AMD

As an industry, we must collaborate because it’s going to take a village to solve Multiphysics, which in turn is the key to growth in 3D IC. No individual company can compete on every front.

Dr. Prakash Narain, president and CEO of Real Intent and a member of the ESD Alliance Governing Council, recently offered insights on the vexing functional verification challenges that consume a significant portion of the chip design cycle.

Jay Vleeschhouwer, managing director of Griffin Securities, has followed the EDA industry as a leading financial analyst for 25 years and is a popular speaker at the annual Design Automation Conference. Vleeschhouwer discusses his DAC presentation The State of EDA: A View from Wall Street.

SEMICON Europa, SEMICON West, SEMICON Japan, & SEMICON Taiwan welcome back exhibitors and visitors to show floors starting in mid-November as four of SEMI’s seven flagship events gather visionaries and industry leaders to explore the latest semiconductor trends and innovations by the end of 2021.

What does it mean to identify as LGBTQIA+ in the semiconductor industry? It’s an interesting question to ask, but a difficult one to answer. Because we live in a world in which cisgender heteronormity is assumed, it’s possible to self-identify as LGBTQIA+ without sharing that information publicly. Coworkers and managers might not even realize that their colleague or employee is gay, lesbian, transgender, non-binary or other. Unlike other minorities, notably people of color, LGBTQIA+ people may choose to keep their identities invisible.As I began outreach for this article, I recognized that some people might not want to expose a potential vulnerability to both their co-workers and a broader global audience of SEMI members, so I tried to make them feel more comfortable. I told them I’m a lesbian. I said that I’d send content for their review before publishing. But I quickly discovered that wasn’t enough, despite sweeping cultural and legal advances around LGBTQIA+ attitudes and identity. According to a 2020 Gallup Poll, 5.6% of U.S. adults now identify as LGBTQIA+, up from 4.5% just three years ago. In 2004, Massachusetts became the first U.S. state to legalize same-sex marriage, and in 2015, the U.S. Supreme Court made same-sex marriage legal in all 50 states. The semiconductor industry has been historically conservative. The times, however, are changing. Large chip companies such as AMD, Intel and Lam Research actively support diversity and inclusion efforts across minority groups, including LGBTQIA+, and that’s a good thing, but is it enough? And if not, what actions can SEMI members take to help LGBTQIA+ people in semiconductors feel safe enough to choose visibility?According to Antoinette Hamilton, global head of Inclusion and Diversity at Lam Research, more than 46% of LGBTQIA+ employees in the industry aren’t out in the workplace. That tells us there’s still work to be done, a challenge that Lam is embracing. With its Pride employee resource group (ERG) leading the way, partnerships with organizations such as PFLAG and Out Equal, and recruitment efforts made through organizations such as Out in Science, Technology, Engineering, and Mathematics (oSTEM), Lam has earned a score of 100 on the Human Rights Campaign Foundation’s Corporate Equality Index and was named one of the Best Places to Work for LGBTQ Equality.“At Lam, we understand the importance of empowering employees to bring their authentic self to work,” says Hamilton. “We believe when employees feel valued and included, each person can reach their full potential.”Back in 1992 when Intel paid to relocate Judi Goldstein, her partner and their son from New Jersey to Oregon, mainstream cultural attitudes toward gays and lesbians were very different. According to a June 1992 Gallup poll, only 48% of Americans thought that “gay or lesbian relations between consenting adults should be legal,” with 44% saying they should be illegal. A May 2020 Gallup poll recorded a dramatic shift in attitudes, with 72% affirming the legality of same-sex relations and only 24% opposed.By the late 1990s, Intel had extended domestic partner benefits to same-sex couples. “I registered my partner – now my wife – and our son, and realized that from then on, my whole family would have health insurance through Intel,” says Goldstein, who identifies as a gay woman and uses she/her pronouns. “Both relocating my family and providing family health coverage solidified my attachment to Intel, which was way ahead of other companies at the time.”By 1995, Goldstein became one of the first members of IGLOBE, Intel’s ERG for LGBTQ+ employees. Since that time, she’s observed further progress at Intel, first with the addition of gender identity and expression to Intel’s anti-harassment policy, and later with the inclusion of gender-neutral bathrooms at all major US sites. And advancement didn’t stop there.