– 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
Why 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
2023 Retrospective. Innovation in Verification
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
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
- 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
… Read More2024 Outlook with John O’Donnel of yieldHUB
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
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
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
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
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
AI Semiconductor Market