Podcast EP94: Wally Rhines Comments on the latest SEMI Electronic Design Market Data Report

Podcast EP94: Wally Rhines Comments on the latest SEMI Electronic Design Market Data Report
by Daniel Nenni on 07-15-2022 at 10:00 am

Dan is joined by Dr. Walden Rhines, former CEO of Mentor Graphics, which is now Siemens EDA, and current CEO of Cornami. Wally is also the Executive Sponsor of the SEMI Electronic Design Market Data Report, which is the topic of this podcast.

Wally reviews the latest report, including the backstory of how the report is generated and… Read More


Podcast EP65: Trust But Verify – The Backstory of Applied Materials and Cornami with Wally Rhines

Podcast EP65: Trust But Verify – The Backstory of Applied Materials and Cornami with Wally Rhines
by Daniel Nenni on 03-04-2022 at 10:00 am

Dan is joined by CEO of Cormani Wally Rhines. Wally discusses the recent strategic investment in Conrami made by Applied Ventures (the venture capital arm of Applied Materials Inc.). Wally explores what type of business models and manufacturing optimization can be made possible if fully homomorphic encryption (HFE) can… Read More


Podcast EP58: A look at 2021 and 2022 with Wally Rhines

Podcast EP58: A look at 2021 and 2022 with Wally Rhines
by Daniel Nenni on 01-21-2022 at 10:00 am

Daniel Nenni is joined by popular podcast guest Wally Rhines. Dan and Wally explore 2021, some of the expected results and some of the surprises. COVID, supply chains, chip shortages and international trade are just a few of the topics.

Wally and Dan then turn their attention to 2022. What kind of year will it be? What will be the … Read More


Conquering the Impossible with Aspiration and Attitude

Conquering the Impossible with Aspiration and Attitude
by Daniel Nenni on 01-19-2022 at 10:00 am

Conquering the Impossible with Aspiration and Attitude

Cornami is an interesting company. Their leader is also an interesting person. I’ve interviewed Wally Rhines many times on various topics. All of them have been big hits. Cornami is focused on enabling fully homomorphic encryption (FHE) in a commercially viable and widespread manner. Many say this isn’t possible, but Wally and… Read More


ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

ESDA Reports Double-Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves
by Mike Gianfagna on 01-18-2022 at 10:00 am

ESDA Reports Double Digit Q3 2021 YOY Growth and EDA Finally Gets the Respect it Deserves

 

It’s that time again. ESDA has recently released the numbers for Q3, 2021. Industry revenue increased 17.1% year-over-year from $2,953.9 million to $3,458.1 million in Q3 2021. The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 16.1%. Further, the companies tracked… Read More


Live 58th Design Automation Conference Coverage!

Live 58th Design Automation Conference Coverage!
by Daniel Nenni on 12-05-2021 at 10:00 am

Dan and Shushana Friday Harbor San Juan Islands

My beautiful first mate and I will be together at DAC this year. Her first DAC was 1985 in Las Vegas and we lived happily ever after. SemiWiki bloggers Tom Dillinger and Daniel Payne will also be at DAC attending sessions and meeting with exhibiting companies to learn and blog about the latest innovations inside the semiconductor … Read More


Silicon Catalyst Hosts an All-Star Panel December 8th to Discuss What Happens Next?

Silicon Catalyst Hosts an All-Star Panel December 8th to Discuss What Happens Next?
by Mike Gianfagna on 11-29-2021 at 6:00 am

Silicon Catalyst Hosts an All Star Panel December 8th to Discuss What Happens Next

Each year, Silicon Catalyst assembles a panel of industry luminaries to discuss important questions about the future. The charter of the Silicon Catalyst Industry Forum is to: “create a platform for broad-topic dialog among all stakeholders involved in the semiconductor industry value chain. The Forum topics focus on technicalRead More


Podcast EP48: Wally Rhines on the Morris Chang Award and $50M for Cornami

Podcast EP48: Wally Rhines on the Morris Chang Award and $50M for Cornami
by Daniel Nenni on 11-12-2021 at 10:00 am

Dan is joined by Dr. Wally Rhines. Dan discusses the recent announcement that Wally is the newest recipient of the Dr. Morris Chang Exemplary Leadership Award. The meaning of the award and some history of Morris Chang and TSMC are discussed. The recent funding round for Cornami, led by SoftBank, is also discussed. What is Cornami… Read More


ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming

ESD Alliance Reports Double-Digit Growth – The Hits Just Keep Coming
by Mike Gianfagna on 10-12-2021 at 6:00 am

ESD Alliance Reports Double Digit Growth – The Hits Just Keep Coming

The latest Electronic Design Market Data report was just published. The headline announces continued substantial growth for the sector: Electronic System Design Industry Logs Double-Digit Q2 2021 Year-Over-Year Revenue Growth, ESD Alliance Reports. While not quite the record-breaking growth reported last quarter, the… Read More


The Semiconductor Shortage False Narrative!

The Semiconductor Shortage False Narrative!
by Daniel Nenni on 10-01-2021 at 6:00 am

Port of Oakland

The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.

First, let’s look at a bit of semiconductor… Read More