When a Platform Provider Becomes a Competitor: Why Arm’s Silicon Strategy Changes the IncentivesMarc Evans, Director of Business Development & Marketing,…Read More
yieldHUB Expands Its Impact with New Technology and a New WebsiteyieldHUB is a unique company that focuses on…Read More
Architecting Intelligence: The Rise of RISC-V CPUs in Agentic AI InfrastructureSiFive’s newly announced $400 million Series G financing…Read More
Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed SeaIntel, Musk, and the Tweet That Launched a…Read More
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:
– 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
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
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.
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
– 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
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
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
You might have heard of the Multicore and Multiprocessor SoC (MPSoC) Forum sponsored by IEEE and other industry associations and companies. This group of top-notch academic and industry technical leaders gets together once a year to talk about hardware and software architecture and applications for multicore and multiprocessor… Read More
Taiwan and Korea represented 43% and 44% respectively with China at 15% and Japan and the US in the far distance.
ASML a tidal wave of orders
On the call management talked about logic potentially being up 30% in 2021 and memory being up potentially 50%. While we thing foundry/logic will clearly be on fir we think memory will lag a bit.… Read More
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Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea