It has been an article of faith in the design tools business that there’s little to be gained from targeting market verticals because as far as tools are concerned, all verticals have the same needs. Which is good in some respects; you maximize the breadth of the market to which tooling can appeal. But in so doing the depth of contribution… Read More
Just like good ideas percolate longer, we have seen AI adoption pace picking-up speed, propelled by faster GPUs. Some recent data points provide good indication that FPGA making a comeback to bridge chip-design needs to keep-up with AI’s ML applications.
According to the Deloitte research firm there is a projected increase of… Read More
FPGAs have been used for ASIC prototyping since the beginning of FPGAs (1980s) allowing hardware and software designers to work in harmony developing, testing, and optimizing their products. We covered the history of FPGAs in Chapter 3 of our book “Fabless: The Transformation of the Semiconductor Industry”, which includes … Read More
The most viewed blogs I write for SemiWiki are consistently blogs comparing the four leading edge logic producers, GLOBALFOUNDRIES (GF), Intel, Samsung (SS) and TSMC. Since the last time I compared the leading edge new data has become available and several new processes have been introduced. In this blog I will update the current… Read More
I was invited to present at Nikon’s LithoVision event held the day before the SPIE Advanced Lithography Conference in San Jose. The following is a write up of the talk I gave. In this talk I discuss the three main segments in the semiconductor industry, NAND, DRAM and Logic and how technology transitions will affect lithography.… Read More
Jalopnik’s report that car maker Fiat Chrysler Automobiles (FCA) had experienced a failed software update that had thrown the infotainment systems in some MY 2017-18 vehicles into a never-ending cycle of rebooting was a reminder that cars are indeed becoming smartphones on wheels. Blackberry CEO John Chen has no doubts… Read More
According to the Economist, “The world’s most valuable resource is no longer oil, but data”. Is this the case?Data is the by-product ofmany aspects of recent technology dynamics and is becoming the currency of today’s digital economy. All categories in Gartner’s Top10 Strategic Technology Trends for 2018 (Figure… Read More
I was invited to give a talk at the ISS conference on the Impact of EUV on the Semiconductor Supply Chain. The ISS conference is an annual gathering of semiconductor executives to review technology and global trends. In this article I will walk through my presentation and conclusions.… Read More
As I have discussed in previous blogs, IEDM is one of the premier conferences to learn about the latest developments in semiconductor technology. … Read More
One of the more exciting design start market segments that we track is Artificial Intelligence related ASICs. With NVIDIA making billions upon billions of dollars repurposing GPUs as AI engines in the cloud, the Application Specific Integrated Circuit business was sure to follow. Google now has its Tensor Processing Unit, Intel… Read More
