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


ASML Too Much Demand Plus Intel and High NA

ASML Too Much Demand Plus Intel and High NA
by Robert Maire on 01-23-2022 at 6:00 am

ASML High NA Intel

Too much demand- A “good” problem-Managing supply & capacity-Intel & Hi NA

ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage,… Read More


Forty Four Billion Reasons Why TSMC Remains Dominant

Forty Four Billion Reasons Why TSMC Remains Dominant
by Robert Maire on 01-20-2022 at 6:00 am

Forty Four Billion Reasons Why TSMC Remains Dominant

-Chips for America is better than nothing, but not much
TSMC $40-44B Capex crushes competition (Intel & Samsung)
-Additional efforts other than handouts are necessary
-Could/should TSMC be “adopted” as a US company?

Competition can’t keep up with $40-$44B of Capex

TSMC’s recent announcement… Read More


Intel Discusses Scaling Innovations at IEDM

Intel Discusses Scaling Innovations at IEDM
by Scotten Jones on 12-14-2021 at 6:00 am

Intel at IEDM Slides Page 1

Standard Cell Scaling

Complex logic designs are built up from standard cells, in order to continue to scale logic we need to continually shrink the size of standard cells.

Figure 1 illustrates the dimensions of a standard cell.

 Figure 1. Standard Cell Dimensions.

 From figure 1 we can see that shrinking standard cell sizes requires… Read More


Creative Applications of Formal at Intel

Creative Applications of Formal at Intel
by Bernard Murphy on 12-01-2021 at 6:00 am

formal image min

One of the sessions I enjoyed at the Synopsys Verification Day 2021 was a presentation on applying formal to a couple of non-traditional problem domains. I like talks of this kind because formal can sometimes be boxed into a limited set of applications, under-exploiting the potential of the technology. Intel have built a centralized… Read More


Semiconductor CapEx too strong?

Semiconductor CapEx too strong?
by Bill Jewell on 10-28-2021 at 1:00 pm

Oct 2021 capex2

Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More


Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges

Intel- Analysts/Investor flub shows disconnect on Intel, Industry & challenges
by Robert Maire on 10-27-2021 at 2:00 pm

Pat Gelsinger Triple Spend

Analysts missed all warning signs until Intel spelled it out
12% stock drop shows disconnect and misunderstanding
No quick fix, this is a long term, uncertain problem & solution
Everyone ignored the obvious until it ran them over

A 12% stock drop is fault of investors/analysts not Intel

Whenever a stock drops 12% in one day there… Read 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


IEDM 2021 – Back to in Person

IEDM 2021 – Back to in Person
by Scotten Jones on 10-18-2021 at 6:00 am

IEDM 2021 SemiWIki

Anyone who has read my previous articles about IEDM knows I consider it the premier conference on process technology.

Last year due to COVID IEDM was virtual and although virtual offers some advantages the hallway conversations that can be such an important part of the conference are lost. This year IEDM is returning as a live event… Read More


TSMC Arizona Fab Cost Revisited

TSMC Arizona Fab Cost Revisited
by Scotten Jones on 10-13-2021 at 8:00 am

TSMC North America Fabs

Back in May of 2020 I published some comparisons of the cost to run a TSMC fab in Arizona versus their fabs in Taiwan. I found the fab operating cost based on the country-to-country difference to only be 3.4% higher in the US and then I found an additional 3.8% because of the smaller fab scale. Since that time, I have continued to encounter… Read More