Mixed-signal modeling is becoming more important as interaction between digital and analog circuitry become more closely intertwined. This level of modeling depends critically on sufficiently accurate yet fast behavioral models for analog components. Paul Cunningham (Senior VP/GM, Verification at Cadence), Raúl Camposano… Read More
KLAC- OK quarter in ugly environment- Big China $ – Little Process $ – Legacy good
- KLA has an OK quarter in an ugly market- bouncing along bottom
- Like Lam & ASML, China was huge at 43% represents more risk
- 2/3 Foundry/logic, 1/3 memory – Process tools were weak
- No change, stable , no visibility on recovery
Quarter and guide were good in continued ugly industry
As expected KLAC reported earnings at the … Read More
Podcast EP190: The Growth and Impact of RISC-V and a Peek at the Upcoming RISC-V Summit with Calista Redmond
Dan is joined by Calista Redmond, CEO of RISC-V International. Prior to RISC-V International, Calista held a variety of roles at IBM, including vice president of IBM Z Ecosystem where she led strategic relationships across software vendors, system integrators, business partners, developer communities, and broader engagement… Read More
CEO Interview: Venkata Simhadri of MosChip
Mr. Venkata Sudhakar Simhadri is a serial entrepreneur with a proven track-record in the semiconductor industry. He was the Founder, President & CEO of Gigacom Semiconductor LLC & Founder / Director of Gigacom India (Both the Companies acquired by MosChip) and the driving force behind establishing IP licensing and … Read More
Keynote Speakers Announced for IDEAS 2023 Digital Forum
As we all know, hearing directly from the people who actually use EDA tools, people who are solving real world problems with the latest technologies are the best source of information. Thus EDA User group meetings are always first on my event list every year which brings us to Ansys Ideas.
Ansys User Group Meeting Features Technical
… Read MoreLRCX- QTR OK but outlook mixed- At half of revs, China is huge risk- Memory poor
- LRCX has OK QTR but “challenging outlook” – Memory still sucks
- China at 48% is a huge risk given potential of more sanctions
- Leading & trailing logic both poor- no recovery in sight yet
- Memory spending at historical lows for NAND
Quarter came in OK but outlook seems weak and unclear
Revenues came in at $3.48B… Read More
A New Ultra-Stable Resistivity Monitor for Ultra-Pure Water
I am straying from my normal range of topics here, but confess I am developing an interest in semiconductor metrology since it takes me back to my physics and math roots. Even better I get to learn about the state of the art in ultra-pure water for semiconductor applications, an area where resistivity monitors play a role since resistivity… Read More
Ensuring 3D IC Semiconductor Reliability: Challenges and Solutions for Successful Integration
One of the most promising advancements in the semiconductor field is the development of 3D Integrated Circuits (3D ICs). 3D ICs enable companies to partition semiconductor designs and seamlessly integrate silicon Intellectual Property (IP) at the most suitable process nodes and processes. This strategic partitioning yields… Read More
Powering eMobility Through Silicon-Carbide Substrates
While writing on infotainment and ADAS I sometimes wonder about the devices that make an EV run. These have nothing to do with digital or software wizardry. While logic and software play a role, the real heart of EV power is in power electronics driving motors, regenerative braking and charger options at home and on the road. Technologies… Read More
Electronics Production Trending Up
Production of electronic devices is finally on the uptrend following a post-pandemic slump in late 2021. According to IDC, smartphone shipments versus a year ago turned negative in 3Q 2021 at -6%. The decline hit a low of -18% in 4Q 2022. Since then, smartphones have been recovering. IDC data is not yet available, but Canalys estimated… Read More
5 Expectations for the Memory Markets in 2025