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- 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
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
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
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
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
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
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
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
Although our family has down-sized to just one vehicle, my dream car is still a Tesla, both because it’s an EV and they have a vision for autonomous vehicles. At the recent Arm DevSummit I watched a fireside chat with Alexander Hitzinger, CEO of Artemis, the skunkworks at Audi, part of the Volkswagen Group. I knew that Audi … Read More
Covering configurable systems is a challenge. What’s a good strategy to pick a small subset of settings and still get high confidence in coverage? Paul Cunningham (GM, Verification at Cadence), Jim Hogan and I continue our series on research ideas, here an idea from software testing which should also apply to hardware. Feel free… Read More
Advancing Automotive Memory: Development of an 8nm 128Mb Embedded STT-MRAM with Sub-ppm Reliability