CEO Interview with Dr. Naveen Verma of EnCharge AINaveen Verma, Ph.D., is the CEO and Co-founder…Read More
WEBINAR: Edge AI Optimization: How to Design Future-Proof Architectures for Next-Gen Intelligent DevicesEdge AI is rapidly transforming how intelligent solutions…Read More
WEBINAR Unpacking System Performance: Supercharge Your Systems with Lossless Compression IPsIn today's data-driven systems—from cloud storage and AI…Read More
ChipAgents Tackles Debug. This is ImportantInnovation is never ending in verification, for performance,…Read More
Last week was ASML’s investor day. I wasn’t there and they haven’t yet got the material posted on their website, so this is all second hand information. As you know, if you have read any of my comments on EUV, I have been dubious about whether EUV would ever work for production.
The three big problems seem to be:
Like you I cannot believe 2015 is upon us. 15 years ago I remember the Y2K panic. I remember watching the news and noticed the liberal media (they were liberal back then too) just waiting for the first fail somewhere. Ended up like Geraldo at the opening of Al Capone’s Vault. Remember that one? As I persist on with this word salad may I … Read More
eSilicon engages with customers in many different ways, from providing a full menu of design services down to simply manufacturing parts. Increasingly, they have been automating a lot of this on their website. It started with automatic quotes for MPW shuttles and more recently they have a full production quote system for parts… Read More
As I wait for my plane to Taiwan I’m wondering what the New Year has in store for the fabless semiconductor ecosystem. Good things I hope but to make sure let’s take another look at one of my trusted economic bellwethers (TSMC) which I’m guessing will break the $25B revenue mark this year. That is more than a 25% growth rate year… Read More
We know that the best technology or product, even if it exhibits best in class and unmatched features, is almost of no use if lacking an ecosystem. If you think about a processor core, you will expect to find compatible communication bus and memories (inside the SoC) and operating system, compiler, debugger, etc. When dealing with… Read More
Synopsys announced their earnings a couple of days ago. This is actually also the end of their fiscal year. They had quarterly earnings of $539M meaning that they did just over $2B for the year. Their guidance for fiscal 2015 is revenue between $2.185B to $2.225B. They said that about 80% of that revenue is already in backlog.
But it… Read More
IEDM (technically the International Electron Devices Meeting although I’ve never heard anyone use the full name) is in a couple of weeks time, in San Francisco. It is December 15-17th at the Hilton Union Square (which is not actually at Union Square but nearby at 333 O’Farrell Street).
For the last few years on the Tuesday… Read More
Judging from the presentation Hermann Eul did at NASDAQ this week Intel is still in mobile. This presentation was probably inked before Intel Mobile was folded into the PC Group however. The first clue is Hermann’s title was listed as “General Manager and Vice President, Mobile Communications Group” which he is no longer. Even … Read More
As exciting as the Internet of Things (IoT) is, the question of how and which companies stand to make money in this market remains. From previous waves of internet markets we have seen surprising wins and epic loses. How is the IoT market shaping up? And what are the real business drivers? According to a Silicon Valley Bank analysis… Read More
It looks like even President Obama is on the IoT bandwagon now with his $263M in matching funds for state and local police body cameras and training. It is a shame that it took a tragic event to spur this type of Government investment in semiconductor technology but I appreciate it just the same.
As I have mentioned before, when I read… Read More
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Facing the Quantum Nature of EUV Lithography