LRCX- Coulda been worse but wasn't so relief rally- Flattish is better than downLam put in good quarter with flattish guide-…Read More
From Space-Central to Space-Time Balanced - A Perspective for Moore’s Law 2.0 and A Holistic Paradigm for EmergenceA friend of SemiWiki published an article on…Read More
The RISC-V and Open-Source Functional Verification ChallengeMost of the RISC-V action at the end…Read More
– KLA reported a good QTR but more importantly passing the bottom
– Lead times mean KLA gets orders early in up cycle-just behind ASML
– Potential upside in upcycle as packaging needs more process control
– 2024 2nd half weighted with stronger recovery likely in 2025
When it comes to the security of tomorrow, the time to prepare is today, and at PQShield, we’re focused on shaping the way the digital world is protected from the inevitable quantum threat. We deliver real-world, quantum-safe hardware and software upgrades, and it’s our mission to help modernize the legacy security systems and
We all know power and energy management is a top-of-mind item for many, if not all new system designs. Optimizing system power is a vexing problem. Success requires coordination of many hardware and software activities. The strategies to harmonize operation for high performance and low power are often not obvious. Much… Read More
AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More
The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More
PCB designers can perform pre-route simulations, follow layout and routing rules, hope for the best from their prototype fab, and yet design errors cause respins which delays the project schedule. Just because post-route analysis is time consuming doesn’t mean that it should be avoided. Serial links are found in many PCB designs,… Read More
In today’s rapidly advancing technological landscape, semiconductors are at the heart of innovation across diverse industries such as automotive, healthcare, telecommunications, and consumer electronics. As a leader in technology and engineering, Siemens plays a pivotal role in empowering the next generation … Read More
Ceva is a very focused company. In its words, the leader in innovative silicon and software IP solutions that enable smart edge products to connect, sense, and infer data more reliably and efficiently. You can see some of its accomplishments here. The company has been licensing IP for more than twenty years with more than 17 billion… Read More
– Lam reports another flat quarter & guide- No recovery in sight yet
– Seems like no expectation of recovery until 2025- Mixed results
– DRAM good- NAND weak- Foundry/Logic mixed-Mature weakening
– Clearly disappointing to investors & stock hoping for a chip recovery
The server and enterprise network boundary has seen complexity explode in recent years. What used to be a simple TCP/IP offload task for network interface cards (NICs) is transforming into full-blown network acceleration using a data processing unit (DPU), able to make decisions based on traffic routes, message content, and… Read More
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