Equalizers were initially designed and developed for movie theaters and amphitheaters or outdoor areas but now they have become ubiquitous. Equalization is essential for creating professional sound and creating real life like sound effects. Equalizers are used for controlling the energy/loudness of a particular frequency… Read More
Dan and Mike are once again joined by Dr. Walden Rhines for an overview of the M&A scene for semiconductors and EDA. Wally discusses the periodic expansion and contraction of these markets along with the factors that cause these trends. Wally concludes with a view of the future.
Wally Rhines is widely recognized as an expert … Read More
– Semi Situation Stems from long term systemic neglect
– Will require much more than money & time than thought
– Fundamental change is needed to offset the financial bias
– Auto industry is just the hint of a much larger problem
Like recognizing global warming when the water is up to your neck
The problem… Read More
In its February 20, 2021 edition, the Economist published an article entitled “How to kill a democracy; China faces fateful choices, especially involving Taiwan”. It went on to quote “To many Chinese, the island’s conquest is a sacred national mission” as well as a by-line “America is losing its ability to deter a Chinese attack… Read More
Dan and Mike are joined by Ray Zinn, the longest serving CEO in Silicon Valley. Join us for a tour of the very beginnings of the semiconductor industry and the rise of the fabless movement. Beyond a historical perspective, Ray also discusses the importance of semiconductor technology and its impact on the world, governments and … Read More
Semiconductor production can’t be turned on and off like a switch
Semiconductor fabs have to run 24/7 to make money. They have to be running full all the time to fully utilize the high running costs and in the case of new fabs, high capital costs.
Unlike a brake pad factory hat can hire and fire people at will and source readily … Read More
Dan and Mike are joined by industry luminary Jim Hogan. In a rare interview, Jim talks about his life – how he got into semiconductors, EDA and venture investing. Jim’s time at Cadence as well as his work at ARM are explored. Jim also provides a concise and informative overview of how venture investing works. The podcast… Read More
The goal of this Podcast Series is to bring semiconductor experts together to get to the truth about the matter at hand. We’ll get right to the point and not exceed 30 minutes of your time. If you have a topic you would like us to cover please post it on SemiWiki.com and we will get right to it.
After introductions from Daniel Nenni and his… Read More
- LCRX puts up a solid QTR and slightly soft guidance
- China Concerns weigh on future but COVID remains driver
- Memory spend could be better & help offset China
Solid September Quarter
Lam reported Non GAAP EPS of $5.67 versus $5.19 street and Revenues of $3.18B which was $70M better than street expectations. Lam obviously does … Read More
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More