“We now have international IGLOBE chapters, a celebration of Pride Month in June, company support for the Equality Act and other legislation, a provision for transgender health benefits, and the launch of Self-ID efforts in 2017,” she says.From her start as software engineer more than 32 years ago to her current positions as director of the Open Source Audio and Security Engineering teams, Goldstein has played an instrumental role pioneering new technologies and mentoring other engineers at Intel – in addition to serving as a role model for LGBTQIA+ employees coming through the ranks. Now a grandmother with a five-year-old granddaughter, Goldstein lives in Oregon with her wife of more than 30 and two dogs. Location, Location, LocationAs social animals, we tend to value safe and welcoming places to live. When you’re LGBTQIA+, this may mean moving to an urban area that is more likely to embrace diverse orientations and cultures.After getting his master’s in astrophysics, Chuck Chung had a decision to make. Remain in the same field, which would limit his options on where to live, or get a doctorate in engineering, which would expand them.“In the ‘90s when I was making this choice, things were very different, and I knew that where I worked and lived would have a huge impact on how open I could be,” said Chung. “While I would have loved a career in astrophysics, I realized that engineering would be a more practical choice because I was more likely to find work in a city.”Both personally and professionally, engineering has proved a good choice for Chung. He’s lived in San Francisco and Silicon Valley for the past 18 years, where being out in the workplace is rarely an issue. “I compartmentalize my personal and professional lives when necessary, such as when business colleagues who are overseas talk about their families in casual conversation. Most of the time, though, my identity as a gay man is a non-issue, and I work for a company that really cares.”From his pioneering work in MEMS and genetic sequencing to his current focus on the next generation of microarchitectures at IBM, Chung has long thrived. Now, with a new book on MEMS Product Development – co-authored with two other Ph.D.’s, Alissa Fitzgerald and Carolyn White of A.M. Fitzgerald Associates – the best days of Chung’s career may still be ahead of him. He lives in the Bay area with his husband and their two children.Kunal Garg’s identity didn’t influence his career choices because when he started in semiconductors, he wasn’t out to himself or others. A few years into his engineering career at his former company, Garg realized his identity as a gay man at a time when the national discussion about same-sex marriage was at its apex – leading to some uncomfortable situations at work. “As some of my colleagues and managers openly debated same-sex marriage, they seemed oblivious to the fact that there were LGBTQIA+ people at work,” says Garg. “I knew then that I wanted to steer such conversations in a way that would feel safe and inviting for people like me, who work in this industry while being true to their identities.”Once he’d come out to his family and friends, particularly after he married his husband, Garg wasn’t willing to stay silent at work. “Although it took courage and internal struggle to come out to colleagues, my identity as a gay man wasn’t something I wanted to hide or deny anymore,” he says. “Some people laughed when I mentioned my ‘husband.’ The idea that their colleague, an engineer, an Indian immigrant, a man, could be gay and married to another guy was so foreign, it was almost laughable. Luckily, this didn’t stop me from being myself at work, and over time, these types of conversations became very rare.”Nonetheless, Garg looked around for ways to be part of the LGBTQIA+ engineering community. When he moved to AMD in Austin, he wanted to start with a clean slate. “When my manager called to invite me to join his team at AMD, I casually brought up the fact that my husband was going to need to start looking for a new job in Austin. And, very casually, he asked me what my husband did for a living, and we went on to discuss how Austin would be a great city for us to live in,” says Garg. “The fact that this was such a normal conversation was a big factor in my decision to join AMD.”Soon after starting as a design engineer at AMD, Garg found that LGBTQIA+ engineering community for which he’d been searching. He joined AMD’s Pride ERG, a group that he now chairs. “Being a part of this ERG has been transformational for me on a personal level and has allowed me to connect with my fellow engineers and people in my industry, beyond our mutual love for science and