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
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
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
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
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
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
President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor… Read More
At NVIDIA’s recent GTC conference, a Cadence-NVIDIA joint session provided insights into how AI-powered innovation is reshaping the future of data center infrastructure. Led by Kourosh Nemati, Senior Data Center Cooling and Infrastructure Engineer from NVIDIA and Sherman Ikemoto, Sales Development Group Director from … Read More
At the 2025 NVIDIA GTC Conference, CEO Jensen Huang delivered a sweeping keynote that painted the future of computing in bold strokes: a world powered by AI factories, built on accelerated computing, and driven by agentic, embodied AI capable of interacting with the physical world. He introduced the concept of Physical AI—intelligence… Read More
RISC-V conferences have been at full capacity and I expect this one will be well attended as well. Andes is the biggest name in RSIC-V. The most notable thing about RISC-V conferences is the content. Not only is the content deep, it is international from the top companies in the industry. It is hard to find a design win these days without… Read More
