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- QTR was just “in-line” but guide was below expectations
- We think its not just China export rules but share loss as well
- Leading edge is strong but obviously not enough to offset China
- Memory remains weak-Foundry (TSMC) is the primary driver
Headwinds slow growth to flat
Applied reported $7.166B in revenues and Non … Read More
Dan is joined by Dr. Ashish Darbari, CEO of Axiomise. Axiomise was founded in 2017 by Dr. Darbari, who has spent over two decades in the industry and top research labs increasing formal verification adoption. At Axiomise, they believe the only way to make formal methods mainstream for all semiconductor design verification is to… Read More
Badru Agarwala is the CEO and Co-Founder of Rise Design Automation (RDA), an EDA startup with a mission to drive a fundamental shift-left in semiconductor design, verification, and implementation by raising abstraction beyond RTL With over 40 years of experience in EDA, Badru served as General Manager of the CSD division at… Read More
The growing demand for high-performance AI applications continues to drive innovation in CPU architecture design. As machine learning workloads, particularly convolutional neural networks (CNNs), become more computationally intensive, architects face the challenge of delivering performance improvements while maintaining… Read More
As RISC-V gains traction in the global semiconductor industry, developers are exploring fully open-source approaches to processor design. XiangShan, a high-performance RISC-V CPU project, combined with the Mulan Permissive License v2 (Mulan PSL v2), represents a community-driven, transparent alternative to proprietary… Read More
Anna Fontanelli, CEO of MZ Technologies, is a silicon executive with more than 35 years of expertise in managing complex R&D organizations/programs to give birth to innovative EDA technologies. Strong communication skills and proven ability to lead distributed, cross functional teams in international environments.… Read More
The semiconductor industry is facing a paradigm shift. Traditional scaling, once driven by Moore’s Law, is slowing down. For years, moving to smaller process nodes led to lower transistor costs and better performance. However, scaling from node to node now offers fewer benefits as wafer costs rise much more than the historical… Read More
Justin Susumu Endo, Mixel’s Director of Marketing & Sales, oversees marketing strategy and customer engagement from Mixel’s headquarters in San Jose, California. He holds a bachelor’s degree with a double major in economics and French from the University of California, Los Angeles, and an MBA from … Read More
Keysight, with deep roots tracing back to Hewlett-Packard, has long been at the forefront of innovation in electronic design and testing. It manufactures electronics test and measurement equipment and software. The company also owns its own foundry and makes custom chips and packages for its instrumentation business. Many… Read More
Ollie is a commercially astute senior leader with over 20 years of experience in strategy, business development and sales across the technology and engineering sectors, with a strong track record in scaling businesses and driving growth. He has held commercial leadership roles in FTSE 100, private equity-backed, and startup
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