Ncredible Nvidia

Ncredible Nvidia
by Claus Aasholm on 05-24-2024 at 8:00 am

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This article previews Nvidia’s earnings release and will be updated during and after the earnings release. As usual, we will compare and contrast the Nvidia earnings with our supply chain glasses to identify changes and derive insights. Please return to this article, as it will be updated over the next week as we progress with our… Read More


Nvidia Sells while Intel Tells

Nvidia Sells while Intel Tells
by Claus Aasholm on 05-01-2024 at 8:00 am

AMD Transformation 2024

AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More


Synopsys & AMD Webinar – Final Frontier: The Next Generation of 3DIC Interposer/InFO Design

Synopsys & AMD Webinar – Final Frontier: The Next Generation of 3DIC Interposer/InFO Design
by Admin on 04-23-2024 at 1:34 pm

In recent years, the semiconductor industry has experienced a breakthrough in the onset of 2.5D and 3D chiplet-based products. These products promise to extend the limits of Moore’s Law while demolishing limitations on speed and capacity for our highest tiers of compute. But for all the adulation we heap upon the 3DIC paradigm,

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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


WEBINAR: Introduction to AXI: What Is AXI?

WEBINAR: Introduction to AXI: What Is AXI?
by Sharon.White on 10-23-2023 at 8:54 am

WEBINAR: Introduction to AXI: What Is AXI?

November 1, 2023 @ 2 PM ET

REGISTER:

https://us02web.zoom.us/webinar/register/7816980763194/WN_jUi6lu7aRr2CSouNekp_Dw

DESCRIPTION:

Learn about the AXI handshake, what is a transaction, and how beats make a burst. This webinar includes demos and Q&A.

Presented by BLT, AMD… Read More


Nvidia Number One in 2023

Nvidia Number One in 2023
by Bill Jewell on 09-21-2023 at 8:00 pm

Nvidia number one in 2023

Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More


AMD Puts Synopsys AI Verification Tools to the Test

AMD Puts Synopsys AI Verification Tools to the Test
by Mike Gianfagna on 08-28-2023 at 6:00 am

AMD Puts Synopsys AI Verification Tools to the Test

The various algorithms that comprise artificial intelligence (AI) are finding their way into the chip design flow. What is driving a lot of this work is the complexity explosion of new chip designs required to accelerate advanced AI algorithms. It turns out AI is both the problem and the solution in this case. AI can be used to cut … Read More


Chiplets, is now their time?

Chiplets, is now their time?
by Daniel Nenni on 03-31-2023 at 6:00 am

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Chiplets appeared on SemiWiki in 2020 and have been a top trending keyword ever since. The question is not IF chiplets will disrupt the semiconductor industry, the question is WHEN? I certainly have voiced my opinion on this (pro chiplet) but let’s hear it from the experts. There was a live panel recently sponsored by Silicon CatalystRead More


Bleak Year for Semiconductors

Bleak Year for Semiconductors
by Bill Jewell on 02-22-2023 at 6:00 am

Top Semiconductor Revenue 2022

The global semiconductor market in 2022 was $573.5 billion, according to WSTS. 2022 was up 3.2% from 2021, a significant slowdown from 26.2% growth in 2021. We at Semiconductor Intelligence track semiconductor market forecasts and award a virtual prize for the most accurate forecast for the year. The criteria are a forecast publicly… Read More


Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot

Hynix historic loss confirms memory meltdown-getting worse – AMD a bright spot
by Robert Maire on 02-03-2023 at 8:00 am

Memory Meltdown

-Hynix reports worst downturn in 10yrs – Already in red ink
-If the #2 memory maker is already negative what does it say?
-Confirms our view of 2023 write off- maybe 2024 better?
-Micron Mangled? & Toshiba Toast?- Buyers advantage

Hynix posts record $1.4B loss- worst in 10 years

Not all that surprisingly Hynix reported… Read More