For observers of EDA markets there is an easily overlooked opportunity for new growth. Today around 50% of EDA revenues come from systems rather than semiconductor companies, from datacenters to automotive, aerospace, energy, and others. In most of these industries total system design depends as much on mechanical and other… Read More
2024 Outlook with Justin Endo of Mixel
Mixel is a semiconductor intellectual property (IP) company that we have been working with for 4 years with outstanding results. Mixel’s focus is on developing mixed-signal IP, which includes analog and digital components. These IP cores are often used in applications such as mobile devices, consumer electronics, … Read More
Chiplets Open Pandora’s Box
Chiplets have simplified one area of design but opened pandora’s box on another front. The simulation complexity of each chiplet is lower but now the chiplet-to-chiplet interconnect has become complex. Folks are experimenting with different interconnect protocols, variations of UCIe, modifying UCIe settings, interface… Read More
A Rare Offer from The SHD Group – A Complimentary Look at the RISC-V Market
The web is a wonderful place to find information on almost any topic. While top-level information is easy to find, a deep dive often requires the services of a market research firm. These organizations specialize in “going deep” on many technology topics, offering insights not available with a Google search. And these services… Read More
KLAC- OK Quarter & flat guide- Hopefully 2025 recovery- Big China % & Backlog
– KLAC reported an OK QTR & flat guide-waiting for 2025 recovery?
– China exposure remains both risk & savior & big in backlog
– Wafer inspect strong- Patterning on long slide- PCB biz for sale
– Some bright spots but memory still weak- Foundry/Logic OK
Bumping along the bottom of the cycle
… Read More2024 Outlook with Steve Roddy of Quadric
Quadric Inc. is the leading licensor of general-purpose neural processor IP (GPNPU) that runs both machine learning inference workloads and classic DSP and control algorithms. Quadric’s unified hardware and software architecture is optimized for on-device ML inference. I have know Steve Roddy for many years, he is a high … Read More
LRCX- In line Q4 & flat guide- No recovery yet- China still 40%- Lags Litho
– Lam reported as expected and guided flat- No recovery yet
– Some mix shifts but China still 40% (8X US at 5%)-NVM still low
– HBM is promising but Lam needs a broad memory recovery
– Lam has not seen order surge ASML saw- Likely lagging by 3-4 QTRs
An in line quarter and uninspiring flat guide for Q1
As compared… Read More
Podcast EP205: A Multi-Decade View of Process and Device Innovation at Intel with Paul Fischer
Dan is joined by Paul Fischer. Paul is the director of Chip Mesoscale Processing in Intel’s Components Research. He and his team are currently working on Gallium Nitride for energy efficient power delivery and RF communications, and technologies for heterogeneous monolithic integration.
Paul discusses the innovations… Read More
ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines
– ASML orders more than triple sequentially- Utilization increases
– Management remains conservative with flat revenues 2024 vs 2023
– Recovery will be slow, targeting 2025- Long & weak cyclical bottom
– Litho orders are leading indicator of future wider recovery
Strong orders pave the way for
… Read MoreWhy Did Synopsys Really Acquire Ansys?
Mergers and acquisitions have been a big part of EDA since the beginning. We keep an EDA/IP Mergers and Acquisitions Wiki, it is 13 years old now and has more than one million views. Personally, I have been involved with dozens of acquisitions over my 40 year career, some good, some bad, all are interesting and are an important part … Read More
TSMC 16th OIP Ecosystem Forum First Thoughts