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 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
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
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
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
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;
- A good
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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
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
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
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
Intel’s Pearl Harbor Moment