Dan is again joined by Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors at Bernstein Research. Stacy is an unusual semiconductor analyst as he holds a Ph.D. in chemical engineering from MIT. His substantial technical knowledge allows for a deep dive on Intel and other semiconductor topics that you will… Read More
Named Ernst & Young’s Entrepreneur of the Year® 2021 Pacific Southwest – Orange County, Kurt Busch is a tech industry veteran with extensive experience in product development, having driven the successful launch of new products, ranging from SaaS and semiconductors for telecom and broadcast video to consumer electronics… Read More
Dan is joined by good friend and fellow boater Rich Goldman. Rich has a storied career in EDA that began at TI with Morris Chang and Wally Rhines, continued through a long career at Synopsys and included a book collaboration with Neil Armstrong, Stephen Hawking and Brian May (the lead guitarist for Queen),
Dan and Rich cover a lot … Read More
Daniel Nenni is joined by popular podcast guest Wally Rhines. Dan and Wally explore 2021, some of the expected results and some of the surprises. COVID, supply chains, chip shortages and international trade are just a few of the topics.
Wally and Dan then turn their attention to 2022. What kind of year will it be? What will be the … Read More
Digital IC designers use a well-known methodology with pre-designed standard cells and other IP blocks playing a major re-use role, however in the analog IC design world there are more nuanced requirements which often dictate that a new analog block be highly customized. The downside is that customizing analog IC layout takes… Read More
Dan is joined by industry veteran Charlie Janac, chairman, president and CEO of Arteris IP. Dan explores the various products that comprise system IP with Charlie, including the high growth markets he sees. Dan and Charlie also have an interesting discussion about autonomous driving – when and how it will likely be deployed… Read More
Dan and Mike are joined by Ambar Sarkar, the chair of the designer, IP and embedded tracks at DAC this year. Ambar talks about the breadth of these programs, including what topics are hot, along with some exciting new formats for presentation and interaction this year.
https://www.dac.com/
The views, thoughts, and opinions expressed… Read More
Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More
Analysts missed all warning signs until Intel spelled it out
12% stock drop shows disconnect and misunderstanding
No quick fix, this is a long term, uncertain problem & solution
Everyone ignored the obvious until it ran them over
A 12% stock drop is fault of investors/analysts not Intel
Whenever a stock drops 12% in one day there… Read More
Lam- good quarter but supply chain headwinds limit upside
Memory seems OK for now but watch pricing
China will also weaken which may add caution
Performance remains solid as does technology prowess
The yellow caution flag in the Semi race impacts Lam as well
As we suggested two weeks ago and saw with ASML this morning, supply chain… Read More
