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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
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.
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Covid issues create “lumpy” quarters due to delays
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2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance
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ASML reported revenues… Read More
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
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
In the technology industry, we’re all used to the hype about the latest and greatest. Semiconductor IP participates in the over-drive news cycle from time to time as well. So, when I see a company that has real, solid credentials but has resisted the temptation to over-hype, it gets my attention. I had an experience like this recently… Read More
Last-level cache seemed to me like one of those, yeah I get it, but sort of obscure technical corners that only uber-geek cache specialists would care about. Then I stumbled on an AnandTech review on the iPhone 11 Pro and Max and started to understand that this contributes to more than just engineering satisfaction.
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I couldn’t attend the SPIE Advanced Lithography Conference this year for personal reasons, but last week Mike Lercel of ASML was nice enough to walk me through the major ASML presentations from the conference.
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Good news is good to hear, particularly these days! The behavior of the Design IP market in 2019 is extremely positive, when the semiconductor market has seen a decline worst than in 2009 (economy crisis) or 2001 (internet bubble collapse). Analysis this 5.2% growth in detail will help to understand the future of the IP market, as… Read More
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The stocks declines over the last months seem to indicate… Read More
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AI Bubble?