In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.
With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More
New Intel CEO Pat Gelsinger is not wasting any time in changing the course of the largest semiconductor company the world has ever seen. Today he announced the IDM 2.0 strategy which will better leverage Intel’s manufacturing abilities. There is a lot to talk about here but let’s focus on the new Intel Foundry Services because the… Read More
Automotive electronic content has been growing at an accelerating pace, along with a shift from infotainment toward mission critical functions such as traction control, safety systems, engine control, autonomous driving, etc. The ISO 26262 automotive electronics safety standard evolved to help ensure that these systems… Read More
So you’ve decided to buy a new car? First you need to research, compare, and test drive before you finally get to drive that shiny new car home. Engineering teams choosing their preferred electromagnetic analysis tool face similar challenges. Historically, electromagnetic problems and analysis tools were relegated to a few … Read More
In case you missed it earlier this year, Mentor Graphics the oldest EDA brand officially changed its name to Siemens EDA and launched a new website under its parent Siemens Digital Industries Software.
Under Siemens Digital Industries Software, Siemens EDA adds IC, advanced IC packaging and PCB systems design, verification/validation… Read More
Artificial intelligence (AI) algorithms thirsting for higher performance per watt have driven the development of specific hardware design techniques, including in-memory computing, for system-on-chip (SoC) designs. In-memory computing has predominantly been publicly seen in semiconductor startups looking to disrupt… Read More
On-chip memory (embedded memory) makes computing applications run faster. In the early days of the semiconductor industry, the desire to utilize large amount of on-chip memory was limited by cost, manufacturing difficulties and technology mismatches between logic and memory circuit implementations. Since then, advancements… Read More
An unavoidable consequence of getting older is that more frequently our friends and colleagues unexpectedly leave us for their final venture. Jim Hogan, widely known and loved in the semiconductor industry, has passed on. He will leave a substantial hole in the hearts of many. Always ready with seasoned advice, a sympathetic … Read More
– Micron shuts down once promising XPoint
– Lehi Utah fab to be sold off- Had been a $400M drain
– Unique memory couldn’t follow flash down cost/yield curve
– Savings helps Micron but its now just another memory maker
XPoint “Coulda been a contender”
XPoint should have amounted to more… Read More
Dan takes an in-depth look at Intel with Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors at Bernstein Research. Stacy is an unusual semiconductor analyst as he holds a Ph.D. in chemical engineering from MIT. His substantial technical knowledge allows for a deep dive on Intel that you will find refreshing… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet