The semiconductor ecosystem consolidation continues with an interesting acquisition of an EDA company by an IP company. Having worked with both Arteris and Semifore over the past few years I can tell you by personal experience that this is one of those 1+1=3 types of acquisitions, absolutely.
“We intend to grow revenue 14% to 15%, continue to drive notable ops margin expansion and aim for approximately 16% non-GAAP earnings per share growth.”
Synopsys, Inc. (NASDAQ:SNPS) Q4 2022 Earnings Call Transcript
Synopsys is the EDA bellwether since they report early and are the #1 EDA and #1 IP company. In addition to crossing… Read More
Readers of SemiWiki will be well aware of the challenges the industry has faced in photolithography in moving to new nodes, which drove the development of new EUV light sources as well as new masking techniques. Plasma etching is another key step in chip manufacturing that has also seen new challenges in the development of new sub-10nm… Read More
At the recent SPIE Advanced Lithography + Patterning Conference, Mark Phillips from Intel gave an insightful update on the status of the introduction of the 0.55 high numerical aperture extreme ultraviolet lithography technology. Mark went so far as to assert that the development progress toward high-NA EUV would support … Read More
COVID was certainly a black swan event but semiconductors have seen similar events over the past 50 years, some of which I have experienced personally. The Dot-com bubble comes to mind but there were others. The question is will history repeat itself and the answer, according to Malcolm Penn of Future Horizons, is yes.
Malcolm is… Read More
Dan is joined by Malcolm Penn, long-term semiconductor industry veteran and founder of Future Horizons, Dan and Malcolm review their last discussion on 2021 forecasts, which produced aggressive numbers many said were too optimistic. Their predictions turned out to be on the mark.
They also explore the topic of 2022 -what … Read More
Dan and Mike take some time to review 2021 – the events that led to growth, opportunities and challenges and a discussion of what lies ahead.
The views, thoughts, and opinions expressed in these podcasts belong solely to the speaker, and not to the speaker’s employer, organization, committee or any other group or individual.… Read More
Charbel Rizk is CEO of Oculi®, a spinout from Johns Hopkins University, a fabless semiconductor startup commercializing technology to address the high power and latency challenges of vision technology. Dr. Rizk recognized these as barriers to effective AI in his years of experience as a Principal Systems Engineer, Lead Innovator,… Read More
80% of specification optimization and almost 100% of the performance/power trade-offs can be achieved during architecture exploration of product design. RISC-V offers a huge opportunity with lots of pipeline and instruction set enhancement opportunities. Can it really attain the utopian success that people are looking… Read More
Dan and Mike are joined by Dr. Bernard Murphy. Bernard has recently published a book on entrepreneurship and the importance of storytelling. In this podcast, Bernard talks about his journey from a PhD in Nuclear Physics at Oxford University to a storied career in EDA and verification. Bernard discusses a fundamental shift in… Read More
