Events EDA2025 esig 2024 800X100

LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?

LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?
by Robert Maire on 04-29-2024 at 8:00 am

4d60ca863c5f696715ba448c97835bec

– Lam reports another flat quarter & guide- No recovery in sight yet
– Seems like no expectation of recovery until 2025- Mixed results
– DRAM good- NAND weak- Foundry/Logic mixed-Mature weakening
– Clearly disappointing to investors & stock hoping for a chip recovery

Another Flat Quarter &
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WEBINAR: The Rise of the DPU

WEBINAR: The Rise of the DPU
by Don Dingee on 04-29-2024 at 6:00 am

why use DPUs

The server and enterprise network boundary has seen complexity explode in recent years. What used to be a simple TCP/IP offload task for network interface cards (NICs) is transforming into full-blown network acceleration using a data processing unit (DPU), able to make decisions based on traffic routes, message content, and… Read More


Podcast EP220: The Impact IQE’s Compound Semiconductors Are Having on the Industry with Dr. Rodney Pelzel

Podcast EP220: The Impact IQE’s Compound Semiconductors Are Having on the Industry with Dr. Rodney Pelzel
by Daniel Nenni on 04-26-2024 at 10:00 am

Dan is joined by Dr. Rodney Pelzel, he has over 20 years of experience in the semiconductor industry, with deep expertise in semiconductor materials engineering and the epitaxial growth of compound semiconductors. Dr. Pelzel joined IQE as a Production Engineer in 2000 and is now head of R&D and is tasked with creating unique… Read More


CEO Interview with Clay Johnson of CacheQ Systems

CEO Interview with Clay Johnson of CacheQ Systems
by Daniel Nenni on 04-26-2024 at 6:00 am

Clay Johnson CacheQ CEO

Clay Johnson has decades of executive experience in computing, FPGAs and development flows, including serving as vice president of the Xilinx (now AMD) Spartan Business Unit. He has a vision to enable the next phase of computing.

Tell us about CacheQ.
CacheQ is a little over six years old and we have about 10 people. We focus on application… Read More


Alphawave Semi Bridges from Theory to Reality in Chiplet-Based AI

Alphawave Semi Bridges from Theory to Reality in Chiplet-Based AI
by Bernard Murphy on 04-25-2024 at 10:00 am

Alphawave Semi min

GenAI, the most talked-about manifestation of AI these days, imposes two tough constraints on a hardware platform. First, it demands massive memory to serve large language model with billions of parameters. Feasible in principle for a processor plus big DRAM off-chip and perhaps for some inference applications but too slow … Read More


Design Stage Verification Gives a Boost for IP Designers

Design Stage Verification Gives a Boost for IP Designers
by Mike Gianfagna on 04-25-2024 at 6:00 am

Design Stage Verification Gives a Boost for IP Designers

The concept of shift left is getting to be quite well-known. The strategy involves integrating various checks typically performed later in the design process into earlier stages. The main benefit is to catch and correct defects or errors at an earlier stage when it’s easier and faster to address. For complex SoC design, … Read More


Intel High NA Adoption

Intel High NA Adoption
by Scotten Jones on 04-24-2024 at 6:00 pm

High NA EUV Final Pre Briefing Deck 4.15.24 embargoed til 4.18 at 7am PT (1) Page 07

On Friday April 12th Intel held a press briefing on their adoption of High NA EUV with Intel fellow and director of lithography Mark Phillips.

In 1976 Intel built Fab 4 in Oregon, the first Intel fab outside of California. With the introduction of 300mm Oregon became the only development site for Intel with large manufacturing, development,… Read More


Electronics Turns Positive

Electronics Turns Positive
by Bill Jewell on 04-24-2024 at 4:00 pm

Semiconductor Intelligence 1

Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first… Read More


2024 Outlook with Ben Packman of PQShield

2024 Outlook with Ben Packman of PQShield
by Daniel Nenni on 04-24-2024 at 10:00 am

Ben Packman PQShield

Ben Packman, Senior Vice President at PQShield, leads global expansion through sales and partner growth across multiple vertical markets, alongside taking a lead role in briefing both government and the supply chain on the quantum threat.

Tell us a little bit about yourself and your company.
PQShield is a post-quantum cryptography… Read More


Real men have fabs!

Real men have fabs!
by Claus Aasholm on 04-24-2024 at 8:00 am

Semiconductor Ecosystem

“Real men have fabs” was an insult AMD founder Jerry Sanders hurled at his poor competitors who could not afford to build fabs. A few years later, AMD would be fabless, spinning off its manufacturing facilities as GlobalFoundries. This was the beginning of a transformative period for the industry.

Lisa Su could rightfully retort:

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