TSMC’s CoWoS® Sustainability Drive: Turning Waste into WealthIn a significant example of how high-tech manufacturing…Read More
Taming Advanced Node Clock Network Challenges: Duty CycleAs process nodes advance, circuit behavior becomes progressively…Read More
Portable stimulus has been a hot topic for a couple of years in the EDA and semiconductor industries. Many observers see this approach as the next major advance in verification beyond the Universal Verification Methodology (UVM), and the next step higher in abstraction for specifying verification intent. The basic idea is to … Read More
AI accelerators as engines for object or speech recognition (among many possibilities), are becoming increasingly popular for inference in mobile and power-constrained applications. Today much of this inferencing runs largely in software on CPUs or GPUs thanks to the sheer size of the smartphone market, but that will shift… Read More
I will be at SEMICON / EE Design West on Tuesday, July 9, 2019, and so should you!
Quantum computing will be a hot topic at SEMICON West and on Tuesday, July 9, the IBM Quantum Computer will be on display at the Smart Design Pavilion in the South Hall (Moscone Center) from 10:00am to 5:00pm. It looks like no other computer I have ever… Read More
The “20 Questions with John East” series continues
You wouldn’t think that layoffs would be a subject that I’d want to talk about in my stories of “Silicon Valley the Way I saw it.” The subject is just plain distasteful!! — Still — layoffs were a major part of the valley’s culture back in the day. To give a true picture… Read More
Naveed Sherwani, President and CEO of SiFive, did the keynote for this year’s Silicon Summit. This is one of the premier events for the C level executives in Silicon Valley, absolutely. Naveed is one of the top visionaries for the semiconductor industry and he certainly did not disappoint this time or any other time in my experience.… Read More
The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More
At the SPIE Advanced Lithography Conference Imec presented several design papers and I have had the opportunity to review the papers and speak with the authors. In this summary I am going to address three emerging areas in order of when I think they may be implemented from soonest to latest.
Specifically, I will discuss:
I’m a believer that connectivity for the IoT at scale (the trillions of devices that the industry predicts) has to be cellular. This is partly based on reach, particularly outside urban areas, but is mostly based on the financial implications of that scale. Yes, you can build infrastructure for say local Wi-Fi support with backhaul… Read More
Radio frequency bandwidth has become a precious commodity, with communications companies paying top dollar for prized pieces of the spectrum. However, many radio bands are not often used efficiently. Many existing radio protocols exchange data on a fixed pair of frequencies, tying up those frequencies for other users. When… Read More
2020 capex likely down at least 20% vs 2019 DRAM & NAND price drops versus slowing capacity. Investors happy cause it could have been worse.
Micron reported $1.05 in Non-GAAP EPS beating street consensus of $0.79 by $0.26. While this looks like a big beat, we would remind investors that estimates for the quarter were about… Read More
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