During a recent LinkedIn webcast, Dr. Ian Cutress, Chief Analyst at More than Moore and Host at TechTechPotato, and Priyank Shukla, Principal Product Manager at Synopsys, shared their thoughts regarding the industry drivers, design considerations, and critical advancements in compute interconnects enabling data center… Read More
Tag: AI
LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery
- 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
Podcast EP238: Intel Capital’s Focus on Improving the Future of Semiconductors with Jennifer Ard
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
TSMC’s Business Update and Launch of a New Strategy
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
Empowering AI, Hyperscale and Data Center Connectivity with PAM4 SerDes Technology
The rapid expansion of data-intensive applications, such as artificial intelligence (AI), high-performance computing (HPC), and 5G, necessitates connectivity solutions capable of handling massive amounts of data with high efficiency and reliability. The advent of 224G/112G Serializer/Deserializer (SerDes) technology,… Read More
SEMICON West- Jubilant huge crowds- HBM & AI everywhere – CHIPS Act & IMEC
– We just finished the most happy SEMICON West in a long time
– IMEC stole the show- HBM has more impact than size dictates
– Has Samsung lost its memory mojo? Is SK the new leader?
– AI brings new tech issues with it – TSMC is still industry King
Report from SEMICON West
The crowds at Semicon West were both… Read More
Driving Data Frontiers: High-Performance PCIe® and CXL® in Modern Infrastructures
The increasing demands of data-intensive applications necessitate more efficient storage and memory utilization. The rapid evolution of AI workloads, particularly with Generative AI (GenAI), demands infrastructure that can adapt to diverse computational needs. AI models vary widely in resource requirements, necessitating… Read More
Using LLMs for Fault Localization. Innovation in Verification
We have talked about fault localization (root cause analysis) in several reviews. This early-release paper looks at applying LLM technology to the task. Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research… Read More
Elevating Your SoC for Reconfigurable Computing – EFLX® eFPGA and InferX™ DSP and AI
Field-Programmable Gate Arrays (FPGAs) have long been celebrated for their unmatched flexibility and programmability compared to Application-Specific Integrated Circuits (ASICs). And the introduction of Embedded FPGAs (eFPGAs) took these advantages to new heights. eFPGAs offer on-the-fly reconfiguration capabilities,… Read More
From System Design to Drug Design. The Rationale
I’m guessing that more than a few people were mystified (maybe still are) when Cadence acquired OpenEye Scientific, a company known for computational molecular design aimed at medical drug/therapeutics discovery. What could EDA, even SDA (system design automation), and drug discovery possibly have in common? More than you… Read More