- 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
2024 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
2024 Outlook with Chris Morrison of Agile Analog
Agile Analog focuses on providing analog and mixed-signal IP (Intellectual Property) solutions for the semiconductor industry. They specialize in developing analog and mixed-signal designs that can be integrated into various electronic devices and systems. Composa™ is their unique technology that automatically generates… Read More
Non-EUV Exposures in EUV Lithography Systems Provide the Floor for Stochastic Defects in EUV Lithography
EUV lithography is a complicated process with many factors affecting the production of the final image. The EUV light itself doesn’t directly generate the images, but acts through secondary electrons which are released as a result of ionization by incoming EUV photons. Consequently, we need to be aware of the fluctuations… Read More
Transformative Year for Sondrel
This is our third year working with Sondrel and it has been a great experience. I have always been fascinated with the ASIC business and put a full chapter about it in our first book “Fabless: The Transformation of the Semiconductor industry.” Companies like Sondrel enabled our move to the fabless model and now they … Read More
Mastering Mixed-Signal Verification with Siemens Symphony Platform
Digital design and verification is well understood by EDA vendors and IC designers, however mixed-signal design and verification is more challenging, because the continuous nature of analog signals requires more compute resources and specialized design skills. Siemens EDA has a unique offering in what they call Symphony… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay