CEO Interview with Jun Yuan of Arcas-TechJUN YUAN BIO ◆Engineer for chip design, simulation,…Read More
ChipNexus Brings Agentic AI into Established Analog Design FlowsChipNexus has introduced its NEX Analog Agent, bringing…Read More
Delivering Silicon Systems Through AI Disruption, Part 2: The ConductorConductor: the person who keeps every section of…Read More
WEBINAR: Porting, Analysing & Optimising AI Models onto Edge GPUsModern AI models are opening up new possibilities…Read More
Interview with David Tester VP of Engineering Mach42David Tester is the VP of Engineering at…Read More
If, like me, you’ve been paying too little attention to historically less glamorous areas of chip design like packaging, you’ll wake up one day and realize just how much things have changed and continue to advance and how interesting it’s become.
One of the main drivers here is the increasing use of chiplets to counter the decreasing… Read More
It seems as if every day brings news of yet another company that is using artificial intelligence to leverage smartphone data for “non-invasive” analytics of human movement. Our smartphones and smartwatches and fitbits can detect whatever activity we are doing, how well or poorly we are doing it, how it is affecting our mood, … Read More
-Business will “drift down” over the course of 2023
-Not just memory is weak- China issue, foundry/logic slowing
-March guide worse than expected (Like Lam)
-Backlog likely saw push outs & cancelations but still long
Much as we saw with Lam, KLA reported a beat on the December quarter… Read More
Dan is joined by Anand Nambiar, Executive Vice President and Global Head of Semiconductor Materials at EMD Electronics, the North American Electronics business of Merck KGaA, Darmstadt, Germany. Anand has over 23 years’ experience in the semiconductor industry. His previous roles include Associate Director – Quality… Read More
-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage
Not all that surprisingly Hynix reported… Read More
The first annual Chiplet Summit was held last week in San Jose and I must say it exceeded my expectations, but I have some advice for the participating speakers and sponsoring companies. A good portion of the content was on WHY chiplets and not HOW. I think we have progressed passed this point and if we keep dwelling on it we will delay… Read More
-Samsung said its not reducing its capex despite downturn
-A clear indication they want to take share/kill Micron & others
-Is the US government subsidizing predatory chip behavior?
-The last US memory chip maker is clearly threatened
Samsung released its earnings which were the… Read More
Quantum Computing is the area of study focused on developing computer technology based on the principles of quantum theory. Tens of billions of public and private capitals are being invested in Quantum technologies. Countries across the world have realized that quantum technologies can be a major disruptor of existing businesses… Read More
When one is looking for a job and that hunt extends from weeks into months or even years one is inclined to default to an any-port-in-a-storm mindset. Some recent experiences suggest to me that that mentality may need a reevaluation.
I was surprised to learn recently, from conversations with industry acquaintances, that one’s… Read More
-US, Japan & Dutch agree to embargo some China chip equip
-Goes beyond just leading edge & will increase negative impact
-China might catch up in decades or invade Taiwan tomorrow
-Why the memory downturn could be longer than expected
It appears that the US has put together a coalition of the US, Japan and… Read More
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The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival