Having started my career during the mini computer revolution it has been an incredible journey from using computers that consumed entire rooms – to the desktop – and now we have supercomputers in our pockets. It makes me chuckle when I hear people complaining about their smartphones when they should be jumping up and… Read More
Tag: intel
AI ASICs Exposed!
Artificial intelligence, or AI is really heating up these days. The technology has been around for decades, but of late it is becoming quite a focus for applications such as data center analytics, autonomous vehicles and augmented reality. Why the rebirth? The trend appears to be driven by two forces – availability of data to train… Read More
Synopsys Opens up on Emulation
Synopsys hosted a lunch panel on Tuesday of DAC this year, in which verification leaders from Intel, Qualcomm, Wave Computing, NXP and AMD talked about how they are using Synopsys verification technologies. Panelists covered multiple domains but the big takeaway for me was their full-throated endorsement of the ZeBu emulation… Read More
Semicap Thoughts: ASML AMAT INTEL SAMSUNG TSMC MICRON
ASML reported results in line and slightly ahead of expectations which helped push ASML and the other semicap stocks back to their original valuations prior to the two step pull back that lasted about a month. We are now back to relatively high, record valuations not seen or ever seen previously (at least for a long time) by many companies.… Read More
Standard Node Trend
I have previously published analysis’ converting leading edge logic processes to “standard nodes” and comparing standard nodes by company and time. Recently updated details on the 7nm process node have become available and in this article, I will revisit the standard node calculations and trends.… Read More
Exclusive – GLOBALFOUNDRIES discloses 7nm process detail
In a SemiWiki EXCLUSIVE – GLOBALFOUNDRIES has now disclosed the key metrics for their 7nm process. As I previously discussed in my 14nm, 16nm, 10nm and 7nm – What we know now blog GLOBALFOUNDRIES licensed their 14nm process from Samsung and decided to skip 10nm because they thought it would be a short-lived node. At … Read More
First Thoughts from #54DAC!
This was my 34[SUP]th[/SUP] DAC, yes 34. It is a shame blogging did not exist back then because I would have liked to have read thoughts from my eager young mind, or maybe not. The first thing that struck me this year is the great content. Before DAC I review the sessions I want to see and this year there were many more than I had time for. … Read More
Smart & Connected Devices to Artificial Intelligence and Beyond
Last Friday I attended a breakfast seminar organized by SEMI in Hillsboro, Oregon with fascinating speakers from several high-tech companies: Qorvo, Intel, Oregon Angel Fund, Kimera, Moonshadow Mobile and Yole Development. I recalled that Qorvo was created from the merger of TriQuint Semiconductor and RF Micro Devices back… Read More
Autonomous Vehicles: Tesla, Uber, Lyft, BMW, Intel and Mentor Graphics
I read at least one hour of news every day to keep informed, and I’ve read so many stories about autonomous vehicles that the same, familiar company names continue to dominate the thought leadership. What really caught my attention this month was an announcement about autonomous vehicle technology coming from Mentor Graphics… Read More
Communication with Smart, Connected Devices and AI
I’ve lived and worked in Silicon Valley for 13 years, but since 1995 I’ve been in the Silicon Rainforest (aka Oregon) where the world’s number one semiconductor company Intel, has a large presence, along with dozens of smaller high-tech firms. In the past year I’ve started to attend events organized … Read More