Micron and Memory – Slamming on brakes after going off the cliff without skidmarks

Micron and Memory – Slamming on brakes after going off the cliff without skidmarks
by Robert Maire on 10-03-2022 at 10:00 am

Wiley Coyote Semiconductor Crash 2022 1

-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


Moore’s Law is Dead – Long-live the Chiplet!

Moore’s Law is Dead – Long-live the Chiplet!
by Paul McWilliams on 09-30-2022 at 8:00 am

Moores Law Slows

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


EDA Product Mix Changes as Hardware-Assisted Verification Gains Momentum

EDA Product Mix Changes as Hardware-Assisted Verification Gains Momentum
by Lauro Rizzatti on 08-23-2022 at 10:00 am

Semiwiki Hero Image Lauro Rizzatti

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


WEBINAR: A Revolution in Prototyping and Emulation

WEBINAR: A Revolution in Prototyping and Emulation
by Daniel Nenni on 08-23-2022 at 6:00 am

MimicPro Picture

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.

Register Here

The speed of Moore’s law… Read More


Podcast EP100: A Look Back and a Look Ahead with Dan and Mike

Podcast EP100: A Look Back and a Look Ahead with Dan and Mike
by Daniel Nenni on 08-12-2022 at 10:00 am

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


Intel and TSMC do not Slow 3nm Expansion

Intel and TSMC do not Slow 3nm Expansion
by Daniel Nenni on 08-09-2022 at 10:00 am

Pat Gelsinger and CC Wei SemiWiki

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


Calibre, Google and AMD Talk about Surge Compute at #59DAC

Calibre, Google and AMD Talk about Surge Compute at #59DAC
by Daniel Payne on 07-25-2022 at 10:00 am

Google Cloud vendor of the year min

In 2022 using the cloud for EDA tasks is a popular topic, and at DAC this year I could see a bigger presence from the cloud hardware vendors in the exhibit area, along with a growing stampede of EDA companies. Tuesday at DAC there was a luncheon with experts from Siemens EDA, Google and AMD talking about surge compute. I already knew Michael… Read More


Scaling is Failing with Moore’s Law and Dennard

Scaling is Failing with Moore’s Law and Dennard
by Dave Bursky on 05-12-2022 at 6:00 am

Scaling is Falling SemiWiki

Looking backward and forward, the white paper from Codasip “Scaling is Failing” by Roddy Urquhart provides an interesting history of processor development since the early 1970s to the present. However it doesn’t stop there and continues to extrapolate what the chip industry has in store for the rest of this decade. For the last… Read More


Semiconductor Capital Equipment Series: Introduction

Semiconductor Capital Equipment Series: Introduction
by Doug O'Laughlin on 03-06-2022 at 10:00 am

Semiconductor Capital Equipment Series 1

Semicap is in some ways the unsung hero of American global dominance in semiconductors. The US punches above its weight in terms of market share compared to demand, but specifically in three categories. EDA, IP, and Equipment.

I hope to write about everything there can be said about semiconductors, and EDA is a place I understand… Read More


Intel Evolution of Transistor Innovation

Intel Evolution of Transistor Innovation
by Daniel Nenni on 03-03-2022 at 10:00 am

Intel Transistor Innovations 1971

Intel recently released an exceptional video providing an insightful chronology of MOS transistor technology.  Evolution of Transistor Innovation is a five-minute audiovisual adventure, spanning 50 years of Moore’s Law.  Some of the highlights are summarized below, with a few screen shot captures – the full video is definitely… Read More