Will Semiconductor earnings live up to the Investor hype?

Will Semiconductor earnings live up to the Investor hype?
by Claus Aasholm on 07-10-2024 at 10:00 am

NVIDIA Fastest Growing Semiconductor company

The state of the Semiconductor Industry before the earnings season. This post will give the industry’s status before the results are revealed. We are sharing the information available.

The first Q2 swallows
A few companies with quarters not aligned to calendar quarters have reported. Nvidia was slightly ahead of expectations,… Read More


My Experience #61DAC

My Experience #61DAC
by Daniel Nenni on 07-08-2024 at 6:00 am

Needham DAC

The theme of this year’s DAC was Chips to Systems which is a full circle type of thing since systems companies used to make their own chips. Old school computer companies were the biggest chip makers when I started  in the semiconductor industry. IDMs like Motorola and Intel replaced them at the chip level. Shortly after I joined… Read More


Solido Siemens and the University of Saskatchewan

Solido Siemens and the University of Saskatchewan
by Daniel Nenni on 07-03-2024 at 10:00 am

Solido USask 2024

In my 40 years, I have worked for dozens of companies and just about everyone of them was acquired. Some of the acquisitions were accretive and some were not. Probably the best and most accretive one would be the Solido acquisition by Siemens EDA in 2017. I worked for Solido for ten years reporting to CEO Amit Gupta. I handled Taiwan … Read More


What if China doesn’t want TSMC’s factories but wants to take them out?

What if China doesn’t want TSMC’s factories but wants to take them out?
by Claus Aasholm on 07-02-2024 at 10:00 am

Foundry Numbers 2024

Insights into the Semiconductor Industry and the Semiconductor Supply Chain

I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More


TSMC OIP Ecosystem Forum 2024 – China

TSMC OIP Ecosystem Forum 2024 – China
by Admin on 07-01-2024 at 3:05 pm

Agenda

08:30 – 09:30

Registration & Ecosystem Pavilion

09:30 – 09:45

Welcome Remarks

09:45 – 10:15

TSMC Keynote

10:15 – 10:45

Coffee Break & Ecosystem Pavilion

TSMC Technical Talks

10:45 – 11:15
TSMC Technical Talk

OIP Partner Technical Talks

11:15 – 12:15
Partner Technical Session 1 to 3

12:15 – 13:30
Lunch & Ecosystem… Read More


VLSI Technology Symposium – Intel describes i3 process, how does it measure up?

VLSI Technology Symposium – Intel describes i3 process, how does it measure up?
by Scotten Jones on 06-28-2024 at 6:00 am

Figure 1. Process Key Dimensions Comparison.

At the VLSI Technology Symposium this week Intel released details on their i3 process. Over the last four nodes Intel has had an interesting process progression. In 2019, 10nm finally entered production with both high performance and high-density standard cells. 10nm went through several iterations eventually resulting in… Read More


Silicon Creations at the 2024 Design Automation Conference

Silicon Creations at the 2024 Design Automation Conference
by Daniel Nenni on 06-18-2024 at 6:00 am

DAC 2024 Banner

Silicon Creations is a self-funded, leading silicon IP provider with development in the US and Poland, and a sales presence worldwide. The company provides world-class IP for precision and general-purpose timing (PLLs), oscillators, low-power, high-performance multi-protocol and targeted SerDes, and high-speed differential… Read More


Blank Wafer Suppliers are not Totally Blank

Blank Wafer Suppliers are not Totally Blank
by Claus Aasholm on 06-09-2024 at 8:00 am

Sand to Semiconductors

AI requires more Silicon capacity
Deep in the supply chain, some wizards turn sand into perfect diamond-structured crystal disks of silicon, which are necessary for the entire semiconductor supply chain.

They are part of the semiconductor supply chain, making Silicon Sand almost a thousand times more valuable.

The glimmer … Read More


What’s all the Noise in the AI Basement?

What’s all the Noise in the AI Basement?
by Claus Aasholm on 06-05-2024 at 8:00 am

Nvidia is HUGE 2024

My dog yawns every time I say Semiconductor or Semiconductor Supply Chain. Most clients say, “Yawn…. Don’t pontificate – pick the Nasdaq winners for us!”

Will Nvidia be overtaken by the new AI players?

If you follow along with me, you might gain some insights into what is happening in AI hardware. I will leave others to do the… Read More


The Case for U.S. CHIPS Act 2

The Case for U.S. CHIPS Act 2
by Admin on 06-03-2024 at 8:00 am

America CHIPs ACT

Despite murky goals and moving targets, the recent CHIPS Act sets the stage for long term government incentives.

Authored by Jo Levy and Kaden Chaung

On April 25, 2024, the U.S. Department of Commerce announced the fourth, and most likely final, grant under the current U.S. CHIPS Act for leading-edge semiconductor manufacturing.… Read More