The Electronic System Design (ESD) Alliance (a SEMI Technology Community) recently released their regular report on EDA revenue for Q3, 2020 . While the report is a normal occurrence, the numbers in this particular report are anything but normal. I have been reviewing these reports for many years, and I honestly can’t remember… Read More
Dan and Mike are joined by Dr. Walden Rhines for a scenic tour of Moore’s Law. The genesis and evolution of Moore’s Law are discussed, along with the fundamental processes that have driven it. How the technology world continues to grow and innovate in spite of a slowing of Moore’s Law is a central theme of the discussion.… Read More
Nvidia/ARM $40B. AMD/Xilinx $35B. Marvell/Inphi $10B. Despite the disruption of COVID, a wave of high value semiconductor acquisitions is sweeping the industry. Why? Did something happen that stimulated this consolidation? Until 2015, the industry was experiencing continuous “de-consolidation” that started in 1965. … Read More
Here is another installment regarding presentations at the Linley Fall Processor Conference. Every now and again, you see a presentation at an event like this that shakes you up. Sometimes in a good way, sometimes not so much. I attended the Cornami presentation on its new TruStream computational fabric and I was definitely shaken… Read More
Hands down, without a doubt, the most interesting CEO in semiconductors is Lip-Bu Tan, founder of Walden Capitol and current CEO of Cadence Design Systems. If you want to talk about a man with a plan it’s Lip-Bu Tan.
Before we get into the fireside chat between Tom Caufield and Lip-Bu at the GTC 2020 Virtual event let’s do a quick biography:… Read More
Wally Rhines is President and CEO of Cornami, Inc., a company named for its “tsunami of cores”. The company has developed a “TruStream” programming environment that generates independent executable streams of data and control. They have also designed a chip that provides the computational fabric for multi-core execution of… Read More
The ESD Alliance tracks revenue growth for a large number of EDA companies. Their recent report paints a positive picture in a landscape dotted with challenges and not-so-good news. The report cites 12.6% overall revenue growth for Q2 2020 vs. Q2 2019. Furthermore, the overall most recent four quarter revenue average has increased… Read More
This is going to be a record setting year for DAC content and attendance, absolutely!
My first DAC was in 1984 in Albuquerque New Mexico, right out of College, and I married my beautiful wife two months later. Thirty six DAC’s later I have four grown children, grandchildren, and the number one semiconductor design portal in the world.… Read More
I had the good fortune to catch a live webinar recently that was quite compelling – Conversation with Dr. Walden Rhines: Predicting Semiconductor Business Trends After Moore’s Law! Dr. Rhines, known to most as Wally, doesn’t need much of an introduction. Any semiconductor or EDA professional knows who he is and what he’s accomplished.… Read More
Content of this book has focused upon predictability of trends in the semiconductor industry based upon past trends, experience and ratios. What about newly emerging applications of semiconductors? After all, the entire history of the semiconductor industry is driven by emergence of new applications.
Artificial Intelligence… Read More
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Podcast EP4: Can China Really Become Self-Sufficient in Semiconductors?