The Universal Chiplet Interconnect Express™ (UCIe™) 1.0 specification was announced in early 2022 and a UCIe 1.1 update was released on August 8, 2023. This open standard facilitates the heterogeneous integration of die-to-die link interconnects within the same package. This is a fancy way of saying the standard opens the door… Read More
Entering the exhibit area of DAC on the first floor I was immediately faced with the Keysight EDA booth, and it was even larger than either the Synopsys or Cadence booths. They had a complete schedule of partners presenting in their theatre that included: Microsoft Azure, Riscure, Fermi Labs, BAE Systems, Alphawave, Intel Foundry,… Read More
Semiconductors are ubiquitous in electronics and computing devices, making them essential to developments in AI, advanced military, and the world economy. As such, it is unquestionable that nations attain considerable … Read More
The demand for high-performance and sustainable computing and networking silicon for AI has undoubtedly increased R&D dollars and the pace of innovation in semiconductor technology. With Moore’s Law slowing down at the chip level, there is a desire to pack as many chiplets as possible inside ASIC packages and get … Read More
Does this justify the widespread Intel bashing?
The latest Intel earnings release was another sharp and deeper turn into the company’s death spiral. On the surface, it is just a whole load of bad news, and the web has been vibrating with Intel bashing since the release.
So what are the facts?
From a revenue perspective, Intel was inside… Read More
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
At the VLSI Technology Symposium this week Intel released details on their i3 process. Over the last four nodes Intel has had an interesting process progression. In 2019, 10nm finally entered production with both high performance and high-density standard cells. 10nm went through several iterations eventually resulting in… Read More
In the rapidly evolving world of high-performance computing (HPC) and artificial intelligence (AI), technological advancements must keep pace with increasing demands for speed, efficiency, and security. Synopsys recently announced the industry’s first complete PCIe 7.0 IP solution. This groundbreaking initiative addresses… Read More
My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”
If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More
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