technology.”Become a change agentWhile some chip companies actively promote inclusion and diversity of LGBTQIA+ employees, others still have a long way to go. SEMI and the SEMI Foundation are uniquely positioned to help advance LGBTQIA+ equity issues in the microelectronics industry. "The SEMI Foundation is committed to promoting Diversity, Equity, and Inclusion (DEI) in our industry for the benefit of our workers and our member companies,” says Shari Liss, executive director of the SEMI Foundation. “We are designing programs for human resources departments, company leaders, and DEI allies to make the case for stronger DEI practices that will attract, retain, and promote LGBTQIA+ individuals and other underrepresented groups in our industry. We will soon publish SEMI's Roadmap to Diversity, Equity, and Inclusion and DEI Toolkit, which will contain tools to help companies strengthen their workplace cultures so everyone – including those that identify as LGBTQIA+ – will feel welcome, and will be able to do their best work."“If we want to truly see the semiconductor industry flourish on a global level, we need to push for equitable treatment of LGBTQIA+ and other minority employees,” says Garg. “SEMI can help by educating industry leaders, especially in countries outside North America and Europe, on how diversity and inclusion through policy are vital to their sustained productivity. These workshops and trainings should be data-driven to encourage companies to hire more LGBTQIA+ employees and to create policies that promote the well-being of all employees.”It’s not just at the company level or the industry association level that matters. Just as individuals are necessary change agents in proliferating greater equity among women and people of color, they’re also needed as allies of LGBTQIA+ people.“Like so many of us, I’d love to wave a magic wand to end discrimination based on gender identity or sexual orientation, but like any cultural shift, most change comes in small steps, not in giant leaps,” said Karen Lightman, executive director, Metro21: Smart Cities Institute – Carnegie Mellon University. “Fortunately, it’s easy to help make those small steps by becoming an ally to LGBTQIA+-identified people. When you see an injustice, don’t stay silent. Use your voice. There’s transformative power in that act alone. As one step, I’ve started using my pronouns when I introduce myself and now include them in my digital signature. It’s an easy way for me to express that I am an ally to LGBTQIA+-identified people.”Help us make the change. Use your voice. Get involved. Encourage your company to advocate for LGBTQIA+ inclusion and diversity.Maria Vetrano, principal of Vetrano Communications, is a PR consultant at SEMI Foundation.

Companies around the world are increasingly turning to mergers and acquisitions, research and development, and corporate venture capital (CVC) investment to sustain growth. For many years, global semiconductor companies including Intel, Qualcomm and Samsung have been active CVC investors. However, the economic fallout from the COVID-19 pandemic has forced many venture capital (VC) and CVC investors to rethink their investment strategies as they look to an uncertain future. To help provide SEMI members with the latest market trend information, SEMI Taiwan held the webinar Challenges and Opportunities in Corporate Venturing during the Global Pandemic Crisis on April 28th. Featured speaker James Mawson, founder and editor in chief of Global Corporate Venturing, provided an analysis of the pandemic’s impact on deal flow, capital movement, sentiment and strategies among CVCs. CVC takes larger role in past decadeCorporations have been increasingly active direct and indirect venture investors over the past decade. From 2011-2019, more than US$1.3 trillion of venture capital was invested globally, with corporations accounting for more than half that total, according to data from Pitchbook/GCV Analytics.Semiconductor companies that have been active in corporate venturing include Intel, Samsung, Nvidia, ARM, AMD, SK Hynix, Broadcom and Qualcomm. Pure-play semiconductor and chip companies tend to make few investments in their start-up counterparts because sector saturation of powerful incumbents leaves little opportunity for growth, James said. “While it is hard to find entrepreneurs wanting to be engaged in pure play S C, once they do, they can be very valuable and often be able to bring disruptive forces to the whole ecosystem,” James said.S C corporate investors focus on chip applicationsSemiconductor companies looking beyond pure-play S C start-ups for investment opportunities often target applications or developers that require the additional data, processing power, and memory their chips provide. “There is lots of interest by the big