Cost-Effective and Scalable: A Smarter Choice for RISC-V DevelopmentThe RISC-V ecosystem is witnessing remarkable growth, driven…Read More
ESD Alliance Executive Outlook Features View of How Multi-Physics is Reshaping Chip Design and EDA ToolsEvery spring, the ESD Alliance, a SEMI Technology…Read More
The Growing Importance of PVT Monitoring for Silicon Lifecycle ManagementIn an era defined by complex chip architectures,…Read More
TSMC Brings Packaging Center Stage with SiliconThe worldwide TSMC 2025 Technology Symposium recently kicked…Read More
An incredibly pervasive trend at last year’s ARM TechCon was the IoT, and I expect this year to bring even more of the same, but with a twist. Where last year was mostly focused on ultra-low power edge devices and the mbed ecosystem, this year is likely to show a better balance of ideas across all three IoT tiers. I also expect a slew of … Read More
I’ve been following Cadence Design Systems ever since it was formed in 1988 by the merger of SDA Systems and ECAD, Inc. At that time I was working at Silicon Compiler Systems, soon to be acquired by Mentor Graphics. ClioSoft is another company that I’ve known about for several years now, mostly for their design management… Read More
It has been interesting to watch Methodics transform from an EDA company with their VersIC design management product to Life Cycle Management with ProjectIC, and now a Systems Company with WarpStor. Methodics was founded in 2006 by 2 ex-Cadence experts in the Custom IC design tools space, Simon Butler and Fergus Slorach. Today… Read More
As we had projected, with KLA having the highest exposure to foundry/logic of any tool company, they are seeing the most near term strength as foundries (read that as TSMC) spend big for 10NM and 7NM. In addition the first tools you buy are yield management/metrology tools which KLA is the king of.
KLA put up numbers well above estimates….Generating… Read More
Lam- in line qtr but guides above street over near term. As with ASML, foundry is driver with subdued memory, The Math implies biz peaking-Looking for DRAM in 2017.
Lam reported another great, record quarter, more or less in line with expectations with revenues coming in at $1.632B and shipments of $1.708B, generating EPS of $1.81.… Read More
ASML reported a quarter that was slightly below expectations coming in at Euro 1.815B in revenues and Euro 0.93 EPS. Orders were a bit soft at Euro 1.4B but well within the normal quarterly variation of a lumpy business. Euro 28M was lost in a currency adjustment associated with the Hermes acquisition.
The guidance for Q4 was between… Read More
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
Knowledge is power, and I’ve seen the trend over time of people getting more and deeper access to knowledge as each year goes by. I remember, as a student in high school back the in 70’s, the first time I wanted to buy stock in a company. You could only get a quote by calling a broker or visiting the broker’s office. Today you can get real … Read More
This week Cadence Design, Lumerical Solutions and PhoeniX Software hosted a two-day photonic summit and workshop. The first day had nearly 100 registered participants and featured industry leaders from Global Foundries, UCSB, MIT, Hewlett Packard Enterprise, General Electric, Boeing, Rockley Photonics, and Juniper Networks… Read More
Standard cell and memory IP are key enablers for new process node availability. These two items must be in place early and be completely ready for a process node to scale to volume. Development of both leaves no room for error and they require the highest performance possible. Foundries are extremely focused on this and spend a lot… Read More
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TSMC Describes Technology Innovation Beyond A14