When a Platform Provider Becomes a Competitor: Why Arm’s Silicon Strategy Changes the IncentivesMarc Evans, Director of Business Development & Marketing,…Read More
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Wally Rhines (President and CEO of Mentor, A Siemens Business) has been pushing a contrarian view versus the conventional wisdom that the semiconductor business, and by extension EDA, is slowing down. He pitched this at DVCon and more recently at U2U where I got to hear the pitch and talk to him afterwards.
What causes maturing is… Read More
The recent fatal accident involving an UBER autonomous car, was reportedly not caused – as initially assumed – by a failure of the many sensors on the car to recognize the cyclist. It was instead caused by a failure of the software to take the right decision in regard to that “object”. The system apparently… Read More
AnaGlobe Technology, Inc. is a leader in layout integration solutions that have been adopted by world-wide technology leading companies including the foundries, fabless, design services, packaging, panel, and IP companies. I know several of Anaglobe’s customers and am happy to work with them, absolutely.
The following… Read More
We may know the top, do we know the bottom? What is the downside in NAND, DRAM, Foundry. Can China help or is risk worse than upside?
It would appear that our concerns in our preview piece prior to the AMAT call came true as the stock now has a “4” handle, NAND is in question and display is down.
However its not like business … Read More
“Puts & Takes” “Reduced NAND Expectations” 2019 to be down from 2018. Applied Materials reported a good quarter coming in at $1.22 EPS and $4.567B in revenues versus street of $1.14 and $4.45B.
However if we back out the buy back of 4% it would have been around $1.17 so a slight beat. Guidance was for … Read More
It was 1988 when I got into SPICE (Simulation Program with Integrated Circuit Emphasis)while I was characterizing a 1.5 μm Standard cell library developed by students at my Alma-Mata Furtwangen University in Germany. My professor Dr. Nielinger was not only my advisor he also wrote the first SPICE bible in German language. At that… Read More
We have been watching the ZTE saga play out on the public stage as we think it is an extremely important leading example of how the administration will truly act. As we all know, actions speak louder than words, and in the case of ZTE our words said one thing and our actions said something else. We need to analyze what the actions really… Read More
This week Cadence introduced Legato™ Reliability Solution, intended to address increased challenges in designing high-reliability analog and mixed-signal ICs for automotive, industrial, aerospace and defense applications.… Read More
It might seem I am straying from my normal beat in talking about implementation; after all, I normally write on systems, applications and front-end design. But while I’m not an expert in implementation, I was curious to understand how the trending applications of today (automotive, AI, 5G, IoT, etc.) create new demands on implementation,… Read More
Asymmetric attacks, like those in cybersecurity, benefit the aggressor by maintaining the ‘combat initiative’. That is, they determine who is targeted, how, when, and where attacks occur. Defenders are largely relegated to preparing and responding to the attacker’s tempo and actions. This is a huge advantage.… Read More
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Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea