ASML Wavering- Supports our Concern of Second Leg Down for Semis- False Bottom

ASML Wavering- Supports our Concern of Second Leg Down for Semis- False Bottom
by Robert Maire on 04-21-2023 at 8:00 am

Semiconductor False Bottom

-ASML weakness is evidence of deeper chip down cycle
-When ASML sneezes other chip equip makers catch a cold
-Will backlog last long enough? Will EUV demand hold up?
-“Unthinkable” event, litho cancelations, could shock industry

ASML has in line quarter but alarm bells ring on wavering outlook

ASML reported Euro6.7B… Read More


Chiplets, is now their time?

Chiplets, is now their time?
by Daniel Nenni on 03-31-2023 at 6:00 am

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Chiplets appeared on SemiWiki in 2020 and have been a top trending keyword ever since. The question is not IF chiplets will disrupt the semiconductor industry, the question is WHEN? I certainly have voiced my opinion on this (pro chiplet) but let’s hear it from the experts. There was a live panel recently sponsored by Silicon CatalystRead More


Gordon Moore’s legacy will live on through new paths & incarnations

Gordon Moore’s legacy will live on through new paths & incarnations
by Robert Maire on 03-25-2023 at 6:00 pm

Gordon Moore RIP

-Gordon Moore’s passing reminds us of how far we have come
-One of many pioneers of chip industry-but most remembered
-The most exponential & ubiquitous industry of all times
-“No exponential is forever”- Gordon Moore was an exponential

Remembering Gordon Moore

He will be remembered most for his observation… Read More


DesignCon 2023 Panel Photonics future: the vision, the challenge, and the path to infinity & beyond!

DesignCon 2023 Panel Photonics future: the vision, the challenge, and the path to infinity & beyond!
by Raha Vafaei on 02-28-2023 at 6:00 am

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The explosion in volume and consumption of data, fueled by industry trends in virtualization, networking, and computing among others, continues to push photonic solutions forward into leading positions. On Feb 2nd, I attended a panel by Ansys at DesignCon that brought together industry experts from Intel, GlobalFoundries,… Read More


IEDM 2023 – 2D Materials – Intel and TSMC

IEDM 2023 – 2D Materials – Intel and TSMC
by Scotten Jones on 02-20-2023 at 6:00 am

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Intel and TSMC make up two of the three leading edge logic companies. At IEDM held in December 2022, Intel presented a paper on 2D Materials and TSMC presented 6 papers. Clearly 2D materials are of great interest at least to two of the three leading edge logic companies. Before diving into the papers, some background context is needed.… Read More


PCIe 6.0: Challenges of Achieving 64GT/s with PAM4 in Lossy, HVM Channels

PCIe 6.0: Challenges of Achieving 64GT/s with PAM4 in Lossy, HVM Channels
by Kalar Rajendiran on 02-14-2023 at 6:00 am

Multi Level Challenges

As the premier high-speed communications and system design conference, DesignCon 2023 offered deep insights from various experts on a number of technical topics. In the area of high-speed communications, PCIe has a played a crucial role over the years in supporting increasingly higher communications speed with every new revision.… Read More


CEO Interview: Dr. Chris Eliasmith and Peter Suma, of Applied Brain Research Inc.

CEO Interview: Dr. Chris Eliasmith and Peter Suma, of Applied Brain Research Inc.
by Daniel Nenni on 01-06-2023 at 6:00 am

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Professor Chris Eliasmith (right side) is co-CEO and President of Applied Brain Research Inc. Chris is also the co-inventor of the Neural Engineering Framework (NEF), the Nengo neural development environment, and the Semantic Pointer Architecture, all of which are dedicated to leveraging our understanding of the brain to … Read More


IEDM 2022 – Ann Kelleher of Intel – Plenary Talk

IEDM 2022 – Ann Kelleher of Intel – Plenary Talk
by Scotten Jones on 12-06-2022 at 10:00 am

Ann 2022 IEDM Plenary Dec. 5 Roadmap Slide

Ann Kelleher is Intel’s Executive Vice President, General Manager, Technology Development, and she gave the first plenary talk to kick off the 2022 IEDM, “Celebrating 75 Years of the Transistor A Look at the Evolution of Moore’s Law Innovation”. I am generally not a fan of plenary talks because I think they are often too broad and… Read More


IDEAS Online Technical Conference Features Intel, Qualcomm, Nvidia, IBM, Samsung, and More Discussing Chip Design Experiences

IDEAS Online Technical Conference Features Intel, Qualcomm, Nvidia, IBM, Samsung, and More Discussing Chip Design Experiences
by Daniel Nenni on 11-29-2022 at 10:00 am

IDEAS 2022 Just Topics Icon

Ansys is hosting IDEAS Digital Forum 2022, a no-cost virtual event that brings together industry executives and technical design experts to discuss the latest in EDA for Semiconductors, Electronics, and Photonics.

See the full online conference agenda and list of speakers at www.ansys.com/IDEAS. The free registration will… Read More


Why Intel may be the first casualty if Beijing retaliates over Biden’s export controls

Why Intel may be the first casualty if Beijing retaliates over Biden’s export controls
by Craig Addison on 11-14-2022 at 6:00 am

Intel China Tower Semiconductor

After the Biden administration upped the ante in the tech war by restricting China’s access to advanced US semiconductor technology, the $64,000 question was “How might Beijing respond?”

Punishing American companies in China (like Apple and Tesla) was not considered likely given the employment they generate – Apple… Read More