ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake

ASML surprise not a surprise (to us)- Bifurcation- Stocks reset- China headfake
by Robert Maire on 10-16-2024 at 10:00 am

ASML 2024 Downturn
  • Investors finally realize the upcycle isn’t as strong as stocks indicated
  • Industry Bifurcation between AI & rest of industry continues
  • China spending risk/overhang finally kicks in
  • AI is super strong, majority of chips remain weak- Invest accordingly
ASML simply states chip industry reality that investors have
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Alchip Technologies Sets Another Record

Alchip Technologies Sets Another Record
by Daniel Nenni on 10-14-2024 at 10:00 am

Alchip Q2 2024

The ASIC business has always been a key enabler of the semiconductor industry but it is a difficult business. In my 40 years I have seen many ASIC companies come and go but I have never seen one like Alchip.

Alchip Technologies Ltd. was founded more than 20 years ago, about half way through my career.  I know one of the founders, a fiercely… Read More


Maximizing 3DIC Design Productivity with 3DBlox: A Look at TSMC’s Progress and Innovations in 2024

Maximizing 3DIC Design Productivity with 3DBlox: A Look at TSMC’s Progress and Innovations in 2024
by Kalar Rajendiran on 10-08-2024 at 10:00 am

3DFabric Silicon Validated Thermal Analysis

At the 2024 TSMC OIP Ecosystem Forum, one of the technical talks by TSMC focused on maximizing 3DIC design productivity and rightfully so. With rapid advancements in semiconductor technology, 3DICs have become the next frontier in improving chip performance, energy efficiency, and density. TSMC’s focus on streamlining the… Read More


Synopsys and TSMC Pave the Path for Trillion-Transistor AI and Multi-Die Chip Design

Synopsys and TSMC Pave the Path for Trillion-Transistor AI and Multi-Die Chip Design
by Kalar Rajendiran on 10-02-2024 at 10:00 am

OIP 2024 Synopsys TSMC

Synopsys made significant announcements during the recent TSMC OIP Ecosystem Forum, showcasing a range of cutting-edge solutions designed to address the growing complexities in semiconductor design. With a strong emphasis on enabling next-generation chip architectures, Synopsys introduced both new technologies and … Read More


TSMC Open Innovation Platform® Ecosystem Forum 2024 – China

TSMC Open Innovation Platform® Ecosystem Forum 2024 – China
by Admin on 09-30-2024 at 5:49 am

The TSMC Open Innovation Platform® Ecosystem Forum is a unique event that brings together the semiconductor design community and TSMC customers. The OIP Forum will feature multi-track technical presentation sessions along with an Ecosystem Pavilion. The Forum provides an ideal venue to build relationships with TSMC customers.… Read More


TSMC 16th OIP Ecosystem Forum First Thoughts

TSMC 16th OIP Ecosystem Forum First Thoughts
by Daniel Nenni on 09-26-2024 at 6:00 am

TSMC Advanced Technology Roadmap 2024

Even though this is the 16th OIP event please remember that TSMC has been working closely with EDA and IP companies for 20+ years with reference flows and other design enablement and silicon verification activities. The father of OIP officially is Dr. Morris Chang who named it the Grand Alliance. However, Dr. Cliff Hou is the one … Read More


Collaboration Required to Maximize ASIC Chiplet Value

Collaboration Required to Maximize ASIC Chiplet Value
by Kalar Rajendiran on 09-24-2024 at 10:00 am

Chiplet Alchip

It is a well-known fact that chiplets provide several advantages over traditional monolithic chips. Despite these benefits, the transition to a chiplet-based design paradigm presents challenges that need coordinated efforts across the industry. In essence, collaborative efforts among various players involved are not … Read More


TSMC OIP Ecosystem Forum Preview 2024

TSMC OIP Ecosystem Forum Preview 2024
by Daniel Nenni on 09-19-2024 at 10:00 am

TSMC OIP 2024

The 2024 live conferences have been well attended thus far and there are many more to come. The next big event in Silicon Valley is the TSMC Global OIP Ecosystem Forum on September 25th at the Santa Clara Convention Center. I expect a big crowd filled with both customers and partners.

This is the 16th year of OIP and it has been an honor… Read More


Samsung Adds to Bad Semiconductor News

Samsung Adds to Bad Semiconductor News
by Robert Maire on 09-16-2024 at 6:00 am

Samsung Layoffs Intel
  • Samsung follows Intel in staff reductions due to weakness in chips
  • Chip industry split between haves & have nots (AI & rest of chips)
  • Capital spend under pressure – Facing Eventual China issues
  • Stick with monopolies, avoid commodities

Samsung announces layoffs amid weak chip business and outlook
Samsung announced… Read More


The Chip 4: A Semiconductor Elite

The Chip 4: A Semiconductor Elite
by KADEN CHUANG on 08-29-2024 at 6:00 am

Semiconductor Value Chain Market Share II
Can a 4-member alliance reshape the semiconductor industry?
Photo by Harrison Mitchell on Unsplash

Semiconductors are ubiquitous in electronics and computing devices, making them essential to developments in AI, advanced military, and the world economy. As such, it is unquestionable that nations attain considerable … Read More