I had the opportunity to preview the upcoming SemiWiki webinar titled: Design Methodologies for Next-Generation Heterogeneously Integrated 2.5/3D-IC Designs. John Park’s message, describing this powerful Cadence solution, really impressed me. That’s why I want to encourage you to register for it and join this SemiWiki … Read More
Samtec Puts AI’s Interconnect Bottleneck on Display at ECOC and AI Infra SummitSamtec is using two major 2026 industry events…Read More
Nvidia Sees AGI While OpenAI Sees DangerJensen Huang’s declaration that “AGI has arrived” is…Read More
Samsung Might Be the Most Unusual Company on EarthSamsung might be the most unusual company on…Read More
TSMC’s 2026 OIP Forum to Spotlight the Technologies Shaping the Next Era of ChipsIt’s that time of year again. Time certainly…Read MoreWhy I’m Lowering Semiconductor Equipment Revenue Growth to -6.9% in 2020
Because of significant $4 billion in equipment pull-ins in Q4 from sales in Asia, I was reducing my semiconductor wafer front-end (WFE) equipment revenue growth from an earlier +5% to 0% in 2020. Now, based on CORVID-19, I am further reducing revenue growth to -6.9%.
Chart 1 also shows the cyclical nature of semiconductors and semiconductor… Read More
Learning to Live with the Gaps Between Design and Verification
Whenever I am asked to explain how chip design works by someone who is unfamiliar with the process, I struggle to explain the different steps in the flow. It also makes me aware of the discrete separations between each phase of activities. Of course, when you speak to a novice it is not even possible to get more than one layer down in the… Read More
A cautionary tale for the digital economy
COVID-19 underscores the importance of US-based production for strategic industries
The COVID-19 pandemic has drawn intense focus on the need to repatriate pharmaceutical manufacturing back to the United States. The increased awareness that a strategic adversary manufactures or controls up to 80% of the active pharmaceutical… Read More
Best Practices for IP Reuse
As someone who was heavily involved with rules for IP reuse for many years, I have a major sense of déja vu in writing again on the topic. But we (in SpyGlass) were primarily invested in atomic-level checks in RTL and gate-level designs. There’s a higher level of best practices in process we didn’t attempt to cover. ClioSoft just released… Read More
Lithography Resolution Limits: Paired Features
As any semiconductor process advances to the next generation or “node”, a sticky point is how to achieve the required higher resolution. As noted in another article [1], multipatterning (the required use of repeated patterning steps for a particular feature) has been practiced already for many years, and many have… Read More
Synopsys is Changing the Game with Next Generation 64-Bit Embedded Processor IP
Synopsys issued a press release this morning that has some important news – Synopsys Introduces New 64-bit ARC Processor IP Delivering Up to 3x Performance Increase for High-End Embedded Applications. At first glance, one could assume this is just an announcement for some new additions to the popular ARC processor family. While… Read More
Webinar on Detecting Security Vulnerabilities in SoCs
As more security related capabilities are added in hardware it is changing the effort required to ensure that SoCs are not prone to attack. Hardware has the initial appeal of creating physical barriers to attack, yet it presents its own difficulties. For one thing, a flaw in a hardware security feature is much harder to fix in the … Read More
What’s New in CDC Analysis?
Synopsys just released a white paper, a backgrounder on CDC. You’ve read enough of what I’ve written on this topic that I don’t need to re-tread that path. However, this is tech so there’s always something new to talk about. This time I’ll cover a Synopsys survey update on numbers of clock domains in designs, also an update on ways to… Read More
I Cancelled My Flight
Three weeks in to the current period of COVID-19 “social distancing” guidelines I have cancelled already-booked flights to Barcelona (cancellation of Mobile World Congress), Austin, Tex. (cancellation of SXSW), and London (cancelled company meeting). So it seemed logical that I’d cancel my flight to … Read More


ASML Has High-NA and Chipmakers Can’t Say No