Yes Intel Should Go Private

Yes Intel Should Go Private
by Daniel Nenni on 09-22-2025 at 10:00 am

Lip Bu Tan Intel

Lip-Bu Tan started as Intel CEO on March 18th of this year and some very impressive changes have already taken place. Intel started the year with more than 100,000 employees and will finish the year with around 75,000. Reporting structures have been flattened and the Intel culture is being transformed back into an innovation driven… Read More


Webinar: From Theory to Reality: NVIDIA GPUs in Modern Simulations

Webinar: From Theory to Reality: NVIDIA GPUs in Modern Simulations
by Admin on 08-27-2025 at 8:01 pm

Join our webinar to see how AI-driven CFD-DEM workflows are transforming downhole plugging design. Learn to simulate interactions, automate exploration, and speed up decisions in R&D and design.

Date/Time:
September 4, 2025
1 PM EDT

Venue:
Virtual

Overview

Join us for an exciting series of live events dedicated to exploring

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Can RISC-V Help Recast the DPU Race?

Can RISC-V Help Recast the DPU Race?
by Jonah McLeod on 08-26-2025 at 10:00 am

Can RISC V Help Qualcomm

ARM’s Quiet Coup in DPUs

The datacenter is usually framed as a contest between CPUs (x86, ARM, RISC-V) and GPUs (NVIDIA, AMD, custom ASICs). But beneath those high-profile battles, another silent revolution has played out: ARM quietly displaced Intel and AMD in the Data Processing Unit (DPU) market.

DPUs — also called SmartNICs… Read More


A Big Step Forward to Limit AI Power Demand

A Big Step Forward to Limit AI Power Demand
by Bernard Murphy on 08-25-2025 at 6:00 am

Power estimation

By now everyone knows that AI has become the all-consuming driver in tech and that NVIDIA GPU-based platforms are the dominant enabler of this revolution. Datacenters worldwide are stuffed with such GPUs, serving AI workloads from automatically drafting emails and summarizing meetings to auto-creating software and controlling… Read More


Semiconductors Still Strong in 2025

Semiconductors Still Strong in 2025
by Bill Jewell on 08-14-2025 at 2:00 pm

Semiconductor Market Change 2025

The global semiconductor market in 2Q 2025 was $180 billion, up 7.8% from 1Q 2025 and up 19.6% from 2Q 2024, according to WSTS. 2Q 2025 marked the sixth consecutive quarter with year-to-year growth of over 18%.

The table below shows the top twenty semiconductor companies by revenue. The list includes companies which sell devices… Read More


Google Cloud: Optimizing EDA for the Semiconductor Future

Google Cloud: Optimizing EDA for the Semiconductor Future
by Admin on 08-02-2025 at 5:00 pm

On July 9, 2025, a DACtv session featured a Google product manager discussing the strategic importance of electronic design automation (EDA) and how Google Cloud is optimizing it for the semiconductor industry, as presented in the YouTube video. The talk highlighted Google Cloud’s role in addressing the escalating complexity… Read More


Siemens EDA and Nvidia: Pioneering AI-Driven Chip Design

Siemens EDA and Nvidia: Pioneering AI-Driven Chip Design
by Admin on 08-02-2025 at 6:00 am

DAC 62 Systems on Chips

On July 18, 2025, Siemens EDA and Nvidia presented a compelling vision for the future of electronic design automation (EDA) at a DACtv event, emphasizing the transformative role of artificial intelligence (AI) in semiconductor and PCB design. Amit Gupta, Vice President and General Manager at Siemens EDA, and John Lynford, head… Read More


New Cooling Strategies for Future Computing

New Cooling Strategies for Future Computing
by Daniel Payne on 07-17-2025 at 10:00 am

thermal panel dac min

Power densities on chips increased from 50-100 W/cm2 in 2010 to 200 W/cm2 in 2020, creating a significant challenge in removing and spreading heat to ensure reliable chip operation. The DAC 2025 panel discussion on new cooling strategies for future computing featured experts from NVIDIA Research, Cadence, ESL/EPFL, the University… Read More


Semiconductor Market Uncertainty

Semiconductor Market Uncertainty
by Bill Jewell on 05-28-2025 at 2:00 pm

2025 Semiconductor Market Forecast

WSTS reported 1st quarter 2025 semiconductor market revenues of $167.7 billion, up 18.8% from a year earlier and down 2.8% from the prior quarter. The first quarter of 2025 was weak for most major semiconductor companies. Ten of the sixteen companies in the table below had declines in revenue versus 4Q 2024, ranging from -0.1% from… Read More


Feeding the Beast: The Real Cost of Speculative Execution in AI Data Centers

Feeding the Beast: The Real Cost of Speculative Execution in AI Data Centers
by Jonah McLeod on 04-30-2025 at 10:00 am

Per Module Cost Breakdown RISCV

For decades, speculative execution was a brilliant solution to a fundamental bottleneck: CPUs were fast, but memory access was slow. Rather than wait idly, processors guessed the next instruction or data fetch and executed it ‘just in case.’ Speculative execution traces its lineage back to Robert Tomasulo’s work… Read More