Events EDA2025 esig 2024 800X100

ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines

ASML – Strong order start on long road to 2025 recovery – 24 flat vs 23 – EUV shines
by Robert Maire on 01-26-2024 at 6:00 am

ASML Cleanroom EUV Wafer Stage Training

– 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
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Why Did Synopsys Really Acquire Ansys?

Why Did Synopsys Really Acquire Ansys?
by Daniel Nenni on 01-25-2024 at 10:00 am

Synopsys Ansys Logos

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


2023 Retrospective. Innovation in Verification

2023 Retrospective. Innovation in Verification
by Bernard Murphy on 01-25-2024 at 6:00 am

Innovation New

As usual in January we start with a look back at the papers we reviewed last year. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research ideas. As always, feedback welcome. We’re planning on starting a live series… Read More


AI and SPICE Circuit Simulation Applications

AI and SPICE Circuit Simulation Applications
by Daniel Payne on 01-24-2024 at 10:00 am

Figure 1 min

Can you name the EDA vendor that first used AI starting 15 years ago for circuit designers using SPICE simulators? I can remember that vendor, it was Solido, now part of Siemens EDA, and I just read their 8 page paper on how they look at the various levels of AI being used in EDA to help IC designers work smarter and faster than using manual… Read More


2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand

2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand
by Robert Maire on 01-24-2024 at 6:00 am

Semiconductor Industry Outlook 2024
  • What kind of recovery do we expect, if any, after 2 down years?
  • What impact will China have on the recovery of mature market chips?
  • What will memory recovery look like? Will we return to stupid spend?
  • Stock selection ever more critical in tepid recovery
Chip stocks have rocketed but the industry itself, not so much, “Anticipation….is
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2024 Outlook with John O’Donnel of yieldHUB

2024 Outlook with John O’Donnel of yieldHUB
by Daniel Nenni on 01-23-2024 at 10:00 am

yieldHUB Team

yieldHUB is a SaaS company that provides yield management and comprehensive data analysis for semiconductor (IDMs and fabless) companies around the world. SemiWiki has been working with yieldHUB for the past three years doing blogs, webinars, and podcasts with great success. John O’Donnel spent 18 years at Analog Devices… Read More


Blending Finite Element Methods and ML

Blending Finite Element Methods and ML
by Bernard Murphy on 01-23-2024 at 6:00 am

FEM mesh min

Finite element methods for analysis crop up in many domains in electronic system design: mechanical stress analysis in multi-die systems, thermal analysis as a counterpart to both cooling and stress analysis (eg warping) and electromagnetic compliance analysis. (Computational fluid dynamics – CFD – is a different beast which… Read More


Chiplet Summit 2024 Preview

Chiplet Summit 2024 Preview
by Daniel Nenni on 01-22-2024 at 10:00 am

Chiplet Summit 2024 Logo

The second annual Chiplet Summit is coming up and if it is anything like the first one it will not disappoint. Chiplets are a disruptive semiconductor technology that are already being used by the top semiconductor companies like Intel, Nvidia, AMD and others. These companies design their own chiplets so they are blazing the trail… Read More


Luc Burgun: EDA CEO, Now French Startup Investor

Luc Burgun: EDA CEO, Now French Startup Investor
by Lauro Rizzatti on 01-22-2024 at 6:00 am

Luc Burgun

When we last saw Luc Burgun’s name in the semiconductor industry, he was CEO and co-founder of EVE (Emulation and Verification Engineering), creator of the ZeBu (Zero Bugs) hardware emulator. EVE was acquired by Synopsys in 2012.

After the acquisition, Luc moved out of EDA and became an investor. Join me as I catch up with Luc and … Read More


Podcast EP204: A Broad View of Design Architectures and the Role of the NoC with Arteris’ Michal Siwinski

Podcast EP204: A Broad View of Design Architectures and the Role of the NoC with Arteris’ Michal Siwinski
by Daniel Nenni on 01-19-2024 at 10:00 am

Dan is joined by Michal Siwinski, Chief Marketing Officer at Arteris. He brings more than two decades of technology-based strategy, marketing and growth acceleration. Prior to joining Arteris, he served as Corporate Vice President of Marketing and Business Development at Cadence, and through his leadership, the company’s… Read More