– News that AMAT facing criminal charges for violating China sanctions
– Sounds like Ion implant tools sent to SMIC in China via South Korea
– Criminal probe goes back to shipments starting in 2021 & 2022
– Overshadows an otherwise OK quarter and outlook
Podcast EP194: The Impact of Joining TSMC’s OIP From the Perspective of Agile Analog
Dan is joined by Chris Morrison. Chris has 15 years’ experience of delivering innovative analog, digital, power management and audio solutions for international electronics. Currently he is the director of product marketing at Agile Analog, the analog IP innovators. Previously he has held engineering positions, including… Read More
CEO Interview: Dr. J Provine of Aligned Carbon
J Provine, PhD, is the CEO and co-founder of Aligned Carbon, a startup that has developed a breakthrough synthesis and purification technology for aligned, semiconducting carbon nanotubes (CNTs) at wafer scale. His team believes that Aligned Carbon is the crucial missing piece in an industry that has long been hopeful of –… Read More
RISC-V Summit Buzz – Ron Black Unveils Codasip’s Paradigm Shift for Secured Innovation
Codasip is a processor solutions company with an expanding footprint. It is Europe’s leading RISC-V organization with a global presence. Codasip reports billions of chips already use its technology. You can learn more about Codasip here, The company has made some announcements recently that expand its offerings in terms … Read More
NoCs give architects flexibility in system-in RISC-V design
RISC-V tends to generate excitement over the possibilities for the processor core, any custom instruction extensions, and its attached memory subsystem. Those are all necessary steps to obtaining system-level performance. But is that attention sufficient? Architects who have ventured into larger system-on-chip (SoC) … Read More
The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment
- China Chip Sanctions have had opposite of intended effect
- Helps AMAT, LRCX, KLAC & TEL- Hurts Micron and GloFo
- Tsunami of Chinese capacity will hurt memory & 2nd tier chip makers
- The probability of a much longer chip downcycle is increasing
China is cornering the market on Semiconductor equipment
Quarterly reports from… Read More
Accelerating Development for Audio and Vision AI Pipelines
I wrote previously that the debate over which CPU rules the world (Arm versus RISC-V) somewhat misses the forest for the trees in modern systems. This is nowhere more obvious that in intelligent audio and vision: smart doorbells, speakers, voice activated remotes, intelligent earbuds, automotive collision avoidance, self-parking,… Read More
Generative AI for Silicon Design – Article 3 (Simulate My Design)
Generative AI has time and again showcased its power to understand, predict, and explain a myriad of phenomena. Beyond its famed applications in art and text, it’s making ripples in the niche realm of hardware engineering. In this article, our exploration focuses on the potential of Generative AI to comprehend and predict… Read More
Uniquely Understanding Challenges of Chip Design and Verification
Jean-Marie Brunet is Vice President and General Manager of Siemens Hardware-Assisted Verification. He and I spoke recently about how different his hardware group is from the rest of the software-centric EDA product space and why a hardware-oriented EDA vendor like Siemens fully understands the challenges of the chip design… Read More
New STA Features from Cadence
Static Timing Analysis (STA) has been an EDA tool category for many years now, yet with each new generation of smaller foundry process nodes come new physical effects that impact timing, requiring new analysis features to be added. For advanced process nodes, there are five different types of analysis that must be included when… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay