– High NA EUV’s coming out party – “Dawn” of the Angstrom Era
– Well attended, positive vibes, not much new but good progress
– Concerns about Samsung slowing spend while Intel accelerates
– KLA reticle inspection quandary – Risky business in China
Tag: moore’s law
ISC High Performance 2024
ISC High Performance 2024 connects public and industry users and technology developers in Hamburg, Germany, from May 12 – 16.
As Moore’s Law slows down and semiconductor fabrication costs rise, high performance computing (HPC) is at a critical juncture. Cloud hyperscalers are increasingly dominating computing economics
2024 Semiconductor Cycle Outlook – The Shape of Things to Come – Where we Stand
- What kind of recovery do we expect, if any, after 2 down years?
- What impact will China have on the recovery of mature market chips?
- What will memory recovery look like? Will we return to stupid spend?
- Stock selection ever more critical in tepid recovery
Chip stocks have rocketed but the industry itself, not so much, “Anticipation….is
… Read MoreWill Chiplet Adoption Mimic IP Adoption?
If we look at the semiconductor industry expansion during the last 25 years, adoption of design IP in every application appears to be one of the major factors of success, with silicon technology incredible development by a x100 factor, from 250nm in 2018 to 3nm (if not 2nm) in 2023. We foresee the move to chiplet-based architecture… Read More
Podcast EP198: How Lightmatter Creates the Foundation for the Next Moore’s Law with Ritesh Jain
Dan is joined by Ritesh Jain. Ritesh is the senior vice president of engineering and operations for Lightmatter. Prior to joining Lightmatter, Ritesh was a vice president in Intel’s Data Center and AI group where he directed the hardware development across silicon packaging, power integrity, signal integrity, mechanical &… Read More
Uniquely Understanding Challenges of Chip Design and Verification
Jean-Marie Brunet is Vice President and General Manager of Siemens Hardware-Assisted Verification. He and I spoke recently about how different his hardware group is from the rest of the software-centric EDA product space and why a hardware-oriented EDA vendor like Siemens fully understands the challenges of the chip design… Read More
Future of Computing: Innovations in Domain-Specific Architectures
Join us for an impactful day aimed at deepening your understanding of the Domain-specific architecture (DSA) landscape and bridging gaps between startups and established market players. Our array of talks will explore varied aspects like industry trends, challenges, DSA investments, and first-hand startup narratives, … Read More
Gordon Moore’s legacy will live on through new paths & incarnations
-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
Keysight Expands EDA Software Portfolio with Cliosoft Acquisition
During the day I do M&A work inside the semiconductor ecosystem and I have been part of more than a dozen acquisitions during my career so I know a good one when I see it and I see a great one with Keysight and Cliosoft, absolutely.
Cliosoft came to SemiWiki 12 years ago when we first went online so I know them quite well. With more than… Read More
Rethinking the System Design Process
The system design process can incorporate linear thinking, parallel thinking, or both, depending on the nature of the anticipated system, subsystem, or element of a subsystem. The structure, composition, scale, or focal point of a new/incremental system design incorporates the talents and gifts of the designer in either a … Read More