On October 20 at the Linley Fall Processor Conference, GLOBALFOUNDRIES made a compelling case for designing smarter, not smaller AI chips. The virtual conference was filled with presentations on the latest architectures and chips for all types of AI/ML applications. It was therefore a refreshing change of pace to hear the fab… Read More





Are TSMC and Intel Partnering in Arizona?
After months of back and forth TSMC finally announced plans to build a fab in Arizona. The announcement was not made in the press or on the most recent investor call but on LinkedIn. A sign of the times I guess but since they need to hire a bunch of semiconductor people it was more than appropriate.
“We’re delighted to catch up with you … Read More
Elon Musk’s Aspirational Automation
Tesla Motors kicked off the release of its latest earnings with news of record results and the release of the company’s Full Self Driving beta. Leading up to the earnings, most attention was focused on whether Tesla will meet its original target of 500,000 vehicle shipments this year in spite of the negative impact of the pandemic.
Downplaying SMIC – Uplaying TSMC
- KLAC sports solid QTR & Guide- Foundry & Logic drivers
- Management remains dismissive of SMIC embargo
- Execution & financials are solid but macro headwinds remain
- Nice September Quarter
KLA reported revenue of $1.54B and Non GAAP EPS of $3.03 versus street expectations of $1.49B and EPS of $2.77. Guidance is for revenues… Read More
Free Webinar on SPICE Simulation
The world of SPICE simulators is one filled with compromises. Typically, it is possible to choose the highest accuracy and pay a performance and capacity penalty, or to choose high speed and capacity but give up accuracy in the process. Many semiconductor companies have been turning to Primarius Technologies to help escape these… Read More
Nvidia Arm Acquisition Talking Points
Before founding SemiWiki I competed with Arm on many different levels throughout my career and I have had various business dealings with them since. SemiWiki also published the definitive book on Arm: “Mobile Unleashed” which goes deep into the history of Arm and the top SoC companies (Qualcomm, Apple, and Samsung).… Read More
Mentor User2User Virtual Event 2020!
Now that we have gone virtual, life has never been easier, for me anyway. There are literally events every day beamed into my living room. The question is which should I attend? The answer is I should attend the ones with the most customer-based content, which is what User2User is all about. I will miss attending this one live as it was… Read More
Automating the Design of Flat Panel Displays
I’ve used OLED (Organic Light-Emitting Diode) displays for many years in my monitors, laptops, tablets, e-readers and smart phones; and knew that the AMOLED (Active-Matrix OLED) displays used thin-film transistor technology where each pixel can be controlled, but I hadn’t considered the actual design process… Read More
Sensor Fusion in Hearables. A powerful complement
I must admit I’m impressed with how CEVA is pulling together foundational solutions for advanced consumer electronics. This through their own technologies (DSP, audio, vision, neural nets) and a rapid pace of partnerships, investments and acquisitions. Off the top of my head, I remember recent announcements on Immervision… Read More
How ML Enables Cadence Digital Tools to Deliver Better PPA
There has been a lot written about artificial intelligence/machine learning (AI/ML) and its application in the Cadence digital design flow. Most recently, I covered significant verification efficiency improvements in Xcellium ML. A recent digital-themed white paper from Cadence takes a broader look at the impact of ML on… Read More
Weebit Nano Moves into the Mainstream with Customer Adoption