EDA in the Cloud with Siemens EDA at #59DAC

EDA in the Cloud with Siemens EDA at #59DAC
by Daniel Payne on 08-01-2022 at 10:00 am

craig johnson

Tuesday at DAC I had the pleasure of attending the Design on Cloud Theatre where experts from Siemens EDA gave an update on what they’ve been offering to IC and systems designers. I remember attending a cloud presentation from Craig Johnson in 2021, so I was keen to note what had changed in the past 12 months.

Industry Trends,

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Micron kicks off the down cycle – Chops 2023 capex – Holding inventory off street

Micron kicks off the down cycle – Chops 2023 capex – Holding inventory off street
by Robert Maire on 07-02-2022 at 10:00 am

Stock Crash 2022

-Micron reports weak outlook for fiscal Q4
-2023 capex to be down versus 2022 capex of $12B & Q3’s $2B
-Company keeping inventory off street to support pricing
-Memory is usually the first shoe to drop in a down cycle

Sharp drop in demand at end of Q3…..

Micron reported a sharp drop in demand at the end of its fiscal Q3,… Read More


Semiconductor Hard or Soft Landing? CHIPS Act?

Semiconductor Hard or Soft Landing? CHIPS Act?
by Robert Maire on 07-02-2022 at 6:00 am

Off the cliff without skidmarks

-Chip cycle will come down. Only question is landing impact
-What does cyclical end do to re-shoring & build out plans?
-Is it less demand, excess supply or both? Does it matter?
-CHIP Act rescue efforts get desperate switching to threats

Any landing you can walk away from is a good one

For those of us who have been in the semiconductor… Read More


Synopsys Tutorial on Dependable System Design

Synopsys Tutorial on Dependable System Design
by Bernard Murphy on 04-06-2022 at 6:00 am

Dependability

Synopsys hosted a tutorial on the last day of DVCon USA 2022 on design/system dependability. Which here they interpret as security, functional safety, and reliability analysis. The tutorial included talks from DARPA, AMD, Arm Research and Synopsys. DARPA and AMD talked about general directions and needs, Arm talked about their… Read More


Intel’s Investor Day – Nothing New

Intel’s Investor Day – Nothing New
by Doug O'Laughlin on 02-27-2022 at 6:00 am

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Intel’s big investor day was anything but big. The stock reacted poorly, down 5% on a day that was a widespread sell-off anyways.

I want to briefly summarize what matters for the stock. There was very little incremental news to the technology roadmap, and the financial outlook was underwhelming, to say the least.

The revenue guide… Read More


How System Companies are Re-shaping the Requirements for EDA

How System Companies are Re-shaping the Requirements for EDA
by Kalar Rajendiran on 01-24-2022 at 10:00 am

Panelists and Cadence Moderator

As the oldest and largest EDA conference, the Design Automation Conference (DAC) brings the best minds together to present, discuss, showcase and debate the latest and greatest advances in EDA. It accomplishes this in the form of technical papers, talks, company booths, product pavilions and panel discussions.

A key aspect … Read More


“Too Big To Fail Two” – Could chip failure take down tech & entire economy?

“Too Big To Fail Two” – Could chip failure take down tech & entire economy?
by Robert Maire on 12-19-2021 at 6:00 am

Semiconductors too big to fail

-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown

It was the best of times, it was the worst of times

We find it an incredible juxtaposition… Read More


Powering Ansys Applications with AMD

Powering Ansys Applications with AMD
by Admin on 12-14-2021 at 12:00 am

Choosing the suitable systems for your computer aided engineering (CAE) simulations can exceed your performance goals. Join this discussion with AMD and Ansys to hear about best practices for optimizing Ansys applications with AMD-based systems.

Time:
December 14, 2021
11 AM EST / 4 PM GMT / 9:30 PM IST

Venue:
Online

About thisRead More


Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


TSMC Wafer Wars! Intel versus Apple!

TSMC Wafer Wars! Intel versus Apple!
by Daniel Nenni on 08-18-2021 at 10:00 am

Intel TSMC SemiWiki

The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. We have been talking about this for some time on SemiWiki so this is nothing new. Unfortunately, the article mentioned wafer and delivery date estimates that are unconfirmed and from what I know, completely out of line. … Read More