SiC 800 Jan2025Deadline Static

Intel’s Death Spiral Took Another Turn

Intel’s Death Spiral Took Another Turn
by Claus Aasholm on 08-04-2024 at 8:00 am

Intel Death Sprial 2024

Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.

So what are the facts?
From a revenue perspective, Intel was inside… Read More


LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery

LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery
by Robert Maire on 08-04-2024 at 6:00 am

Chips Act 2024
  • Lam reported good numbers with slightly soft guide
  • Investors are figuring out the up cycle will be slower than thought
  • Looks like AMAT won’t get CHIPS act money for Epic facility
  • Steady improvement but stocks still ahead of themselves-Correction?
Lam reports good numbers (as usual) but guide not good enough

Lam reported… Read More


Podcast EP238: Intel Capital’s Focus on Improving the Future of Semiconductors with Jennifer Ard

Podcast EP238: Intel Capital’s Focus on Improving the Future of Semiconductors with Jennifer Ard
by Daniel Nenni on 08-02-2024 at 10:00 am

Dan is joined by Jennifer Ard, Intel Capital Managing Director and Head of Investment Operations. In her role, Jen is responsible for managing Intel Capital’s investment-related operations. Additionally, she is primarily focused on investing in silicon-related companies and has been involved in multiple deals including… Read More


CEO Interview: Pim Donkers of ARMA Instruments

CEO Interview: Pim Donkers of ARMA Instruments
by Daniel Nenni on 08-02-2024 at 6:00 am

Pim Donkers

Pim Donkers is the co-founder and Chief Executive Officer of Switzerland-based ARMA Instruments, a technology company which produces ultra-secure communication devices.

Pim is a technology serial entrepreneur operating internationally with several successful companies in his portfolio such as his recent IT outsourcing… Read More


Easy-Logic and Functional ECOs at #61DAC

Easy-Logic and Functional ECOs at #61DAC
by Daniel Payne on 08-01-2024 at 10:00 am

gtech min

I first visited Easy-Logic at DAC in 2023, so it was time to meet them again at #61DAC in San Francisco to find out what’s new this year. Steven Chen, VP Sales for North America and Asia met with me in their booth for an update briefing. Steven has been with Easy-Logic for six years now and earned an MBA from Baruch College in New York. This… Read More


proteanTecs Introduces a Safety Monitoring Solution #61DAC

proteanTecs Introduces a Safety Monitoring Solution #61DAC
by Mike Gianfagna on 08-01-2024 at 6:00 am

DAC Roundup – proteanTecs Introduces a Safety Monitoring Solution

At #61DAC it was quite clear that semiconductors have “grown up”. The technology has taken its place in the world as a mission-critical enabler for a growing list of industries and applications. Reliability and stability become very important as this change progresses. An error of failure  is somewhere between inconvenient… Read More


Semiconductor CapEx Down in 2024, Up Strongly in 2025

Semiconductor CapEx Down in 2024, Up Strongly in 2025
by Bill Jewell on 07-31-2024 at 4:00 pm

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The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More


Defacto Technologies and ARM, Joint SoC Flow at #61DAC

Defacto Technologies and ARM, Joint SoC Flow at #61DAC
by Daniel Payne on 07-31-2024 at 10:00 am

arm defacto 61dac min

At #61DAC I stopped by the Defacto Technologies exhibit and talked with Chouki Aktouf, President and CEO, to find out what’s new in 2024. ARM and Defacto have a joint SoC design flow by using the Arm IP Explorer tool along with Defacto’s SoC compiler, which helps to quickly create your top-level RTL, IP-XACT and UPF files. This tool… Read More


Theorem Proving for Multipliers. Innovation in Verification

Theorem Proving for Multipliers. Innovation in Verification
by Bernard Murphy on 07-31-2024 at 6:00 am

Innovation New

An explosion in multiplier types/combinations lacking well-established C reference models for equivalence checking is prompting a closer look at theorem proving methods for verification. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco… Read More


TSMC’s Business Update and Launch of a New Strategy

TSMC’s Business Update and Launch of a New Strategy
by Claus Aasholm on 07-30-2024 at 10:00 am

TSMC Fab Utilization 2024

What looks like a modest market expansion strategy is all but modest.

Insights into the Semiconductor Industry and the Semiconductor Supply Chain.

As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More