I attended one of the Arm partner events in Cambridge many years ago, when they first talked about the coherent hub for managing cache coherence. I was impressed, but the obvious question even then was how any non-Arm IP was going to hook into this hub. They had a solution, of course, the ACE interface, and I left satisfied. As is the … Read More





Clarity 3D Transient Solver Speeds Up EMI/EMC Certification
Cadence made waves a while back with its innovative Clarity 3D Solver, a FEM solver for near field EM analysis. Now they are shaking things up with their new far field Clarity 3D Transient Solver. System level EMI and EMC analysis has often exceeded the limits of simulation tools, leading to expensive and time-consuming prototype… Read More
Coronavirus Remains Good for Semiconductors but not China
- LCRX puts up a solid QTR and slightly soft guidance
- China Concerns weigh on future but COVID remains driver
- Memory spend could be better & help offset China
Solid September Quarter
Lam reported Non GAAP EPS of $5.67 versus $5.19 street and Revenues of $3.18B which was $70M better than street expectations. Lam obviously does … Read More
Intel TSMC Update!
Based on the Intel investor call yesterday here are some interesting comments Bob Swan made related to Intel outsourcing manufacturing and 7nm progress. Let’s start with the prepared statement:
Bob Swan: “Over the last couple of years, we have been focused on three critical priorities; improving our execution to strengthen … Read More
CEO Interview: Andreas Kuehlmann of Tortuga Logic
You may remember Andreas from his time at Synopsys, where he led the new Software Integrity Business Unit. He joined Tortuga Logic a couple of months ago to lead the company. Given his background in software security, I was eager to get a CEO interview. Andreas is a EE with background at IBM in the PowerPC and EDA. He directed Cadence… Read More
Flex Logix Brings AI to the Masses with InferX X1
In April, I covered a new AI inference chip from Flex Logix. Called InferX X1, this part had some very promising performance metrics. Rather than the data center, the chip focused on accelerating AI inference at the edge, where power and form factor are key metrics for success. The initial information on the chip was presented at … Read More
Low Energy Intelligence at the Extreme Edge
Intelligence at the edge is a hot topic these days. Not having to go all the way to the cloud to recognize objects, faces, speech and so on. But I find promoters can be rather fuzzy about what they mean by “the edge”. For many, intelligence at the edge means intelligence closer to the edge than the cloud. In a gateway for example. Not actually… Read More
Israel and Automotive Safety. More Active Than You May Think.
CadenceLIVE ran a session recently in Europe which I thought would be interesting to check out, especially around automotive needs. The live sessions were too early/late for me (middle of the night) and sadly the talks I really wanted to hear weren’t recorded. Instead, I dug around for updates on automotive electronics in Europe.… Read More
Synopsys Teams with IBM to Increase AI Compute Performance 1,000X by 2029
Anyone who frequents SemiWiki will likely know Moore’s Law. The prediction made by Gordon Moore over 50 years ago regarding the relentless increase in transistor density and reduction in cost has tracked well for a very, very long time. In recent years, there has been spirited discussion about the end of Moore’s Law. This is a discussion… Read More
The Most Interesting CEO in Semiconductors!
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet