When Intel entered the foundry business with IDM 2.0 I was impressed. Yes, Intel had tried the foundry business before but this time they changed the face of the company with IDM 2.0 and went “all-in” so to speak. The progress has been impressive and today I think Intel is well positioned to capture the NOT TSMC business by providing… Read More
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
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
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
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
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
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
