The world semiconductor market was $208 billion in third-quarter 2025, according to WSTS. This marks the first time the market has been above $200 billion. 3Q 2025 was up 15.8% from 2Q 2025, the highest quarter-to-quarter growth since 19.9% in 2Q 2009. 3Q 2025 was up 25.1% from 3Q 2024, the highest growth versus a year earlier since… Read More
Tag: qualcomm
PDF Solutions 2025 Users Conference & Analyst Day
The semiconductor industry is experiencing accelerated innovation; demand has never been higher, complexity never greater, and the opportunities never more exciting. But realizing this potential requires partnerships, shared secure scalable solutions, and a collective commitment to pushing boundaries.
In this two-day… Read More
Webinar: From RTL to Silicon: Qualcomm Closes the Power Gap with Module-Level Insights
Traditional RTL low power design techniques such as sequential clock gating are widely deployed across the industry. Yet, even after multiple RTL revisions, residual power inefficiencies often remain undetected until silicon, resulting in missed optimization opportunities.
This seminar presents a refined approach to
Semiconductor Tariff Impact
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
Alphawave Semi is in Play!
We started working with Alphawave at the end of 2020 with a CEO Interview. I had met Tony Pialis before and found him to be a brilliant and charismatic leader so I knew it would be a great collaboration. Tony was already an IP legend after his company was acquired by Intel. After 4+ years at Intel Tony co-founded Alphawave in 2017. Today,… Read More
Accellera and PSS 3.0 at #61DAC
Accellera invited me to attend their #61DAC panel discussion about the new Portable Stimulus Standard (PSS) v3.0, and the formal press release was also just announced. The big idea with PSS is to enable seamless reuse of stimulus across simulation, emulation and post-silicon debug and prototyping.
Tom Fitzpatrick from Siemens… Read More
3D IC Design Ecosystem Panel at #61DAC
At #61DAC our very own Daniel Nenni from SemiWiki moderated an informative panel discussion on the topic of 3D IC Design Ecosystem. Panelists included: Deepak Kulkarni – AMD, Lalitha Immaneni – Intel Foundry, Trupti Deshpande – Qualcomm, Rob Aitken – CHIPS, Puneet Gupta – UCLA, Dragomir Milojevic – imec. Each panelist had a brief… Read More
Arm Client 2024 Growing into AI Phones and AI PCs
I wrote last year about the challenge Arm Client/Mobile faces in growing in a saturated phone market and how they put a big focus on mobile gaming to stimulate growth. The gaming direction continues but this year they have added (of course) an AI focus, not just to mobile but also to other clients, notably PCs. It would be easy to be cynical… Read More
Anirudh Fireside Chats with Jensen and Cristiano
At CadenceLIVE 2024 Anirudh Devgan (President and CEO of Cadence) hosted two fireside chats, one with Jensen Huang (President and CEO of NVIDIA) and one with Cristiano Amon (President and CEO of Qualcomm). As you would expect both discussions were engaging and enlightening. What follows are my takeaways from those chats.
Anirudh
… Read MoreASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
- Nvidia changing name to AISi (AI silicon) reflecting business focus
- Nvidia to buy PSI Quantum to combine AI & quantum efforts
- ASML to move to U.S. to reduce China & employee restrictions
- New Japanese consortia firms join Rapidus & IBM fab team
Nvidia renaming to reflect AI reality
Nvidia which is now clearly seen as … Read More
