The global semiconductor market is now solidly in a turnaround. WSTS revised its data for 2Q 2023 growth over 1Q 2023 to 6.0% from 4.2% previously. 3Q 2023 was up 6.3% from 2Q 2023. With our Semiconductor Intelligence forecast of 3% growth in 4Q 2023, the year-to-year growth in 4Q 2023 will be a positive 6%. This will set the stage for… Read More
As expected KLAC reported earnings at the … Read More
Anyone who has read my previous IEDM articles will know I view it as one of the best conferences on semiconductor process technology. From the tutorials, short courses and the conference papers there are so many great opportunities to keep up to date on the latest developments. The following are the conference organizers’ announcements… Read More
Dan is joined by Dr. Rahul Manepalli. Rahul is an Intel Fellow and Sr. Director of Module Engineering in the Substrate Package Technology Development Organization. Rahul and his team are responsible for developing the next generation of materials, processes and equipment for Intel’s package substrate pathfinding and development… Read More
Nvidia will likely become the largest semiconductor company for the year 2023. We at Semiconductor Intelligence (SC-IQ) estimate Nvidia’s total 2023 revenue will be about $52.9 billion, passing previous number one Intel at an estimated $51.6 billion. Nvidia’s 2023 revenue will be almost double its 2022 revenue on the strength… Read More
Dan is joined by William Ruby, director of product management for Synopsys Power Analysis products. He has extensive experience in the area of low-power IC design and design methodology, and has held senior engineering and product marketing positions with Cadence, ANSYS, Intel, and Siemens. He also has a patent in high-speed… Read More
Accellera sponsored a luncheon panel discussion at #60DAC, so I registered and attended to learn more about one of the newest working groups for Clock Domain Crossing (CDC). An overview of Accellera was provided by Lu Dai, then the panel discussion was moderated by Paul McLellan of Cadence, with the following panel members:
-SEMICON well attended but bouncing along the biz bottom
-Recovery seems at least a year away with memory even more
-AI creates hope but not impactful- Disconnect tween stocks & reality
-AMAT me too platform- Back end benefits from chiplets
SEMICON is certainly back to pre-covid levels or perhaps better.… Read More
Dan is joined by Priyank Shukla of Synopsys and Kent Lusted of Intel.
Priyank Shukla is a Sr. Staff Product Manager for the Synopsys High-Speed SerDes IP portfolio. He has broad experience in analog, mixed-signal design with strong focus on high performance compute, mobile and automotive SoCs.
Kent Lusted is a Principal Engineer… Read More
Intel held a webinar today to discuss their IDM2.0 internal foundry model. On the call were Dave Zinsner Executive Vice President and Chief Financial Officer and Jason Grebe Corporate Vice President and General Manager of the Corporate Planning Group.
On a humorous note, the person moderating the attendee questions sounded … Read More
