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WEBINAR REPLAY: ClioSoft Facilitates Design Reuse with Cadence® Virtuoso®

WEBINAR REPLAY: ClioSoft Facilitates Design Reuse with Cadence® Virtuoso®
by Daniel Nenni on 10-23-2019 at 10:00 am

In September, ClioSoft gave a SemiWiki webinar titled, Reusing Your IPs & PDKs Successfully With Cadence® Virtuoso®. I was happy to be the moderator of this webinar, having had the chance to work with ClioSoft’s team over many years. The webinar was informative while also being very time efficient. I think it is important for… Read More


LRCX – A recovery without memory? Korea share gain? TSMC bonus?- all upside

LRCX – A recovery without memory? Korea share gain? TSMC bonus?- all upside
by Robert Maire on 10-23-2019 at 6:00 am

LAM will likely bounce on Korea gains & TSMC
Memory still sucks but TSMC is hot!
Korea upside from share gains?
Japan/Korea – The “Beer Barometer”

Looks like a good Q3….
We think when Lam reports their Q3 this wednesday it will likely be a positive catalyst for the stock as we think the report will be better… Read More


Statistically speaking you probably care about On-chip Variation

Statistically speaking you probably care about On-chip Variation
by admin on 10-22-2019 at 10:00 am

There are some metaphorical similarities between reaching timing signoff and driving a car to your destination. Most of us get in the car, turn the key and push the gas pedal to make it go. While we might have a cursory understanding of what makes it go, there are actually a lot of “moving part” under the hood in each instance. For most… Read More


Safety and Platform-Based Design

Safety and Platform-Based Design
by Bernard Murphy on 10-22-2019 at 5:00 am

Safety infrastructure in platform design

I was at Arm TechCon as usual this year and one of the first panels I covered was close to the kickoff, hosted by Andrew Hopkins (Dir System Technology at Arm), Kurt Shuler (VP marketing at Arteris IP) and Jens Benndorf (Managing Dir and COO at Dream Chip Technologies). The topic was implementing ISO 26262-compliant AI SoCs with Arm… Read More


GLOBALFOUNDRIES and Arm Showcase Broad Range of Partnership

GLOBALFOUNDRIES and Arm Showcase Broad Range of Partnership
by Randy Smith on 10-21-2019 at 10:00 am

I previously blogged on the GLOBALFOUNDRIES (GF) Technology Conference (GTC) held in Santa Clara, CA. The main takeaway that I shared in that blog was that GF’s announced “pivot” to a specialty foundry announced over a year ago, including its decision not to pursue 7nm and smaller nodes, appears to be working and GF is gaining momentum.… Read More


WEBINAR: PAVE360 Validating Autonomous Vehicle Behavior

WEBINAR: PAVE360 Validating Autonomous Vehicle Behavior
by Daniel Nenni on 10-21-2019 at 6:00 am

Siemens Mentor recently announced PAVE360™, a very cool comprehensive pre silicon simulation environment. Autonomous cars are very popular here in Silicon Valley and quite safe on the highways since the average speed is 25mph (horrible traffic). In the city you need autonomous parking unless you want to waste precious time … Read More


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