Chip Industry Week In Review


Chinese startup DeepSeek rattled the tech world and U.S. stock market with claims it spent just $5.6 million on compute power for its AI model compared to its billion-dollar rivals in the U.S. The announcement raised questions about U.S. investment strategies in AI infrastructure and led to an initial $600 billion selloff of NVIDIA stock. Since its launch, DeepSeek reportedly was hit by malicio... » read more

MACs Are Not Enough: Why “Offload” Fails


For the past half-decade, countless chip designers have approached the challenges of on-device machine learning inference with the simple idea of building a “MAC accelerator” – an array of high-performance multiply-accumulate circuits – paired with a legacy programmable core to tackle the ML inference compute problem. There are literally dozens of lookalike architectures in the market t... » read more

2025: So Many Possibilities


The stage is set for a year of innovation in the chip industry, unlike anything seen for decades, but what makes this period of advancement truly unique is the need to focus on physics and real design skills. Planar scaling of SoCs enabled design and verification tools and methodologies to mature on a relatively linear path, but the last few years have created an environment for more radical... » read more

What’s The Best Way To Sell An Inference Engine?


The burgeoning AI market has seen innumerable startups funded on the strength of their ideas about building faster, lower-power, and/or lower-cost AI inference engines. Part of the go-to-market dynamic has involved deciding whether to offer a chip or IP — with some newcomers pivoting between chip and IP implementations of their ideas. The fact that some companies choose to sell chips while... » read more

Startup Challenges In A Changing EDA World


The Electronic Design Automation (EDA) industry is a mature industry, but it's also one that is constantly changing. Each process node and packaging technology advancement places new demands and constraints on existing tools. In addition, changing design problems and paradigms transform how design teams operate, and the goals they target. For a relatively small industry, EDA requires a dispr... » read more

Is In-Memory Compute Still Alive?


In-memory computing (IMC) has had a rough go, with the most visible attempt at commercialization falling short. And while some companies have pivoted to digital and others have outright abandoned the technology, developers are still trying to make analog IMC a success. There is disagreement regarding the benefits of IMC (also called compute-in-memory, or CIM). Some say it’s all about reduc... » read more

To (B)atch Or Not To (B)atch?


When evaluating benchmark results for AI/ML processing solutions, it is very helpful to remember Shakespeare’s Hamlet, and the famous line: “To be, or not to be.” Except in this case the “B” stands for Batched. Batch size matters There are two different ways in which a machine learning inference workload can be used in a system. A particular ML graph can be used one time, preced... » read more

New AI Data Types Emerge


AI is all about data, and the representation of the data matters strongly. But after focusing primarily on 8-bit integers and 32‑bit floating-point numbers, the industry is now looking at new formats. There is no single best type for every situation, because the choice depends on the type of AI model, whether accuracy, performance, or power is prioritized, and where the computing happens, ... » read more

AI Drives IC Design Shifts At The Edge


The increasing adoption of AI in edge devices, coupled with a growing demand for new features, is forcing chipmakers to rethink when and where data gets processed, what kind of processors to use, and how to build enough flexibility into systems to span multiple markets. Unlike in the cloud, where the solution generally involves nearly unlimited resources, computing at the edge has sharp cons... » read more

Chip Industry Week In Review


Siemens announced plans to acquire Altair Engineering, a provider of industrial simulation and analysis, data science, and high-performance computing (HPC) software, for about $10 billion. Altair's software will become part of Siemens' Xcelerator portfolio and provide a boost to physics-based digital twins. Onto Innovation bought Lumina Instruments, a San Jose, California-based maker of lase... » read more

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