Semicon West 2019 – Day 2

Semicon West 2019 – Day 2
by Scotten Jones on 07-18-2019 at 10:00 am

Tuesday July 9th was the first day the show floor was open at Semicon. The following is a summary of some announcements I attended and general observations.

AMAT Announcement

My day started with an Applied Materials (AMAT) briefing for press and analysts where they announced “the most sophisticated system they have ever released  Read More


AI Chip Prototyping Plan

AI Chip Prototyping Plan
by Daniel Nenni on 07-03-2019 at 8:00 am

I recently had the opportunity to sit down with a chip designer for an AI start-up to talk about using FPGA prototyping as part of a complex silicon verification strategy. Like countless other chip designers for whom simulation alone simply does not provide sufficient verification coverage, this AI start-up also believed that… Read More


2019 GSA Silicon Summit and SiFive

2019 GSA Silicon Summit and SiFive
by Daniel Nenni on 06-28-2019 at 8:00 am

Naveed Sherwani, President and CEO of SiFive, did the keynote for this year’s Silicon Summit. This is one of the premier events for the C level executives in Silicon Valley, absolutely. Naveed is one of the top visionaries for the semiconductor industry and he certainly did not disappoint this time or any other time in my experience.… Read More


The Implications of the Rise of AI/ML in the Cloud

The Implications of the Rise of AI/ML in the Cloud
by Randy Smith on 06-14-2019 at 10:00 am

Recently, Daniel Nenni blogged on the presentation Wally Rhines gave at #56th DAC. Daniel provided a great summary, but I want to dive into a portion of the presentation in more detail. I love Wally’s presentations, but sometimes you cannot absorb the wealth of information he provides when you initially see it. It’s… Read More


Learning on the Edge Investment Thesis

Learning on the Edge Investment Thesis
by Jim Hogan on 05-20-2019 at 5:00 am

It is said that it will cost as much as $600M to develop a 5nm chip. At that price, only a few companies can afford to play, and with that amount of cash in, innovation is severely limited.

At the same time, there is a stampede in the artificial intelligence (AI) market where around 60 startups have appeared, many of which have already … Read More