category: Opinion

category: IoT, Security & Automotive

Iteration And Hallucination
By Brian Bailey - 26 Jun, 2025 - Comments: 0

Iteration loops have been a vital aspect of EDA flows for decades. Ever since gate delays and wire delays became comparable, it became necessary to find out if the result of a given logic synthesis run would yield acceptable timing. Over the years this problem became worse because one decision can affect many others. The ramifications of a decision may not have been obvious to an individual too... » read more

TSMC: King Of Data Center AI
By Geoff Tate - 16 Jun, 2025 - Comments: 0

Large language models (LLMs like ChatGPT) are driving the rapid expansion of data center AI capacity and performance. More capable LLM models drive demand and need more compute. AI data centers require GPUs/AI Accelerators, switches, CPUs, storage and DRAM. About half of semiconductors are consumed by AI data centers now. This percentage will be much higher by 2030. TSMC has essentially 1... » read more

The DAC Valuation
By Brian Bailey - 29 May, 2025 - Comments: 2

The Design Automation Conference is approaching fast, and the evidence of a funding gap is in plain sight. An entire day of the technical conference has been dropped. This is disheartening to say the least, and in the long term it may be a very costly mistake. The problems started when the Internet bubble burst in 2000. Until then, DAC was growing to the point whereby few convention halls we... » read more

Photonics Speeds Up Data Center AI
By Geoff Tate - 01 May, 2025 - Comments: 0

Photonics is playing an increasingly vital role in the acceleration of AI within data centers. The global market for optical components is already substantial, accounting for $17 billion in revenue last year. Historically, telecommunications — such as undersea cables and fiber-to-the-home — dominated demand. However, the datacom sector, especially AI-driven data centers, now accounts for... » read more

TSMC Tech Symposium 2025
By Barry Pangrle - 28 Apr, 2025 - Comments: 0

TSMC held its North America Technology Symposium on Wednesday, April 23, 2025 at the Santa Clara Convention Center and presented update information on its relentless march to ever finer geometries and higher levels of scaling. Figure 1, below, shows TSMC’s latest advanced technology roadmap. Compared to the roadmap presented at last year’s tech symposium, the new roadmap shows the “Hig... » read more

Tape-Out Failures Are The Tip Of The Iceberg
By Brian Bailey - 24 Apr, 2025 - Comments: 5

The headline numbers for the new Wilson Research/Siemens functional verification survey are out, and it shows a dramatic decline in the number of designs that are functionally correct and manufacturable. In the past year, that has dropped from 24% to just 14%. Along with that, there is a dramatic increase in the number of designs that are behind schedule, increasing from 67% to 75%. Over the ne... » read more

An Inside Look At UPF 4.0
By Barry Pangrle - 09 Apr, 2025 - Comments: 0

Energy and power efficiency are increasingly important in today’s products, and the additional complexity in new architectures to incorporate competitive power management schemes has magnified the need for newer and better methodologies for the verification, implementation, and reuse of power intent specifications. This is the focus of the new IEEE 1801-2024 Unified Power Format (UPF) 4.0 ... » read more

2030 Data Center AI Chip Winners: The Trillion Dollar Club
By Geoff Tate - 07 Apr, 2025 - Comments: 0

At the start of 2025, I believed AI was overhyped, ASICs were a niche, and a market pullback was inevitable. My long-term view has changed dramatically. AI technology and adoption is accelerating at an astonishing pace. One of the GenAI/LLM leaders, or Nvidia, will be the first $10 Trillion market cap company by 2030. Large language models (LLMs) are rapidly improving in both capability and ... » read more

Times Are Changing For EDA
By Brian Bailey - 27 Mar, 2025 - Comments: 1

The EDA industry is about 50 years old, and I see the people responsible for its first generation setting their LinkedIn employment status to 'retired, at home' almost daily. I, for one, have a foot in that camp, but reporting/writing is different than having a full-time job because I can control the time commitment. We have seen many serial entrepreneurs who have created several successful com... » read more

GPU Or ASIC For LLM Scale-Up?
By Geoff Tate - 17 Mar, 2025 - Comments: 1

The CEOs of OpenAI, Anthropic, and xAI share a strikingly similar vision — AI's progress is exponential, it will change humanity, and its impact will be greater than most people expect. This is more than just speculation. The market for AI, and its value, are real today: A human developer with GitHub CoPilot codes 55% faster with AI. GPT-4 scores 88th percentile on the LSAT vs. 50t... » read more

← Older posts

  • Sponsors

About

Navigation

Connect With Us

Copyright ©2013-2025 SMG   |  Terms of Service  |  Privacy Policy