Malcolm Penn did a great job on his semiconductor update call. This is about the whole semiconductor industry (Logic and Memory) versus what I track which is mostly logic based on design starts and the foundries. Malcolm has been doing this a lot longer than I have and he has a proven methodology, but even then, semiconductors are … Read More
Samsung Adds to Bad Semiconductor News
- Samsung follows Intel in staff reductions due to weakness in chips
- Chip industry split between haves & have nots (AI & rest of chips)
- Capital spend under pressure – Facing Eventual China issues
- Stick with monopolies, avoid commodities
Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More
Podcast EP247: How Model N Helps to Navigate the Complexities of the Worldwide Semiconductor Supply Chain
Dan is joined by Gloria Kee, Vice President of Product Management at Model N. For 15 years at Model N, she has spent her time focused on product management and with an in-depth understanding of implementing and designing innovative software across a variety of business challenges. She is committed to product innovation and development… Read More
Executive Interview: Michael Wu, GM and President of Phison US
Michael Wu is the GM and President of Phison US. Michael is an acclaimed technology expert in the NAND storage sector and boasts over 17 years of industry experience. Over the course of his 14+ years at Phison, Michael has held positions such as GM, Director of Global Customer Relations and Project Manager to position Phison as the… Read More
Ansys and eShard Sign Agreement to Deliver Comprehensive Hardware Security Solution for Semiconductor Products
Integrated circuits, or chips, lie at the heart of today’s electronic systems that are mission critical for almost every sector of the economy – from healthcare, to banking, military equipment, cars, planes, telecommunications, and the internet itself. The data flowing through these systems is the lifeblood of modern… Read More
Gazzillion Misses – Making the Memory Wall Irrelevant
Memory Hierarchy and the Memory Wall
Computer programs mainly move data around. In the meantime, they do some computations on the data but the bulk of execution time and energy is spent moving data around. In computer jargon we say that applications tend to be memory bound: this means that memory is the main performance limiting … Read More
Bluetooth 6.0 Channel Sounding is Here
I posted a blog on this topic a year ago. Now the Bluetooth Sig has (just) ratified the standard it is timely to provide a reminder on what this new capability can offer. Channel Sounding introduced in Bluetooth Core specification version 6.0 is a method to significantly increase the accuracy of Bluetooth-based distance measurements,… Read More
TetraMem Integrates Energy-Efficient In-Memory Computing with Andes RISC-V Vector Processor
The rapid proliferation of artificial intelligence (AI) across a growing number of hardware applications has driven an unprecedented demand for specialized compute acceleration not met by conventional von Neumann architectures. Among the competing alternatives, one showing the greatest promise is analog in-memory computing… Read More
Samtec Demystifies Signal Integrity for Everyone
As clock speeds go up, voltages go down and data volumes explode the need for fast, reliable and low latency data channels becomes critical in all kinds of applications. Balancing the requirements of low power and high performance requires the mastery of many skills. At the top of many lists is the need for superior signal integrity,… Read More
Hot Chips 2024: AI Hype Booms, But Can Nvidia’s Challengers Succeed?
You don’t know you’re at a peak until you start to descend, and Hot Chips 2024 is proof that AI hype is still climbing among semiconductor vendors. Juggernaut Nvidia, startups, hyperscalers, and major companies presented their AI accelerators (GPUs and neural-processing units—NPUs) and touched on the challenges of software,… Read More
AI Semiconductor Market