The Automotive News reported Friday that updated guidance from the Department of Homeland Security’s Cybersecurity and Iinfrastructure Security Agency had identified cars as an essential service. AN reported: “The new guidelines include “workers critical to the manufacturing, distribution, sales,





LRCX Supply constrained by Covid Crisis
Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
NAND solid, China big @ 32%, Foundry remains great
Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More
Key Applications for Chip Monitoring
One of the side benefits of working with SemiWiki is that you get to meet a broad range of people and in the semiconductor industry that means a broad range of very smart people, absolutely. Recently I had the pleasure to meet Richard McPartland of Moortec. Richard and I started in the semiconductor industry at the same time but from… Read More
CEO Interview: Jason Xing of Empyrean Software
It’s been about seven years since Randy Smith last interviewed Jason Xing, the President/CEO of North America for Empyrean Software, so the timing felt good for a fresh update. I’ve been watching Empyrean at DAC for several years now, and have come away impressed with their growth and focus on some difficult IC design… Read More
Using ML Acceleration Hardware for Improved DSP Performance
Some amazing hardware is being designed to accelerate AI/ML, most of which features large numbers of MAC units. Given that MAC units are like the lego blocks of digital math, they are also useful for a number of other applications. System designers are waking up to the idea of repurposing AI accelerators for DSP functions such as … Read More
Tracing Technology’s Evolution with Patents
We live in an age of abundant information. There is a tremendous exchange of ideas crisscrossing the world enabling new innovative type of products to pop up daily. Therefore, in this era there is a greater need to understand competitive intelligence. Corporate companies today are interested in what other competitors are brewing… Read More
Wi-Fi Bulks Up
Wireless discussion these days seems to be dominated by 5G, but that’s not the only standard that’s attracting attention. The FCC just circulated draft rules to dramatically expand bandwidth available to Wi-Fi in the new Wi-Fi 6e standard.
Is this a tragic plea for attention from a once-important standard, now eclipsed by its … Read More
ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays
Covid issues create “lumpy” quarters due to delays
Orders & demand remain solid and strong
2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance
As expected, Covid impacts both shipments & supply chain, ignore the near term lumpiness…
ASML reported revenues… Read More
Accelerating Edge Inference with Flex Logix’s InferX X1
For a long time, memories were the primary technology driver for process development. If you built memories, you got access to cutting-edge process information. If you built other products, this could give you a competitive edge. In many cases, FPGAs are replacing memories as the driver for advanced processes. The technology… Read More
How does TensorFlow Lite on Tensilica HiFi DSP IP Sound?
In all the hubbub about AI/ML, it’s easy to see why visual ML gets more attention. It’s got appeal because of applications such as autonomous driving. Because of this it’s easy to overlook the importance of audio ML. I own a Tesla and putting it into autopilot is very cool, but even it has voice recognition built in as an important feature… Read More
Weebit Nano Moves into the Mainstream with Customer Adoption