KLA reported… Read More
The Impact of the AI Revolution on the Server Manufacturers
While some will designate my research as market research, I view it differently. Having done and bought plenty of market sizing research, I have not seen it lead to any change in behaviour or strategy. It has been used to confirm a strategy already decided and the “great” … Read More
You don’t know you’re at a peak until you start to descend, and Hot Chips 2024 is proof that AI hype is still climbing among semiconductor vendors. Juggernaut Nvidia, startups, hyperscalers, and major companies presented their AI accelerators (GPUs and neural-processing units—NPUs) and touched on the challenges of software,… Read More
Despite a severe setback, Nvidia pulled it off once again
There have been serious concerns about the ROI on AI and yield problems with Blackwell, but Nvidia pulled it off again and delivered a result significantly above guidance.
Beating the revenue guidance of $28B with 2B$ to just above 30B$, representing 15% QoQ and a 122% YoY … Read More
A familiar face in EDA, Greg Lebsack met with me in the Empyrean booth at DAC this year on opening day to provide an update on what’s new. I first met Greg when he was at Tanner EDA, then Mentor and Siemens EDA, so he really knows our industry quite well. The company was a Silver level sponsor of DAC this year, and Empyrean offers tools for… Read More
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still alive.
We begin the analysis with the … Read More
What looks like a modest market expansion strategy is all but modest.
Insights into the Semiconductor Industry and the Semiconductor Supply Chain.
As usual, when TSMC reports, the Semiconductor industry gets a spray of insights that help understand what goes on in other areas of the industry. This time, TSMC gave more insight … Read More
When Intel entered the foundry business with IDM 2.0 I was impressed. Yes, Intel had tried the foundry business before but this time they changed the face of the company with IDM 2.0 and went “all-in” so to speak. The progress has been impressive and today I think Intel is well positioned to capture the NOT TSMC business by providing… Read More
The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.
The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More
Dan is joined by Dr. Ambar Sarkar, a member of the Design Automation Conference executive committee and the program chair of the Engineering Tracks. He has a broad background covering both software and hardware R&D. He has contributed to industry standards in areas such as functional verification and IP security. He is the… Read More
