-Chip cycle will come down. Only question is landing impact
-What does cyclical end do to re-shoring & build out plans?
-Is it less demand, excess supply or both? Does it matter?
-CHIP Act rescue efforts get desperate switching to threats
Any landing you can walk away from is a good one
For those of us who have been in the semiconductor… Read More
Qualcomm is a common name in mobile industry for chips. The company has generated $33 billion in revenue in 2021 and continues to march ahead with its innovations. However, Qualcomm doesn’t get the same visibility and mention as Nvidia and Intel in the world of AI chips. By our estimate, Qualcomm’s contribution to … Read More
Dan is joined by Dr. Ambar Sarkar, a member of the Design Automation Conference (DAC) Executive Committee and platform architect at Nvidia. Ambar and Dan explore the new Engineering Tracks at DAC – their purpose and noteworthy content. Topics such as the cloud, global supply chain and silent hardware errors are discussed,… Read More
I can remember back in the 1980s how Apollo workstations were quite popular, because they accelerated the graphics display time for EDA tools much better than competitive hardware. Fast forward to 2022 and we have the same promise of speeding up EDA tools like PCB layout editing by using a GPU. At the 58th DAC there was a session called,… Read More
-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown
It was the best of times, it was the worst of times
We find it an incredible juxtaposition… Read More
NVIDIA today announced that its CEO and founder Jensen Huang will host renowned AI pioneers Yoshua Bengio, Geoffrey Hinton and Yann LeCun at the company’s upcoming technology conference, GTC21, running April 12-16. The event will kick off with a news-filled livestreamed keynote by Huang on April 12 at 8:30 am Pacific.
Bengio,… Read More
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
On June 1, 2015 Intel and Altera announced , that they had entered into a definitive agreement under which Intel would acquire Altera for $16.7 billions. That was a major milestone for the FPGA community as Xilinx and Altera were the main FPGA vendors.
After the official announcement of AMD to acquire Xilinx, there is a huge… Read More