In the heat of a presidential campaign, especially one with 19 competing candidates, the contenders may get carried away in the interest of getting attention and, presumably, attracting supporters. Beto O’Rourke might be accused of such rhetorical excess for his call, in the third Democratic Party debate, for a mandatory Federal




Micron Mired in Murky Memory Market – Cutting Capex 30%- 2020 Challenging
- Solid Quarter but soft Outlook
- Recovery Slow- Future Cost Downs Harder
- Demand slightly ahead of supply-Shelf Stuffed?
- Bouncing along the Bottom of the Cycle
Results ahead of expectation but guide behind expectation
Quarterly results were slightly better than street expectations at $0.56 EPS and $4.87B in revenues however … Read More
GLOBALFOUNDRIES Ready for IPO in 2022?
Hard to believe but it’s the 10th anniversary of Globalfoundries. What a journey this has been. It truly has been an honor to work with GF over the years as they invested many billions of dollars in the fabless semiconductor ecosystem and added a colorful chapter in semiconductor history, absolutely.
We have written hundreds of … Read More
Chapter Twelve – The Future
Content of this book has focused upon predictability of trends in the semiconductor industry based upon past trends, experience and ratios. What about newly emerging applications of semiconductors? After all, the entire history of the semiconductor industry is driven by emergence of new applications.
Artificial Intelligence… Read More
AI Hardware Summit, Report #1: Doing More to Cost Less
I recently had the pleasure of attending the AI Hardware Summit at the Computer History Museum in Mountain View, CA. This two-day conference brought together many companies involved in building artificial intelligence solutions. Though the focus was on building the hardware for this area, there was naturally much discussion… Read More
Virtually Verifying SSD Controllers
Solid State Drives (SSDs) are rapidly gaining popularity for storage in many applications, in gigabytes of storage in lightweight laptops to tens to hundreds of terabyte drives in datacenters. SSDs are intrinsically faster, quieter and lower-power than their hard disk-drive (HDD) equivalents, with roughly similar lifetimes,… Read More
High-Speed PHY IP for Hyperscale Data Centers
A new designation has recently entered the vernacular of the computing industry – a hyperscale data center. The adjective hyperscale implies the ability of a computing resource to scale corresponding to increased workload, to maintain an appropriate quality of service.
The traditional enterprise data center is often characterized… Read More
How Should I Cache Thee? Let Me Count the Ways
Caching intent largely hasn’t changed since we started using the concept – to reduce average latency in memory accesses and to reduce average power consumption in off-chip reads and writes. The architecture started out simple enough, a small memory close to a processor, holding most-recently accessed instructions and data … Read More
Semiconductors back to growth in 2020
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
Webinar of Recent NCTU CDM/ESD Keynote Talk by Dundar Dumlugol – Thursday September 26th
With many design teams still searching for an effective means of identifying Charged Device Model (CDM) issues early in the design process, it comes as no surprise that events on this topic generate a lot of interest and are well attended. In July Magwel’s CEO Dr. Dundar Dumlugol had the honor of being invited by Professor Ming-Dou… Read More
Alchip’s Technology and Global Talent Strategy Deliver Record Growth