at the beginning of the Artificial Intelligent (AI) revolution. The capabilities of AI are just now starting to show hints of what the future holds. For instance, cars are using large complex neural network models to not only understand their environment, but to also steer and control themselves. For… Read More


Take the Achronix Speedster7t FPGA for a Test Drive in the Lab

Take the Achronix Speedster7t FPGA for a Test Drive in the Lab
by Mike Gianfagna on 10-19-2021 at 10:00 am

Take the Achronix Speedster7t FPGA for a Test Drive in the Lab

Achronix is known for its high-performance FPGA solutions. In this post, I’ll explore the Speedster7T FPGA. This FPGA family is optimized for high-bandwidth workloads and eliminates performance bottlenecks with an innovative architecture. Built on TSMC’s 7nm FinFET process, the family delivers ASIC-level performance … Read More