Podcast EP240: Challenges and Strategies to Address New Embedded Memory Architectures with Mark Han

Podcast EP240: Challenges and Strategies to Address New Embedded Memory Architectures with Mark Han
by Daniel Nenni on 08-09-2024 at 10:00 am

Dan is joined by Dr. Mark Han, Vice President of R&D Engineering for Circuit Simulation at Synopsys. Mark leads a team of over 300 engineers in developing cutting-edge advanced circuit simulation and transistor-level sign-off products, including characterization and static timing analysis. With 27 years of industry … Read More


LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery

LRCX Good but not good enough results, AMAT Epic failure and Slow Steady Recovery
by Robert Maire on 08-04-2024 at 6:00 am

Chips Act 2024
  • 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


Blank Wafer Suppliers are not Totally Blank

Blank Wafer Suppliers are not Totally Blank
by Claus Aasholm on 06-09-2024 at 8:00 am

Sand to Semiconductors

AI requires more Silicon capacity
Deep in the supply chain, some wizards turn sand into perfect diamond-structured crystal disks of silicon, which are necessary for the entire semiconductor supply chain.

They are part of the semiconductor supply chain, making Silicon Sand almost a thousand times more valuable.

The glimmer … Read More


Designing AI Accelerators with Innovative FinFET and FD-SOI Solutions

Designing AI Accelerators with Innovative FinFET and FD-SOI Solutions
by Daniel Nenni on 07-29-2020 at 10:00 am

Globalfoundries AI Webinar Hiren Majmudar

I had the pleasure of spending time with Hiren Majmudar in preparation for the upcoming AI Accelerators webinar. As far as webinars go this will be one of the better ones we have done. Hiren has deep experience in both semiconductors and EDA during his lengthy career at Intel and now with a pure play foundry. He is intelligent, personable,… Read More