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
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
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
-Micron announces more production cuts & lower forecast
-DRAM will be negative- NAND sounds barely flat (for now)
-Capital spending to be cut to near zero- essential only
-Will the rest of the industry follow suit?
“The first cut isn’t the deepest”
(Apologies to Rod Stewart)
When Micron first announced… Read More
-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important
Micron hitting the brakes after memory market already impacts
Micron capped off an otherwise… Read More
Dr. Gordon Moore was the Director of Research and Development at Fairchild when he wrote the paper, “Cramming More Components onto Integrated Circuits” that was published in the April 19, 1965 issue of Electronics. Following this publication, Dr. Carver Mead of Caltech declared Dr. Moore’s predictions as “Moore’s… Read More
The Design Automation Conference, as always, is a good barometer on the state of EDA and my area of interest, verification. The recent DAC offered plenty of opportunities to check on trends and the status quo.
Remarkably, exhibitors and attendees were upbeat about the chip design landscape despite concerns about supply chain … Read More
This webinar will introduce to you a revolutionary new way to do prototyping and emulation at best-in-class performance, productivity, and pricing by unifying the hardware and a new software stack so one system is capable of prototyping and delivering essential emulation functionality.
The speed of Moore’s law… Read More
Dan and Mike get together to reflect on the past and the future in this 100th Semiconductor Insiders podcast episode. The chip shortage, foundry landscape, Moore’s law, CHIPS Act and industry revenue trends are some of the topics discussed.
The views, thoughts, and opinions expressed in these podcasts belong solely to … Read More
The media has gone wild over a false report that Intel and TSMC are slowing down 3nm. It is all about sensationalism and getting clicks no matter what damage is done to the hardworking semiconductor people, companies and industry as a whole. And like lemmings jumping off a cliff, other less reputable media outlets perpetuated this… Read More