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


The Rising Tide of Semiconductor Cost

The Rising Tide of Semiconductor Cost
by Doug O'Laughlin on 02-13-2022 at 6:00 am

Moores Law Slowing Down

It Isn’t Transistory

There’s a quiet upheaval happening in the semiconductor industry. The rules that have always governed the industry are fraying, undoing assumptions that we took for granted, that was pounded into us in school. The irreproachable Moore’s Law, that exponential progress will make things cheaper, better,… Read More


More Than Moore and Charting the Path Beyond 3nm

More Than Moore and Charting the Path Beyond 3nm
by Kalar Rajendiran on 12-22-2021 at 10:00 am

Cadence AIML Technologies

The incredible growth that the semiconductor industry has enjoyed over the last several decades is attributed to Moore’s Law. While no one argues that point, there is also industry wide acknowledgment that Moore’s Law started slowing down around the 7nm process node. While die-size reductions still scale, performance jumps… Read More


Is Ansys Reviving the Collaborative Business Model in EDA?

Is Ansys Reviving the Collaborative Business Model in EDA?
by Daniel Nenni on 12-16-2021 at 10:00 am

Evolution of Multiphysics Complexity

The Electronic Design Automation (EDA) industry used to be a bustling bazaar of scrappy startups, along with medium sized companies that dominated a technology space, and big main-line vendors. The annual Design Automation Conference was noisy, hectic, and sprawled over multiple large convention halls. This diversity meant… Read More


Podcast EP50: What happens next in the CPU and GPU wars?

Podcast EP50: What happens next in the CPU and GPU wars?
by Daniel Nenni on 11-26-2021 at 10:00 am

Tom is the creator of the Moore’s Law Is Dead YouTube Channel and Broken Silicon podcast. He creates videos and writes articles containing in-depth commentary and analysis of what’s going on in Technology, Gaming, and Computer Hardware; and also recaps the news and interviews people working within the gaming &… Read More