Quite a few of the articles I now see about the semiconductor industry use AI. It is not hard to tell, especially for someone like myself, a 40 year experienced semiconductor professional who also writes. In the last 13 years (yes SemiWiki is now a teenager) we have published 9,058 blogs. SemiWiki was the first of now many semiconductor… Read More
Podcast EP206: An assessment of the Chiplet Ecosystem Movement with Alphawave’s Tony Chan Carusone
Dan is joined by Tony Chan Carusone, Chief Technology Officer of Alphawave Semi. Tony has been a professor of Electrical and Computer Engineering at the University of Toronto since 2001 and has served as a Distinguished Lecturer for the IEEE Solid-State Circuits Society and on the Technical Program Committees of the world’s leading… Read More
CEO Interview: Jay Dawani of Lemurian Labs
Jay Dawani is the co-founder and CEO at Lemurian Labs, a startup developing an accelerated computing platform tailored specifically for AI applications. The platform breaks through the hardware barriers to make AI development faster, cheaper, more sustainable, and accessible to more than just a few companies.
Prior to founding… Read More
2024 Outlook with Niels Faché of Keysight EDA
We have been working with Keysight EDA for the past two years and it has been an honor. The technical depth we have reached with them is impressive. Niels Faché, VP & GM, Keysight EDA, is responsible for Keysight’s design and simulation portfolio. Niels has been part of the Keysight-Agilent-HP family since 1994 when HP acquired… Read More
Cadence Claims the CFD High Ground with a New GPU-Based Accelerator
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
AI Semiconductor Market