chip companies such as Intel, Qualcomm, and Samsung in developing some of those chip applications, getting them used more and creating a whole ecosystem,” James said.For example, Intel Capital, based on its data-centric theme, has focused on areas like autonomous vehicles, data centers and artificial intelligence (AI) because of the sheer amount of data and processing power they require. In another notable trend, non-traditional S C players such as Apple and Alibaba are leveraging investments in start-ups to develop their own chips for competitive advantage, James said.March deal flow down 20% With COVID-19 slowing the global economy, James expects semiconductor and chip companies to scale back direct investments this year due to rising pressure on their balance sheets. Deal flow in March was down roughly 20% from February.James is hopeful corporates will focus on investing in innovation over the long term rather than target share buybacks to boost near-term earnings. James pointed out that investors can uncover opportunities by identifying future problems to be solved in areas such as quantum computing, biotech, energy, healthcare, communications and ICT. Still, in the near term, where there is a crisis, there is opportunity. While the pandemic hit some sectors hard, it benefits start-ups in industries including gaming, education and telemedicine. This time is different?James said corporates need to rethink the investment model they want to follow. One option is the approach taken by General Electric, which divested its investment team and sold all its portfolio companies last year. Another is to focus on the long term. For example, Intel Capital has been dedicated to investments in innovation for nearly 30 years and continues to invest during downturns.Compared with the internet bubble and global financial crisis, today there are more experienced and mature CVCs that better know how to negotiate a crisis. James also pointed out investors are interested in backing CVCs with sector investing experience. There are now more than 600 CVCs with a 10-year-plus track record.James expects a variety of funding models to emerge over the next decade as pressure on corporate balance sheets encourages corporate investors to consider models that allow third-party capital to effectively leverage their CVC units. Corporate investors are also open to other ways to efficiently deliver financial returns.For more information about the SEMI Taiwan Corporate Growth and Innovation Community, please contact Irene Lin at [email protected]. For GCV’s latest news and event, visit its website.Jo-Ann Su is senior director of the Corporate Growth and Innovation Community at SEMI Taiwan.

In the long unfolding arc of technology innovation, artificial intelligence (AI) looms immense. In its quest to mimic human behavior, the technology touches energy, agriculture, manufacturing, logistics, healthcare, construction, transportation and nearly every other imaginable industry – a defining role that promises to fast track the fourth Industrial Revolution. And if the industry oracles have it right, AI growth will be nothing shy of explosive.“The gains these days are not incremental,” said Ajit Manocha, SEMI president and CEO, said to a gathering in July of the Chinese American Semiconductor Professional Association (CASPA) for its Summer Symposium at SEMI’s headquarters in Milpitas. “They are hockey stick – exponential – with AI semiconductors growing in market size from $4 billion this year to $70 billion in 2025.”Manocha left little doubt that AI is remaking the semiconductor industry and, in the process, the world at large. Internet of Things (IoT) and 4G/5G, both key AI enablers, will account for more than 75 percent of device connections by 2025.“Today, 30 billion devices worldwide are connected,” Manocha said, citing an Applied Materials prediction that the number of connected devices globally will grow to between 500 billion and 1 trillion by 2030. Those devices will generate stunning amounts of data collected, interpreted and used to reason, solve problems, learn and plan, leading to the holy grail of autonomous machine behavior.To process this colossal amount of data central to the promise of AI, the industry must break through the limits of a key technology: memory. Memory a Critical AI BottleneckThe challenge for memory starts with performance. Historically, every decade gains in compute performance have outpaced improvements in memory speed by 100 times, and over the past 20 years that gap has grown, said Steven Woo, a fellow and distinguished inventor at Rambus, presenting at the symposium. The upshot is that memory has bottlenecked compute and, in turn, AI performance. The industry has responded with new ways to implement memory systems on AI chips. Each