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ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?

ASML – In Line Qtr but big bookings – Logic Strong! Memory ? EUV?
by Robert Maire on 10-20-2019 at 6:00 am

ASML in line QTR with big Orders
Near term slippage w long term upside
Logic is strong but memory recovery unknown
EUV is finally a reality/commercialized

In line quarter- supplier slippage expected in Q4
Results were revenues of Euro 3B and EPS of Euro 1.49, more or less in line with earnings estimate if a tad bit light in revenue. … Read More


TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution

TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution
by Robert Maire on 10-19-2019 at 6:00 am

TSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!

In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More


The New Silvaco CEO is SURGING!

The New Silvaco CEO is SURGING!
by Daniel Nenni on 10-18-2019 at 6:00 am

One of my great pleasures in the semiconductor industry is meeting the people who have brought us to where we are today, at the forefront of modern life. One of those people is Babak Taheri, now CEO of Silvaco who I spent time with yesterday. Babak started in semiconductors around the same time I did 30+ years ago. He has a PhD in EECS and… Read More


The SiFive Tech Symposiums are Heading To Portland and Seattle Next Week!

The SiFive Tech Symposiums are Heading To Portland and Seattle Next Week!
by Swamy Irrinki on 10-17-2019 at 2:00 pm

We’re confirming seats in Portland and Seattle for the Pacific Northwest leg of our worldwide 2019 SiFive Tech Symposiums. We are pleased to have Mentor, A Siemens Business as our co-host, and Lauterbach, a leader in microprocessor development tools, as our partner in both cities. The Portland symposium will take place Tuesday,… Read More


eSilicon White Paper on Chiplets – Good Read

eSilicon White Paper on Chiplets – Good Read
by Randy Smith on 10-17-2019 at 10:00 am

eSilicon recently released a paper detailing its experiences and its thoughts on the future of chiplets. The author of the white paper is Dr. Carlos Macián. I have also covered a presentation given by Carlos recently at the AI Hardware Summit, and he is well-spoken and quite knowledgeable. To get the white paper, go to the eSiliconRead More


Virtualizing 5G Infrastructure Verification

Virtualizing 5G Infrastructure Verification
by Bernard Murphy on 10-17-2019 at 5:00 am

5G backhaul, midhaul, fronthaul

Mentor have pushed the advantages of virtualized verification in a number of domains, initially in verifying advanced networking devices supporting multiple protocols and software-defined networking (SDN), and more recently for SSD controllers, particularly in large storage systems for data centers. There are two important… Read More


Optimizing High Performance Packages calls for Multidisciplinary 3D Modeling

Optimizing High Performance Packages calls for Multidisciplinary 3D Modeling
by Tom Simon on 10-16-2019 at 10:00 am

For all the time we spend thinking and talking about silicon design, it’s easy to forget just how important package design is. Semiconductor packages have evolved over the years from very basic containers for ICs into very specialized and highly engineered elements of finished electronic systems. They play an important role … Read More


Automating Timing Arc Prediction for AMS IP using ML

Automating Timing Arc Prediction for AMS IP using ML
by Daniel Payne on 10-16-2019 at 6:00 am

Empyrean, Qualib-AI flow

NVIDIA designs some of the most complex chips for GPU and AI applications these days, with SoCs exceeding 21 billion transistors. They certainly know how to push the limits of all EDA tools, and they have a strong motivation to automate more manual tasks in order to quicken their time to market. I missed their Designer/IP Track Poster… Read More


Cadence and Green Hills Share More Security Thoughts at ARM Techcon

Cadence and Green Hills Share More Security Thoughts at ARM Techcon
by Randy Smith on 10-15-2019 at 10:00 am

On Wednesday, October 9, 2019, I had the pleasure of spending the day at ARM Techcon at the San Jose Convention Center. In the morning, in addition to getting some sneak peeks into the exhibitor area, I attended some of the morning keynote presentations, which focused on artificial intelligence (AI) and machine learning (ML) topics.… Read More


Formal in the Field: Users are Getting More Sophisticated

Formal in the Field: Users are Getting More Sophisticated
by Bernard Murphy on 10-15-2019 at 5:00 am

Formal SIG 2019 meeting at Synopsys

Building on an old chestnut, if sufficiently advanced technology looks like magic, there are a number of technology users who are increasingly looking like magicians. Of course when it comes to formal, neither is magical, just very clever. The technology continues to advance and so do the users in their application of those methods.… Read More