Similar to analog circuits, which use EM waves at communications frequencies, components in photonics integrated circuits (PICs), which use EM waves at optical frequencies, are sensitive to layout and manufacturing variations—arguably more so. Similar to their semiconductor counterparts, which transmit information… Read More





Podcast EP242: A View of the Dynamics and Future of the Memory Market with Jim Handy
Dan is joined by Jim Handy of Objective Analysis. Jim is a 35-year semiconductor industry executive and like Dan, a leading industry analyst, speaker, and blogger. Following marketing and design positions at Intel, National Semiconductor, and Infineon, Jim became highly respected as an analyst for his technical depth, accurate… Read More
Synopsys IP Processor Summit 2024
Now that live events are filling up there are even more live events especially here in Silicon Valley. Synopsys, the #1 full IP provider, will host a processor summit here in Santa Clara next month. Given the popularity of anything RISC-V, I would expect this event to be very well attended so be sure and register in advance.
The networking… Read More
The State of The Foundry Market Insights from the Q2-24 Results
If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.
As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More
Weebit Nano is at the Epicenter of the ReRAM Revolution
It’s well known that flash is the embedded non-volatile memory (NVM) incumbent technology. As with many technologies, flash is bumping into limits such as power consumption, speed, endurance and cost. It is also not scalable below 28nm. This presents problems for applications such as AI inference engines that require embedded… Read More
What are Cloud Flight Plans? Cost-effective use of cloud resources for leading-edge semiconductor design
Embracing cloud computing is highly attractive for users of electronic design automation (EDA) tools and flows because of the productivity gains and time to market advantages that it can offer. For Siemens EDA customers engaged in designing large, cutting-edge chips at advanced nanometer scales, running Calibre® design stage… Read More
AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery
- AMAT reports good but underwhelming quarter
- China slowing creates revenue & GM headwinds- ICAPs weak
- AI remains the one and only bright spot in both foundry & memory
- Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y
AMAT came in at revenues of $6.78B… Read More
Podcast EP241: A Look at Agile Analog IP with Chris Morrison
Dan is joined by Chris Morrison, who has over 15 years of experience in delivering innovative analog, digital, power management and audio solutions for International electronics companies, and developing strong relationships with key partners across the semiconductor industry. Currently he is the Director of Product Marketing… Read More
CEO Interview: Anders Storm of Sivers Semiconductors
Anders Storm is the CEO of Sivers Semiconductors. Under his almost decade-long leadership, the company has experienced significant growth, solidifying its position as a key player in the global semiconductor industry. With expertise in wifi communications, 5G, and photonics, he drives the company’s corporate strategy, … Read More
Emerging Memories Overview
This year’s Future of Memory and Storage Conference (formerly the Flash Memory Summit) was again very well attended. The Santa Clara Convention Center is definitely the place to be for a Silicon Valley Conference.
This post is about the Emerging Memories session organized by Dave Eggleston. We will be covering other sessions… Read More
Elon Musk Given CHIPS Act & AI Oversight – Mulls Relocation of Taiwanese Fabs