I made it through the Virtual Intel Architecture Day last week and much to my surprise it was very well done. Virtual events have been hit and miss but this one was definitely a hit. Great content, approachable experts, a glitch-free experience. The mainstream media has been redundantly covering it so let me add my many years of experience,… Read More
The 71st International Electron Devices Meeting (IEDM 2025)It is hard to believe this conference is…Read More
TSMC’s 2026 AZ Exclusive Experience Day: Bridging Careers and Semiconductor InnovationIn February of 2026, Taiwan Semiconductor Manufacturing Company…Read More
DAC – The Chips to Systems Conference 2026The Design Automation Chips to Systems Conference is…Read More
Taming Advanced Node Clock Network Challenges: JitterClock jitter rarely fails in obvious ways. In…Read MoreAMAT- Solid QTR & Great Guide- Share gains- Memory?
Higher Foundry/logic exposure helps-
Little or no Covid or China trade impact-
Nice quarter but even better guide-
Applied reported revenues of $4.4B and NonGAAP EPS of $1.06, nicely above street estimates of $4.2B and $0.95 in EPS. Guidance is for revenues $4.6B +-$200M and EPS of $1.17+- $0.06, versus current expectations of… Read More
Uber: Dara’s Distracted Driving
Uber has taken a highly profitable business and turned it into a very unprofitable and dangerous one with the help of the pandemic. With guile, innovation, and theft, Uber founder and pitchman, Travis Kalanick, spun up the ride hailing wonder into a global transportation leader built upon rapid growth and a bare knuckle approach… Read More
NetApp: Comprehensive Support for Moving Your EDA Flow to the Cloud
With this post, we welcome NetApp to the SemiWiki family. NetApp was founded in 1992 with a focus on data storage solutions. Initial market segments were high-performance computing (HPC) and EDA and their first customers were EDA and semiconductor companies. NetApp has become a primary force in on-premise data management for… Read More
CEO Interview: Isabelle Geday of Magillem
Isabelle Geday is the Founder and CEO of Magillem Design Services, headquartered in Paris, France. Isabelle has over 40 years of experience creating innovative platform solutions, in various industries such as oil, telecommunications, IT and EDA. She has a proven track record in managing startup companies internationally,… Read More
Is a US Semiconductor Manufacturing Revival on the Way?
Two bits of recent news has excited people in the semiconductor manufacturing space. First TSMC (bit.ly/384joVr) announced their intention to invest $12 B dollars in a Fab in Arizona. Then came the Corona-driven bipartisan proposed $23B federal government investment in semiconductor manufacturing (nyti.ms/2YZzFqnl). … Read More
Cadence Increases Verification Efficiency up to 5X with Xcelium ML
SoC verification has always been an interesting topic for me. Having worked at companies like Zycad that offered hardware accelerators for logic and fault simulation, the concept of reducing the time needed to verify a complex SoC has occupied a lot of my thoughts. The bar we always tried to clear was actually simple to articulate… Read More
RISC-V SDKs, from IP Vendor or a Third Party?
Like many of us, I’m a fan of open-source solutions. They provide common platforms for common product evolution, avoiding a lot of unnecessary wheel re-invention, over and over again. Linux, TensorFlow, Apache projects, etc., etc. More recently the theme moved into hardware with OpenCores and now the RISC-V ISA. All good stuff.… Read More
CEO Interview: Ted Tewksbury of Eta Compute
Tell me about Eta Compute’s vision?
We envision a world where intelligent devices at the network edge make everyones’ lives safer, healthier, more comfortable, and convenient without sacrificing privacy and security.
How do you hope to achieve this?
We achieve this by providing the lowest power and most energy efficient machine… Read More
Should India Invest in Semiconductor Manufacturing?
Cyber security, economic growth, government leadership and industry support must be weighed
The debate
A healthy public debate is underway as to whether India should invest in semiconductor manufacturing. PVG Menon, former chair of the India Electronics and Semiconductor Association, supports the objective as part of a full… Read More



The Risk of Not Optimizing Clock Power