You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please,
join our community today!
Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.
Before I dig into specific process density… Read More
Anyone who has started a company knows that landing the seed round of investment is just the beginning. There are many decisions to face. When to start building a sales team? What parts of the company’s infrastructure to outsource? How to price and promote your product? These are just a few of the questions to be answered. If your… Read More
During the COVID-19 pandemic I’m using Zoom and attending more webinars to keep updated on semiconductor industry trends, and one huge trend is the importance of AI applied to SoCs. Using more cores to handle ML and DL makes sense, but then how do you keep the chips within their power and reliability limits while at the same … Read More
The nexus of complexity in SoC design these days has to be in automotive ADAS devices. Arteris IP highlighted this in the Linley Processor Conference recently where they talked about an ADAS chip that Toshiba had built. This has multiple vision and AI accelerators, both DSP and DNN-based. It is clearly aiming for ISO 26262 ASIL D … Read More
About 90 days ago, Synopsys completed the acquisition of certain IP assets from eSilicon. The remaining entirety of eSilicon was acquired by Inphi Corporation. I was the VP of marketing at eSilicon during that acquisition so it’s very interesting to me to find out how things are going with those certain IP assets. I got an opportunity… Read More
Before the advent of RISC-V, designers looking for embedded processors were effectively limited to a handful of proprietary processors using ISAs from decades ago. While the major ISAs are being updated and enhanced, they also are facing limitations from many decisions made over many years. RISC-V was conceived with a clean… Read More
The video conference company Zoom has skyrocketed to new heights and plummeted to new lows in the past few weeks. It is one of the handful of communications applications that is perfectly suited to a world beset by quarantine actions, yet has fallen far from grace because of poor security, privacy, and transparency. Governments,… Read More
The Automotive News reported Friday that updated guidance from the Department of Homeland Security’s Cybersecurity and Iinfrastructure Security Agency had identified cars as an essential service. AN reported: “The new guidelines include “workers critical to the manufacturing, distribution, sales,
…
Read More
Lam Q1 revenue soft by roughly 15% due to supply side
Demand remains solid for Q2 but beyond that, dubious
No guide but Q2 could be => Q1 revenues
NAND solid, China big @ 32%, Foundry remains great
Lam reported a solid quarter but light on revenues…
It was no surprise that Lam reported revenues of $2.5B versus their original… Read More
One of the side benefits of working with SemiWiki is that you get to meet a broad range of people and in the semiconductor industry that means a broad range of very smart people, absolutely. Recently I had the pleasure to meet Richard McPartland of Moortec. Richard and I started in the semiconductor industry at the same time but from… Read More
TSMC CoPoS Versus Intel EMIB Semiconductor Packaging