Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first… Read More
2024 Outlook with Ben Packman of PQShield
Ben Packman, Senior Vice President at PQShield, leads global expansion through sales and partner growth across multiple vertical markets, alongside taking a lead role in briefing both government and the supply chain on the quantum threat.
Tell us a little bit about yourself and your company.
PQShield is a post-quantum cryptography… Read More
Real men have fabs!
“Real men have fabs” was an insult AMD founder Jerry Sanders hurled at his poor competitors who could not afford to build fabs. A few years later, AMD would be fabless, spinning off its manufacturing facilities as GlobalFoundries. This was the beginning of a transformative period for the industry.
Lisa Su could rightfully retort:
Fault Sim on Multi-Core Arm Platform in China. Innovation in Verification
How much can running on a multi-core (Arm) CPU speed up fault simulation? Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research ideas. As always, feedback welcome.
The Innovation
Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity
There has been much interest in Huawei’s and SMIC’s plans for 5nm production in the near future. Since there is no use of EUV in China, immersion DUV lithography (with a 76 nm pitch resolution) is expected to be used along with pitch quartering to achieve pitches in the 20-30 nm range expected for the 5nm and 3nm nodes [1].… Read More
How Secure-IC is Making the Cyber World a Safer Place
Securing the data and all the associated transactions that comprise our hyper-connected world is a daunting task. Security touches the hardware, software and all the channels connecting every device and every transaction. Threats can be embedded in software, hardware or systems can be compromised externally using a large … Read More
Not all Smartphones are Created Equal
TechInsights recognizes Earth Day 2024 by lifting the screen on smartphone semiconductor sustainability
Smartphones are typically compared based on screen size, processor speed, and camera resolution. But when TechInsights looked at carbon footprints for manufacturing just the semiconductors of three flagship phones,… Read More
Lifecycle Management, FuSa, Reliability and More for Automotive Electronics
Synopsys recently hosted an information rich-webinar, modestly titled “Improving Quality, FuSa, Reliability, and Security in Automotive Semiconductors”. I think they undersold the event; this was really about managing all of those things through the lifecycle of a car, in line with auto OEMs strategies for the future of the… Read More
Podcast EP219: How Synopsys Addresses Debug and Coverage Closure Challenges with Robert Ruiz
Dan is joined by Robert Ruiz, product management director responsible for strategy and business growth of several verification products at Synopsys. Robert has held various marketing and technical positions for leading functional verification and test automation products at various companies including Synopsys, Novas… Read More
ASML- Soft revenues & Orders – But…China 49% – Memory Improving
ASML- better EPS but weaker revenues- 2024 recovery on track
China jumps 10% to 49%- Memory looking better @59% of orders
Order lumpiness increases with ASP- EUV will be up-DUV down
“Passing Bottom” of what has been a long down cycle
Weak revenues & orders but OK EPS
Reported revenue was Euro5.3B and EPS of Euro3.11… Read More
5 Expectations for the Memory Markets in 2025