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Supply Issues Limit 2021 Semiconductor Growth

Supply Issues Limit 2021 Semiconductor Growth
by Bill Jewell on 05-23-2021 at 10:00 am

Top Semiconductor Revenues 2021

Worldwide semiconductor shipments were $123.1 billion in 1Q 2021, up 3.6% from 4Q 2020 and up 17.8% from a year ago, according to WSTS. The 3.6% quarter-to-quarter growth was the highest for a first quarter since 1Q 2010, eleven years ago. The strong growth in 1Q21 implies strong growth in the following quarters and for the year 2021.… Read More


AMAT Nice Beat Strong Growth for Both 2021 & 2022

AMAT Nice Beat Strong Growth for Both 2021 & 2022
by Robert Maire on 05-23-2021 at 6:00 am

Applied Materials Q2 2021 1

-Strong beat & guide- WFE up in 2021 & 2022-$160B combined
-Taking share in conductor etch & CVD
-Traditional Moore Scaling – No More?
-Foundry Logic leads followed by DRAM with weak NAND

Nice beat & guide & raise
Applied reported revenues of $5.58B with GM of 47.5% resulting in non-GAAP EPS of $1.63. … Read More


Podcast EP21: Leading Edge Analog Design

Podcast EP21: Leading Edge Analog Design
by Daniel Nenni on 05-21-2021 at 10:00 am

Dan is joined by Mark Williams, founder and CEO of Pulsic. The application of shape-based routing to automate analog design is explored. Pulsic’s revolutionary new automated analog layout system, Animate is also discussed. With this system, multiple, high quality, fully routed layouts can be created in minutes from … Read More


CEO Interview: Toshio Nakama of S2C EDA

CEO Interview: Toshio Nakama of S2C EDA
by Daniel Nenni on 05-21-2021 at 6:00 am

Toshio Nakama SemiWiki

Toshio Nakama is the founder and the CEO of S2C and also a strong advocate of FPGA accelerated ASIC/SoC design methodology. Mr. Nakama devotes much of his time in promoting scalable Prototyping/Emulation hardware architecture and defining automated software specifications. He first started his career at Altera in 1997 and … Read More


Upping the Safety Game Plan for Automotive SoCs

Upping the Safety Game Plan for Automotive SoCs
by Rich Collins on 05-20-2021 at 10:00 am

Upping the Safety Game Plan for Automotive SoCs

Thanks to advanced hardware and software, smart vehicles are improving with every generation. Capabilities that once seemed far-off and futuristic—from automatic braking to self-driving at the very pinnacle—are now either standard or within reach. However, considering how vehicle architectures have continued to evolve,… Read More


Architecture Wrinkles in Automotive AI: Unique Needs

Architecture Wrinkles in Automotive AI: Unique Needs
by Bernard Murphy on 05-20-2021 at 6:00 am

Baidu versus Mobileye min

Arteris IP recently spoke at the Spring Linley Processor Conference on April 21, 2021 about Automotive systems-on-chip (SoCs) architecture with artificial intelligence (AI)/machine learning (ML) and Functional Safety. Stefano Lorenzini presented a nice contrast between auto AI SoCs and those designed for datacenters.… Read More


Chip Design in the Cloud – Annapurna Labs and Altair

Chip Design in the Cloud – Annapurna Labs and Altair
by Kalar Rajendiran on 05-19-2021 at 10:00 am

Compute Farm Growth

The above title refers to a webinar that was hosted by Altair on April 28th. Chip design in the cloud is not a new idea. So, what is the big deal with the above title. Sometimes titles don’t reveal the full story. Annapurna Labs happens to be an Amazon company. It used to be an independent semiconductor company that was acquired by Amazon… Read More


NetApp Simplifies Cloud Bursting EDA workloads

NetApp Simplifies Cloud Bursting EDA workloads
by Daniel Nenni on 05-19-2021 at 6:00 am

NetApp Cloud Bursting

Why burst EDA workloads to the cloud
Time to market challenges are nothing new to those of us who have worked in the semiconductor industry.  Each process node brings new opportunities s along with increasingly complex design challenges. 7nm, 5nm and 3nm process nodes have introduced scale, growth, and data challenges at a level… Read More


Extending Moore’s Law with 3D Heterogeneous Materials Integration

Extending Moore’s Law with 3D Heterogeneous Materials Integration
by Tom Dillinger on 05-18-2021 at 10:00 am

nFET Si pFET Ge

A great deal has been written of late about the demise of Moore’s Law.  The increase in field-effect transistor density with successive process nodes has slowed from the 2X every 2 1/2 years pace of earlier generations.  The economic nature of Moore’s comments 50 years ago has also been scrutinized – the reduction in cost per transistorRead More


Enhancing RISC-V Vector Extensions to Accelerate Performance on ML Workloads

Enhancing RISC-V Vector Extensions to Accelerate Performance on ML Workloads
by Kalar Rajendiran on 05-17-2021 at 10:00 am

SuperCharge ML Performance

During the week of April 19th, Linley Group held its Spring Processor Conference 2021. The Linley Group has a reputation for convening excellent conferences. And this year’s spring conference was no exception. There were a number of very informative talks from various companies updating the audience on the latest research and… Read More