– Lam put up good numbers but H2 outlook was flat with unknown 2026
– China remains high & exposed at 35% of biz while US is a measly 6%
– Unclear if this is peak, pause, digestion, technology or normal cycle
– Coupled with ASML soft outlook & stock run ups means profit taking


CEO Interview with Dr. Avi Madisetti of Mixed-Signal Devices
Avi Madisetti is the CEO and Founder of Mixed-Signal Devices, a fabless semiconductor company delivering multi-gigahertz timing solutions. A veteran of Broadcom and Rockwell Semiconductor, Avi helped pioneer DSP-based Ethernet and SerDes architectures that have shipped in the billions. He later co-founded Mobius Semiconductor,… Read More
Alphawave Semi and the AI Era: A Technology Leadership Overview
The explosion of artificial intelligence (AI) is transforming the data center landscape, pushing the boundaries of compute, connectivity, and memory technologies. The exponential growth in AI workloads—training large language models (LLMs), deploying real-time inference, and scaling distributed applications—has … Read More
Materials Selection Methodology White Paper
The Granta EduPack White Paper on Materials Selection, authored by Harriet Parnell, Kaitlin Tyler, and Mike Ashby, presents a practical and educational guide to selecting materials in engineering design. Developed by Ansys and based on Ashby’s well-known methodologies, the paper outlines a four-step process to help learners… Read More
Formal Verification: Why It Matters for Post-Quantum Cryptography
Formal verification is becoming essential in the design and implementation of cryptographic systems, particularly as the industry prepares for post-quantum cryptography (PQC). While traditional testing techniques validate correctness over a finite set of scenarios, formal verification uses mathematical proofs to guarantee… Read More
CEO Interview with Bob Fung of Owens Design
Bob Fung is the CEO of Owens Design, a Silicon Valley company specializing in the design and build of complex equipment that powers high-tech manufacturing. Over his 22-year tenure, Bob has led the development of more than 200 custom systems for world-class companies across the semiconductor, biomedical, energy, and emerging… Read More
Podcast EP301: Celebrating 20 Years on Innovation with yieldHUB’s John O’Donnell
Dan is joined by John O’Donnell, Founder and CEO of yieldHUB, a pioneering leader in advanced data analytics for the semiconductor industry. Since establishing the company in 2005 he has transformed it from a two-person startup into a trusted multinational partner that empowers some of the world’s leading semiconductor companies… Read More
Architecting Your Next SoC: Join the Live Discussion on Tradeoffs, IP, and Ecosystem Realities
Designing a system-on-chip (SoC) has never been more complex—or more critical. With accelerating demands across AI, automotive, and high-performance compute applications, today’s SoC architects face a series of high-stakes tradeoffs from the very beginning. Decisions made during the earliest phases of design—regarding… Read More
CEO Interview with Andrew Skafel of Edgewater Wireless
As the demand for high-capacity, low-latency wireless networks explodes across residential, enterprise, and industrial environments, a Canadian innovator is quietly reshaping the way Wi-Fi works—from the silicon up. Edgewater Wireless (TSXV:YFI/OTC:KPIFF), headquartered in Ottawa, is pioneering a transformative… Read More
CAST Webinar About Supercharging Your Systems with Lossless Data Compression IPs
Much of advanced technology is data-driven. From the cloud and AI accelerators to automotive processing and edge computing, data storage and transmission efficiency are of critical importance. It turns out that lossless data compression is a key ingredient to deliver these requirements.
While there are both software and hardware… Read More
A Quick Tour Through Prompt Engineering as it Might Apply to Debug