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Having spent my entire thirty plus year career in semiconductors and design enablement I have seen quite a change in diversity. When I first started I remember thinking that height and weight was the only diversity here in Silicon Valley. My wife really noticed it when she attended her first Design Automation Conference in 1985 … Read More
At CDNLive Silicon Valley 2018, I talked with Yuval Shay, Director of Product Management of Cadence Custom IC & PCB Group to scope out some more details on the recent Virtuoso product refresh announced earlier in the morning by Cadence Sr. VP & GM of the same group, Tom Beckley.
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Normally press release events with ARM tend to be somewhat arms-length – a canned pitch followed by limited time for Q&A. Through a still unexplained calendar glitch I missed a scheduled call for a recent announcement. To make up I had the pleasure of a 1-on-1 with Hima Mukkamala, GM of IoT cloud services at ARM. Hima is a heavy … Read More
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Intel (INTC) blew away expectations based on strong performance in the data center. Revenues of $16.1B versus street of $15.05B and EPS of $0.93 versus street of $0.72. While revenue was up 9% over prior year, earnings were 50% higher. Guidance is for Q2 revenue of $16.3B and EPS of $0.85 versus street of $15.55B and EPS of $0.81. IOT,… Read More
Samsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B and $19B)….a… Read More
In March, an AI event was held at the Computer History Museum entitled “ASICs Unlock Deep Learning Innovation.” Along with Samsung, Amkor Technology and Northwest Logic, eSilicon explored how these companies form an ecosystem to develop deep learning chips for the next generation of AI applications. There was also a keynote … Read More
5G Wireless, Network Acceleration, Data centers, Machine Learning, Compression, Encryption fueling the Growth
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet