SemiVoice

May 2

• KLAC- 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 control – 2024 2nd half weighted with stronger recovery likely in 2025 A solid quarter as expected with good … Read More The post KLAC- Past bottom of cycle- up from here- early positive signs-packaging upside appeared first on SemiWiki.
  KLA财报
• WEBINAR: Navigating the Power Challenges of Datacenter Infrastructure
  We all know power and energy management is a top-of-mind item for many, if not all new system designs. Optimizing system power is a vexing problem. Success requires coordination of many hardware and software activities. The strategies to harmonize operation for high performance and low power are often not obvious. Much… Read More The post WEBINAR: Navigating the Power Challenges of Datacenter Infrastructure appeared first on SemiWiki.
  Datacenter

May 1

• Nvidia 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. The rise of AI products, now the gold standard for semiconductor companies, has sparked a revolution in the industry, making… Read More The post Nvidia Sells while Intel Tells appeared first on SemiWiki.
  AMD财报
• Anirudh Keynote at CadenceLIVE 2024. Big Advances, Big Goals
  The great things about CEO keynotes, at least from larger companies, is that you not only learn about recent advances but you also get a sense of the underlying algorithm for growth. Particularly reinforced when followed by discussions with high profile partner CEOs on their directions and areas of common interest. I saw this recently… Read More The post Anirudh Keynote at CadenceLIVE 2024. Big Advances, Big Goals appeared first on SemiWiki.
  Cadence
• Will my High-Speed Serial Link Work?
  PCB designers can perform pre-route simulations, follow layout and routing rules, hope for the best from their prototype fab, and yet design errors cause respins which delays the project schedule. Just because post-route analysis is time consuming doesn’t mean that it should be avoided. Serial links are found in many PCB designs,… Read More The post Will my High-Speed Serial Link Work? appeared first on SemiWiki.

April 30

• Enabling Imagination: Siemens’ Integrated Approach to System Design
  In today’s rapidly advancing technological landscape, semiconductors are at the heart of innovation across diverse industries such as automotive, healthcare, telecommunications, and consumer electronics. As a leader in technology and engineering, Siemens plays a pivotal role in empowering the next generation … Read More The post Enabling Imagination: Siemens’ Integrated Approach to System Design appeared first on SemiWiki.
  EDA
• Ceva Accelerates IoT and Smart Edge AI with a New Wireless Platform IP Family
  Ceva is a very focused company. In its words, the leader in innovative silicon and software IP solutions that enable smart edge products to connect, sense, and infer data more reliably and efficiently. You can see some of its accomplishments here. The company has been licensing IP for more than twenty years with more than 17 billion… Read More The post Ceva Accelerates IoT and Smart Edge AI with a New Wireless Platform IP Family appeared first on SemiWiki.

April 29

• LRCX- 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 – Clearly disappointing to investors & stock hoping for a chip recovery Another Flat Quarter & … Read More The post LRCX- Mediocre, flattish, long, U shaped bottom- No recovery in sight yet-2025? appeared first on SemiWiki.
  Lam
• WEBINAR: The Rise of the DPU
  DPU

April 26

• One Step Ahead of the Quantum Threat

  When it comes to the security of tomorrow, the time to prepare is today, and at PQShield, we’re focused on shaping the way the digital world is protected from the inevitable quantum threat. We deliver real-world, quantum-safe hardware and software upgrades, and it’s our mission to help modernize the legacy security systems and

  … Read More

  The post One Step Ahead of the Quantum Threat appeared first on SemiWiki.

• CEO Interview with Clay Johnson of CacheQ Systems

  Clay Johnson has decades of executive experience in computing, FPGAs and development flows, including serving as vice president of the Xilinx (now AMD) Spartan Business Unit. He has a vision to enable the next phase of computing.

  Tell us about CacheQ.
  CacheQ is a little over six years old and we have about 10 people. We focus on application… Read More

  The post CEO Interview with Clay Johnson of CacheQ Systems appeared first on SemiWiki.

April 25

• Design Stage Verification Gives a Boost for IP Designers

  The concept of shift left is getting to be quite well-known. The strategy involves integrating various checks typically performed later in the design process into earlier stages. The main benefit is to catch and correct defects or errors at an earlier stage when it’s easier and faster to address. For complex SoC design, … Read More

  The post Design Stage Verification Gives a Boost for IP Designers appeared first on SemiWiki.

• Intel High NA Adoption

  On Friday April 12^th 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 outside of California. With the introduction of 300mm Oregon became the only development site for Intel with large manufacturing, development,… Read More

  The post Intel High NA Adoption appeared first on SemiWiki.

  EUVIntel
• 2024 Outlook with Ben Packman of PQShield

  Ben Packman, Senior Vice President at PQShield, leads global expansion through sales and partner growth across multiple vertical markets, alongside taking a lead role in briefing both government and the supply chain on the quantum threat.

  Tell us a little bit about yourself and your company.
  PQShield is a post-quantum cryptography… Read More

  The post 2024 Outlook with Ben Packman of PQShield appeared first on SemiWiki.

April 24

• Real men have fabs!

  “Real men have fabs” was an insult AMD founder Jerry Sanders hurled at his poor competitors who could not afford to build fabs. A few years later, AMD would be fabless, spinning off its manufacturing facilities as GlobalFoundries. This was the beginning of a transformative period for the industry.

  Lisa Su could rightfully retort:

  … Read More

  The post Real men have fabs! appeared first on SemiWiki.

  IDM
• Fault Sim on Multi-Core Arm Platform in China. Innovation in Verification

  How much can running on a multi-core (Arm) CPU speed up fault simulation? Paul Cunningham (GM, Verification at Cadence), Raúl Camposano (Silicon Catalyst, entrepreneur, former Synopsys CTO and now Silvaco CTO) and I continue our series on research ideas. As always, feedback welcome.

  The Innovation

  This month’s pick is Fault… Read More

  The post Fault Sim on Multi-Core Arm Platform in China. Innovation in Verification appeared first on SemiWiki.

  Arm
• Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity

  There has been much interest in Huawei’s and SMIC’s plans for 5nm production in the near future. Since there is no use of EUV in China, immersion DUV lithography (with a 76 nm pitch resolution) is expected to be used along with pitch quartering to achieve pitches in the 20-30 nm range expected for the 5nm and 3nm nodes [1].… Read More

  The post Huawei’s and SMIC’s Requirement for 5nm Production: Improving Multipatterning Productivity appeared first on SemiWiki.

April 23

• How Secure-IC is Making the Cyber World a Safer Place

  Securing the data and all the associated transactions that comprise our hyper-connected world is a daunting task. Security touches the hardware, software and all the channels connecting every device and every transaction. Threats can be embedded in software, hardware or systems can be compromised externally using a large … Read More

  The post How Secure-IC is Making the Cyber World a Safer Place appeared first on SemiWiki.

April 22

• Not 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. But when TechInsights looked at carbon footprints for manufacturing just the semiconductors of three flagship phones,… Read More

  The post Not all Smartphones are Created Equal appeared first on SemiWiki.

• Lifecycle Management, FuSa, Reliability and More for Automotive Electronics

  Synopsys recently hosted an information rich-webinar, modestly titled “Improving Quality, FuSa, Reliability, and Security in Automotive Semiconductors”. I think they undersold the event; this was really about managing all of those things through the lifecycle of a car, in line with auto OEMs strategies for the future of the… Read More

  The post Lifecycle Management, FuSa, Reliability and More for Automotive Electronics appeared first on SemiWiki.