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    by Published on 10-21-2018 05:00 AM
    1. Categories:
    2. Semiconductor Services,
    3. Semiconductor Advisors
    Article: Improving Methodology the NVIDIA Way-asml-experience-center.jpg

    ASML reported EUR2.78B in revenues with EUR2.08B in systems. 58% was for memory. EUV was EUR513M with 5 systems. Importantly orders were for EUR2.20B in systems at 64% memory and 5 EUV tools. This was likely better than expectations given the overall industry weakness. EPS of EUR1.60 was more or less in line with expectations. Guidance of roughly EUR3B in revenues for the December quarter is very good.
    ...
    by Published on 10-19-2018 10:00 AM
    1. Categories:
    2. Semiconductor Design
    -hogan-pss-paper-figure-1.jpg

    My usual practice when investing is to look at startup companies and try to understand if the market they are looking to serve has a significant opportunity for a new and disruptive technology. This piece compiles the ideas that I used to form an investment thesis in Portable Stimulus. Once collected, I often share ideas to get feedback. Please feel free to offer up suggestions and critique. Thanks - Jim
    ...
    by Published on 10-19-2018 05:00 AM
    1. Categories:
    2. Wally Rhines
    Article: Time in a model: xtUML and concurrency-honey_i_shrunk-kids-apple.jpg

    The "20 Questions with Wally Rhines" series continues

    Throughout the history of the EDA industry, pricing models have caused discontinuities in the way the industry operates. For ...
    by Published on 10-18-2018 10:00 AM
    1. Categories:
    2. Automotive
    -musk-magician-data-monetizer.jpg

    Tesla Motors CEO Elon Musk pulled a rabbit out of his hat last month making thousands of cars vanish and converting reports of production and delivery hell into market leadership for premium sedan deliveries. Following SEC legal action and a podcast where he ...
    by Published on 10-18-2018 05:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. ARM,
    4. Events,
    5. Mobile,
    6. IoT Internet of Things,
    7. Security
    Article: How GLOBALFOUNDRIES is Differentiating in 2013-arm-neoverse-min.jpg

    I don’t know if it was just me but I left TechCon 2017 feeling, well, uninspired. Not that they didn’t put on a good show with lots of announcements, but it felt workman-like. From anyone else it would have been a great show, but this is TechCon. I expect to leave with my mind blown ...
    by Published on 10-17-2018 05:00 AM
    1. Categories:
    2. Semiconductor Design,
    3. Events,
    4. Silvaco
    Why I stopped "writing" RTL-von_neumann.jpg

    Over the past 50 years in our industry, there have been three invariant principles:

    • Moore’s Law drives the pace of Si technology scaling
    • system memory utilizes MOS devices (for SRAM and DRAM)
    • computation relies upon the “von Neumann” architecture

    ...
    by Published on 10-16-2018 10:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. Automotive,
    4. Artificial Intelligence,
    5. Rambus
    Article: Apple Makes More on iPhone Than Samsung on Everything-memory-evolution.jpg

    In the wake of TSMC’s recent Open Innovation Platform event, I spoke to Frank Ferro, Senior Director of Product Management at Rambus. His presentation on advanced memory interfaces for high-performance systems helped to shed some light on the evolution of system ...
    by Published on 10-16-2018 05:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. Semiconductor Services
    The two Door Keepers: An Assertion, to make sure bad thing does not happen and covera-eda-stats.jpg

    According with ESDA, EDA revenues have grown YoY by 16.2% in Q2 2018, and this is the good news for our industry. The bad news is the decline of SIP (Design IP) revenues, by (3.1%) at the same time. As far as I am concerned, this figure looks weird, so I will try to understand the reason why SIP category can go wrong in a healthy EDA market, indicating a growing design starts number.
    ...
    by Published on 10-15-2018 10:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. FPGA,
    4. Flex Logix
    Why I stopped "writing" RTL-avionics.jpg

    The design of electronic systems for aerospace applications shares many of the same constraints as apply to consumer products – e.g., cost (including NRE), power dissipation, size, time-to-market. Both market segments are driven to leverage the integration benefits of process scaling.
    ...
    by Published on 10-15-2018 05:00 AM
    1. Categories:
    2. Semiconductor Design,
    3. Events,
    4. Silvaco,
    5. IoT Internet of Things,
    6. Automotive,
    7. Artificial Intelligence
    Why I stopped "writing" RTL-david-dutton.jpg

    Tom Dillinger and I attended the Silvaco SURGE 2018 event in Silicon Valley last week with several hundred of our semiconductor brethren. Tom has a couple blogs ready to go but first let’s talk about the keynote by Silvaco CEO David Dutton. ...

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