TSMC clarified CAPEX and revenue for 2023 last night at the Annual Shareholders Meeting. Last year TSMC guided up during this meeting but this year they guided down. CAPEX was guided down to the lower end of $36B-$32B. Revenue was guided down from low-single to mid-single digit so maybe down another percent or two. The TSMC Jan… Read More
Arm 2023 Mobile Solutions Continue Gaming Focus
Arm recently announced an update for mobile under the Arm Total Compute Solutions (TCS) label, led by Chris Bergey (Sr. VP/GM for the Client line of business). You’ll remember that Chris headed the infrastructure line of business impressively through the Neoverse brand, as demonstrated by Arm-based servers appearing in multiple… Read More
Automotive IP Certification
The electrification of cars and the growth of EVs means that more semiconductor content is being added with every new vehicle model from suppliers around the globe. There are unique concerns for automotive IP in terms of reliability, security and safety over the lifetime of the vehicle. I had the pleasure to speak with Pawini Mahajan… Read More
WEBINAR: UCIe PHY Modeling and Simulation with XMODEL
Join this webinar and see UCIe in action! This webinar presents the SystemVerilog models of a Universal Chiplet Interconnect Express (UCIe) interface, including both the analog circuits in the electrical layer and digital FSMs in the logical layer. The whole physical layer (PHY) model can be efficiently simulated in SystemVerilog,… Read More
Podcast EP165: The Impact of Mobiveil Across the Industry with Ravi Thummarukudy
Dan is joined by Ravi Thummarukudy. Ravi is CEO of Mobiveil, a fast-growing supplier of silicon intellectual property (SIP), platforms and IP-enabled design services with designs deployed in millions of units of silicon embedded in communications and consumer products worldwide.
Dan explores the silicon IP products, platforms… Read More
A Primer on EUV Lithography
Extreme ultraviolet (EUV) lithography systems are the most advanced lithography systems in use today. This article is a basic primer on this important yet complex technology.
The Goal: A Smaller Wavelength
The introduction of 13.5 nm wavelength continues a trend the semiconductor industry had been following a wavelength reduction… Read More
WEBINAR: Driving Forward with UWB Radar: Enhancing Child Safety in Automotive
The rapid advancement of UWB (Ultra-Wideband) wireless technology has garnered significant attention and interest, thanks to its adoption by leading smartphone brands and its versatile range of applications. Within the automotive industry, UWB has already emerged as the preferred choice for Digital Keys in the premium… Read More
Real-Time AI-driven Image Signal Processing with Reduced Memory Footprint and Processing Latency
In our day to day lives, we all benefit from image signal processing (ISP), whether everyone realizes it or not. ISP is the technique of processing image data captured by an imaging device. It involves a series of algorithms that transform raw image data into a usable image by correcting for distortions, removing noise, adjusting… Read More
Investing in a sustainable semiconductor future: Materials Matter
In 2020 TSMC established its Net Zero Project with a goal of net zero emissions by 2050. I remember wondering how could this possibly be done before 2050 or at all for that matter. After working with TSMC for 20+ years I have learned never to bet against them on any topic and green manufacturing is one of them, absolutely.
TSMC presented… Read More
5 Expectations for the Memory Markets in 2025