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You know you have a problem when 60 Minutes covers it!

You know you have a problem when 60 Minutes covers it!
by Robert Maire on 05-03-2021 at 2:00 pm

60 Minutes Chip Shortage

-Chip shortage on 60 Minutes- Average Joe now aware of chip issue
-Intel sprinkling fairy dust (money) on New Mexico & Israel
-Give up on buy backs and dividends
-Could Uncle Sam give a handout to Intel?

You normally don’t want to answer the door if 60 Minutes TV crew is outside as it likely doesn’t mean good things.… Read More


Synopsys Debuts Major New Analog Simulation Capabilities

Synopsys Debuts Major New Analog Simulation Capabilities
by Tom Simon on 05-03-2021 at 10:00 am

Synopsys analog simulation

Just prior to this year’s Synopsys User Group (SNUG) meeting, I had a call with Hany Elhak, Group Director of Product Management and Marketing at Synopsys, to talk about their latest announcements for analog simulation. Synopsys usually has big things to talk about each year around this time – this year is no exception. Hany… Read More


Intel’s EMIB Packaging Technology – A Deep Dive

Intel’s EMIB Packaging Technology – A Deep Dive
by Tom Dillinger on 05-03-2021 at 6:00 am

EMIB configurations

The evolution of low-cost heterogeneous multi-chip packaging (MCP) has led to significant system-level product innovations.  Three classes of MCP offerings have emerged:

  • wafer-level fan-out redistribution, using reconstituted wafer substrates of molding compound as the surface for interconnections between die (2D)
Read More

KLAC- Great QTR & Guide- Foundry/logic focus driver- Confirms $75B capex in 2021

KLAC- Great QTR & Guide- Foundry/logic focus driver- Confirms $75B capex in 2021
by Robert Maire on 05-02-2021 at 10:00 am

KLAC Foundry Logic

– KLA put up an excellent quarter and Guide
– Rising above the increasing tide of orders
– Confirms $75B capex in 2021 with upside
– Foundry & Logic continue to be the sweet spot for KLA

Business is very very good and getting better

-Revenues came in at $1.8B with EPS of $3.85, all above the range
-Guidance… Read More


Ireland – A Model for the US on Technology

Ireland – A Model for the US on Technology
by Scotten Jones on 05-02-2021 at 6:00 am

Slide1 2

After I published a recent article about Intel, I was contacted by the Irish Development Agency (IDA) where Intel has a large fab presence and asked if I would like to interview them about the Intel site. The interview with Turlough McCormack of the IDA, started with Intel’s presence in Ireland but then went on to paint an interesting… Read More


Podcast EP18: The Story Behind Combining Methodics and Perforce

Podcast EP18: The Story Behind Combining Methodics and Perforce
by Daniel Nenni on 04-30-2021 at 10:00 am

Dan and Mike are joined by Simon Butler, founder of Methodics and Brad Hart, CTO of Perforce. We explore the acquisition of Methodics by Perforce, including motivation, strategy and a look to the future. We also discuss some of the history of Methodics and how they became successful.

For further discussion, visit their blog TheRead More


CEO Interview: Rich Weber of Semifore, Inc.

CEO Interview: Rich Weber of Semifore, Inc.
by Daniel Nenni on 04-30-2021 at 6:00 am

Rich Weber

Rich Weber co-founded Semifore in 2006 with Jamsheed Agahi. Rich has a long history of complex chip and system design at companies including Data General, Stardent, Silicon Graphics, StratumOne and Cisco Systems. He received an MS in Electrical Engineering and a BS in Computer Engineering from the University of Illinois, Urbana-Champaign.… Read More


Lam Research performing like a Lion – Chip equip on steroids

Lam Research performing like a Lion – Chip equip on steroids
by Robert Maire on 04-29-2021 at 10:00 am

NASDAQ LRCX LAM

– Business is about as good as it gets- $75B WFE in 2021?
– China remains strong at 32% despite SMIC lack of license
– NAND remains 48% of revs versus 31% foundry
– DRAM steady @ 14% – Service was record $1.3B

Strong results in a strong market

Lam reported revenues of $3.85B and EPS of $7.49 for the March… Read More


Accelerating Cache Coherence Verification

Accelerating Cache Coherence Verification
by Bernard Murphy on 04-29-2021 at 6:00 am

Cache coherence checking min

It would be nice if there were a pre-packaged set of assertions which could formally check all aspects of cache coherence in an SoC. In fact, formal checks do a very nice job for the control aspects of a coherent network. But that covers only one part of the cache coherence verification task. Dataflow checks are just as important, where… Read More


Chip Shortage, COVID-19 Unmasks Transit Gaps

Chip Shortage, COVID-19 Unmasks Transit Gaps
by Roger C. Lanctot on 04-28-2021 at 10:00 am

Chip Shortage COVID 19 Unmasks Transit Gaps

I haven’t traveled a lot during the COVID-19 pandemic, but I have flown a few times around the U.S. As a former frequent flyer I pride myself on anticipating most travel circumstances and not being surprised or blindsided, but two recent visits to Austin, Texas, changed that when I couldn’t find a rental car.

It was just 12 months … Read More