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


The State of The Foundry Market Insights from the Q2-24 Results

The State of The Foundry Market Insights from the Q2-24 Results
by Claus Aasholm on 08-20-2024 at 10:00 am

TSMC Leads but Challengers Follow 2024

If you work in the Semiconductor or related industry, you know that industry cycles can profoundly impact your business. It is crucial for strategic development to invest at the appropriate time and to rope the sails when necessary.

As a semiconductor investor, you’re accustomed to the ebb and flow of industry cycles. It’s… Read More


Weebit Nano is at the Epicenter of the ReRAM Revolution

Weebit Nano is at the Epicenter of the ReRAM Revolution
by Mike Gianfagna on 08-20-2024 at 6:00 am

Weebit Nano is at the Epicenter of the ReRAM Revolution

It’s well known that flash is the embedded non-volatile memory (NVM) incumbent technology. As with many technologies, flash is bumping into limits such as power consumption, speed, endurance and cost. It is also not scalable below 28nm. This presents problems for applications such as AI inference engines that require embedded… Read More


AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery

AMAT Underwhelms- China & GM & ICAP Headwinds- AI is only Driver- Slow Recovery
by Robert Maire on 08-19-2024 at 6:00 am

One Trick Pony
  • AMAT reports good but underwhelming quarter
  • China slowing creates revenue & GM headwinds- ICAPs weak
  • AI remains the one and only bright spot in both foundry & memory
  • Cyclical recovery remains slow – Single digit Y/Y growth
OK quarter – still slow growing, revs up only 5% Y/Y

AMAT came in at revenues of $6.78B… Read More