Semiconductors Up Over 20% in 2025

Semiconductors Up Over 20% in 2025
by Bill Jewell on 11-19-2025 at 2:00 pm

Semiconductors Up Over 20% in 2025 3

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


PDF Solutions 2025 Users Conference & Analyst Day

PDF Solutions 2025 Users Conference & Analyst Day
by Admin on 10-22-2025 at 3:28 am

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 partnershipsshared secure scalable solutions, and a collective commitment to pushing boundaries. 

In this two-dayRead More


Webinar: From RTL to Silicon: Qualcomm Closes the Power Gap with Module-Level Insights

Webinar: From RTL to Silicon: Qualcomm Closes the Power Gap with Module-Level Insights
by Admin on 10-15-2025 at 6:01 pm

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

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Semiconductor Tariff Impact

Semiconductor Tariff Impact
by Bill Jewell on 04-22-2025 at 3:00 pm

US Semiconductor Imports 2024 SemiWiki

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!

Alphawave Semi is in Play!
by Daniel Nenni on 04-07-2025 at 10:00 am

Awave Social Post Image

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 and PSS 3.0 at #61DAC
by Daniel Payne on 09-03-2024 at 10:00 am

PSS at #61DAC min

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

3D IC Design Ecosystem Panel at #61DAC
by Daniel Payne on 08-05-2024 at 10:00 am

bits per joule min

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

Arm Client 2024 Growing into AI Phones and AI PCs
by Bernard Murphy on 06-05-2024 at 6:00 am

AI phone

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

Anirudh Fireside Chats with Jensen and Cristiano
by Bernard Murphy on 05-14-2024 at 6:00 am

Fireside chat min

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

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ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum

ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
by Robert Maire on 04-01-2024 at 10:00 am

Moving to the US
  • 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