Simulating the Whole Car with Multi-Domain Simulation
Next significant automotive blog in a string I will be posting (see here for the previous blog). In the semiconductor world, mixed simulation means mixing logic sim, circuit sim, virtual sim (for...
View ArticleSemiconductor CapEx Down in 2024
U.S. President Biden announced on Wednesday an agreement to provide Intel with $8.5 billion in direct funding and $11 billion in loans under the CHIPS and Science Act. Intel will use the funding for...
View Article2024 Outlook with Srinivasa Kakumanu of MosChip
MosChip is a publicly traded company founded in the year 1999, they offer semiconductor design services, turnkey ASIC, software services, and end-to-end product engineering solutions. The company...
View ArticleASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
Nvidia changing name to AISi (AI silicon) reflecting business focus Nvidia to buy PSI Quantum to combine AI & quantum efforts ASML to move to U.S. to reduce China & employee restrictions New...
View ArticleSilicon Catalyst partners with Arm to launch the Arm Flexible Access for...
Winner and Runner-up to receive the contest’s largest ever technology credit for production tape-outs. This is an example of why I enjoy working with Silicon Catalyst. They collaborate with our...
View ArticleSemi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!
Design IP revenues had achieved $7.04B in 2023, with disparity between license, growing by 14% and royalty decreasing by 6%, and main categories. Processor (CPU, DSP, GPU & ISP) slightly growing by...
View ArticleASML- Soft revenues & Orders – But…China 49% – Memory Improving
ASML- better EPS but weaker revenues- 2024 recovery on track China jumps 10% to 49%- Memory looking better @59% of orders Order lumpiness increases with ASP- EUV will be up-DUV down “Passing Bottom” of...
View ArticleNot all Smartphones are Created Equal
TechInsights recognizes Earth Day 2024 by lifting the screen on smartphone semiconductor sustainability Smartphones are typically compared based on screen size, processor speed, and camera resolution....
View ArticleElectronics Turns Positive
Unit shipments of both PCs and smartphones versus a year ago have turned positive. According to IDC, PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q...
View ArticleIntel High NA Adoption
On Friday April 12th Intel held a press briefing on their adoption of High NA EUV with Intel fellow and director of lithography Mark Phillips. In 1976 Intel built Fab 4 in Oregon, the first Intel fab...
View ArticleLRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025?
– Lam reports another flat quarter & guide- No recovery in sight yet – Seems like no expectation of recovery until 2025- Mixed results – DRAM good- NAND weak- Foundry/Logic mixed-Mature weakening –...
View ArticleNvidia Sells while Intel Tells
AMD’s Q1-2024 financial results are out, prompting us to delve into the Data Center Processing market. This analysis, usually reserved for us Semiconductor aficionados, has taken on a new dimension....
View ArticleKLAC- Past bottom of cycle- up from here- early positive signs-packaging upside
– KLA reported a good QTR but more importantly passing the bottom – Lead times mean KLA gets orders early in up cycle-just behind ASML – Potential upside in upcycle as packaging needs more process...
View ArticleAn Enduring Growth Challenge for Formal Verification
A high-quality verification campaign including methods able to absolutely prove the correctness of critical design behaviors as a complement to mainstream dynamic verification? At first glance this...
View ArticleOops, We did it again! Memory Companies Investment Strategy
We are in the semiconductor market phase where everybody disagrees on what is going on. The market is up; the market is down. Mobile phones are up…. oh no, now they are down. The PC market is up—oh no,...
View ArticleWebinar: Samtec and Achronix Expand AI in the Data Center
The performance demands of data centers continues to grow, driven to large degree by the ubiquitous use of complex AI algorithms. On April 25, Embedded Computing Design held a very informative webinar...
View ArticleHow Samtec Helps Achieve 224G PAM4 in the Real World
224 Gbps PAM4 gets attention for applications such as data center, AI/ML, accelerated computing, instrumentation and test and measurement. The question is how real is it and what are the challenges...
View ArticleTools for Chips and Dips an Overview of the Semiconductor Tools Market
From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors. It is not a...
View ArticleSondrel’s Drive in the Automotive Industry
Ollie Jones, Vice President of Strategic Sales at Sondrel, has worked extensively across Europe, North America and Asia and has held a variety of commercial leadership roles in FTSE 100, private equity...
View ArticleA Webinar with Silicon Catalyst, ST Microelectronics and an Exciting MEMS...
Most MEMS and sensor companies struggle to find an industrialization partner that can support early-stage research and help develop and transition unique concepts to high-volume production. The wrong...
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