Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In
by Dylan Patel on 09-15-2021 at 10:00 am

Apple A15 SoC

Apple has been long hailed for having the best CPU cores for consumer workloads for years. They have by far the highest performance per clock and efficiency driven by performance in the same class as AMD and Intel’s best current CPUs. This was driven by breakneck gains with architectural changes every year for a decade.

Now with the… 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


EDA in the Cloud – Now More Than Ever

EDA in the Cloud – Now More Than Ever
by Kalar Rajendiran on 07-27-2021 at 10:00 am

Screen Shot 2021 07 14 at 4.32.16 PM

A decade ago, many of us heard commentaries on how entrepreneurs were turned down by venture capitalists for not including a cloud strategy in their business plan, no matter what the core business was. Humorous punchlines such as, “It’s cloudy without any clouds” and “Add some cloud to your strategy and your future will be bright… Read More


Meeting the Need for Hardware-Assisted Verification

Meeting the Need for Hardware-Assisted Verification
by Lauro Rizzatti on 04-12-2021 at 6:00 am

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Editor’s Note: Siemens EDA recently introduced a comprehensive hardware-assisted verification system comprised of hardware, software and system verification that streamlines and optimizes verification cycles while helping reduce verification cost. What follows is an edited version of an interview Verification Expert… Read More


Podcast EP15: The Birth of Dynamically Reconfigurable Computing

Podcast EP15: The Birth of Dynamically Reconfigurable Computing
by Daniel Nenni on 04-09-2021 at 10:00 am

Dan and Mike are joined by Geoff Tate, founding CEO of Flex Logix. Geoff has a storied career in semiconductors that includes over ten years at AMD, ending as senior VP, microprocessors and logic. Following AMD, Geoff was founding CEO of Rambus, growing the company from four people to IPO with a $2 billion market cap.

As co-founder… Read More


Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider

Achronix Goes Public | The Only Independent Leading Edge FPGA Silicon and IP Provider
by Dylan Patel on 01-18-2021 at 10:00 am

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Achronix, a high end FPGA provider is going public via SPAC. They are the only independent company with offerings on leading edge process nodes. This places them in a unique position with which they can capitalize by offering differentiated products and services. They have geared their FPGA’s towards becoming DPUs at the heart… Read More


2020 was a Mess for Intel

2020 was a Mess for Intel
by Robert Maire on 01-13-2021 at 10:00 am

Intel 2020 Mess

Understanding Intel’s future means understanding Intel’s past

Yes, there are two paths you can go by, but in the long run. There’s still time to change the road you’re on.

Intel is at a crossroad. The road they have been on since inception, and the road that has differentiated them from the rest of the pack… Read More


Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry

Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry
by Dylan Patel on 12-20-2020 at 10:00 am

Apple A14 Die Analysis

SemiAnalysis and SkyJuice have teamed up in order to analyze the A14 die shot from ICmasters. Our previous analysis of the A14, delved into why Apple and TSMC have deviated from previous generations when comparing theoretical logic transistor density to a real world utilized transistor density.

Read More

Is Apple the Most Valuable Semiconductor Company in the World?

Is Apple the Most Valuable Semiconductor Company in the World?
by Robert Maire on 11-25-2020 at 6:00 am

Apple M1

– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era

Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More