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China’s hoard of chip-making tools: national treasures or expensive spare parts?

China’s hoard of chip-making tools: national treasures or expensive spare parts?
by Craig Addison on 11-20-2023 at 10:00 am

Raiders of the Lost Ark warehouse photo courtesy Paramount Pictures

In the closing scene of Steven Spielberg’s Raiders of the Lost Ark (1981), the camera pulls back to reveal an enormous warehouse stacked with crates of artifacts hidden away by the US government. 

One could imagine a similar warehouse in China today. The crates would hold a different kind of treasure – semiconductor production … Read More


Semiconductors Headed Toward Strong 2024

Semiconductors Headed Toward Strong 2024
by Bill Jewell on 11-20-2023 at 6:00 am

Semiconductor Market Change 4Q23

The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More


AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter

AMAT- Facing Criminal Charges for China Exports – Overshadows OK Quarter
by Robert Maire on 11-19-2023 at 8:00 pm

Criminal Investigation

– 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

Reuters broke the news on the day of earnings
Read More

Podcast EP194: The Impact of Joining TSMC’s OIP From the Perspective of Agile Analog

Podcast EP194: The Impact of Joining TSMC’s OIP From the Perspective of Agile Analog
by Daniel Nenni on 11-17-2023 at 10:00 am

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

CEO Interview: Dr. J Provine of Aligned Carbon
by Daniel Nenni on 11-17-2023 at 6:00 am

Cyclotron Road Cohort Five

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

RISC-V Summit Buzz – Ron Black Unveils Codasip’s Paradigm Shift for Secured Innovation
by Mike Gianfagna on 11-16-2023 at 10:00 am

Ron Black

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

NoCs give architects flexibility in system-in RISC-V design
by Don Dingee on 11-16-2023 at 6:00 am

Power domains and crossings into NoC for 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

The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment
by Robert Maire on 11-15-2023 at 10:00 am

China Sino US
  • 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

Accelerating Development for Audio and Vision AI Pipelines
by Bernard Murphy on 11-15-2023 at 6:00 am

AI pipeline min

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 for Silicon Design – Article 3 (Simulate My Design)
by Anshul Jain on 11-14-2023 at 10:00 am

Generative AI for Silicon 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