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Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.
So what are the facts?
From a revenue perspective, Intel was inside… Read More
- Lam reported good numbers with slightly soft guide
- Investors are figuring out the up cycle will be slower than thought
- Looks like AMAT won’t get CHIPS act money for Epic facility
- Steady improvement but stocks still ahead of themselves-Correction?
Lam reports good numbers (as usual) but guide not good enough
Lam reported… Read More
Dan is joined by Jennifer Ard, Intel Capital Managing Director and Head of Investment Operations. In her role, Jen is responsible for managing Intel Capital’s investment-related operations. Additionally, she is primarily focused on investing in silicon-related companies and has been involved in multiple deals including… Read More
Pim Donkers is the co-founder and Chief Executive Officer of Switzerland-based ARMA Instruments, a technology company which produces ultra-secure communication devices.
Pim is a technology serial entrepreneur operating internationally with several successful companies in his portfolio such as his recent IT outsourcing… Read More
The integration of artificial intelligence (AI) into Electronic Design Automation (EDA) is revolutionizing chip design, addressing the critical shortage of skilled engineers and accelerating the development process. As Jeff Dyck, Senior Director of Engineering at Siemens EDA, explains in a recent DACtv presentation, … Read More
In a DACtv session on July 22, 2024, Rich Goldman from Ansys discussed the partnership with NVIDIA, focusing on accelerating engineering simulations and visualizing 3D IC designs in Omniverse. The collaboration, outlined in six pillars defined by NVIDIA CEO Jensen Huang, leverages NVIDIA’s GPUs and Grace CPUs to enhance… Read More
At the 62nd Design Automation Conference (DAC) on July 22, 2024, Philip Bena from Codasip delivered a compelling session on processor customization, emphasizing a responsible approach that prioritizes verification. Codasip, a European company with a global presence, offers a unique combination of RISC-V processor IP and… Read More
I first visited Easy-Logic at DAC in 2023, so it was time to meet them again at #61DAC in San Francisco to find out what’s new this year. Steven Chen, VP Sales for North America and Asia met with me in their booth for an update briefing. Steven has been with Easy-Logic for six years now and earned an MBA from Baruch College in New York. This… Read More
At #61DAC it was quite clear that semiconductors have “grown up”. The technology has taken its place in the world as a mission-critical enabler for a growing list of industries and applications. Reliability and stability become very important as this change progresses. An error of failure is somewhere between inconvenient… Read More
The U.S. CHIPS and Science Act provides incentives for semiconductor manufacturing in the United States. As of July 30, 2024, The CHIPS Program Office has announced over $30 billion in grants and over $25 billion in loans, according to the Semiconductor Industry Association (SIA). The awards have been given to fourteen companies;… Read More
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