is suited to unique performance requirements and, of course, comes with trade-offs. Among the frontrunners: On-chip memory delivers the highest bandwidth and power efficiency but is limited in capacity. HBM (High Bandwidth Memory) offers both very high memory bandwidth and density. GDDR balances trade-offs among bandwidth, power efficiency, cost and reliability. Since 2012, AI training capability has grown 300,000 times, besting Moore’s law by 25,000 times in doubling every 3.5 months, a blistering pace compared to the 18-month doubling cycle of Moore’s law, Woo said. The staggering improvements have been driven by parallel computing capacity and new application-specific silicon like Google’s Tensor Processing Unit (TPU).These specialized silicon architectures and parallel engines are key to sustaining future gains in compute performance and combatting the slowing of Moore’s Law and the end of power scaling, Woo said. By rethinking the way processors are architected for certain markets, chipmakers can develop dedicated hardware capable of operating with 100 to 1,000 times greater energy efficiency than general purpose processors to overcome another big limiter to scaling compute performance – power.For its part, the memory industry can improve performance by signaling at higher data rates and using stacked architectures like HBM for greater power efficiency and performance, and by bringing compute closer to the data.Memory scaling for AIA key challenge is scaling memory for AI. Demand for better voice, gesture and facial recognition experiences and more immersive virtual reality and augmented reality interactions is tremendous, said Bill En, senior director at AMD, speaking at the symposium. These capabilities require more processing power across both high-performance computing (HPC) for big data analytics and machine learning as it relies on AI and machine intelligence to generate meaningful insights. Emerging machine learning applications include classification and security, medicine, advanced driver assistance, human-aided design, real-time analytics and industrial automation. And with 75 billion IoT-connected devices – all generating data – expected by 2025, there will be no shortage of data to analyze, En said. The wings alone of a new Airbus A380-1000 feature some 10,000 sensors.Mountains of this data are stored in massive data centers on magnetic hard drives, then transferred to DRAM before moving to SRAM within the CPU for the handoff to the compute hardware for analysis.With data growing at an exponential clip, the question is how to make sure all other memory systems can handle the flood of data. AMD’s answer is a chiplet architecture featuring eight smaller chips around the edge that drive the compute and a large chip in the center that doubles the IO interface and memory capability to in turn double chip bandwidth.AMD has also moved from a legacy GDDR5 memory chip configuration to HBM to bring memory bandwidth closer to the GPU for more efficient processing of AI applications. The HBM provides much higher bandwidth while reducing power consumption. Compared to DRAM, AMD’s HBM delivers a much faster data rate and far greater memory density, En said.Over the next decade, look for more performance improvements from multi-chip architectures, innovations in memory technology and integration, aggressive 3D stacking and streamlined system-level interconnects, he said. The industry will also continue to drive performance gains in devices, compute density and power through technology scaling.Michael Hall is a global marketing communications manager at SEMI.

AI vs. energy. Quantum for everyone. Biofabrication of human organs on a mass scale. Slowing advancements from Moore’s law.In the midst of a market dip, optimism reigned as keynote and AI Design Forum speakers addressed both looming challenges and explosive market opportunities during July 9-10 presentations at SEMICON West 2019 in San Francisco. SEMICON West again proved to be a magnet for visionaries who laid out the path to electronics innovation over the coming years.“The current business environment demands that the industry looks ahead toward issues that need attention sooner, not later – especially since we are approaching a once-in-a-generation inflection point that has the potential to be a $10 trillion opportunity,” observed SEMI Americas president Dave Anderson.Market forecasts punctuate the point: The microelectronics supply chain is on the verge of what has the potential to be the longest-lived electronics era.“Inflection points like this are rare, but not unprecedented,” Anderson added, citing 2007 as the inflection of the growth curve from new technologies that led to last year’s historic high semiconductor sales.SEMICON West squarely focused on the future, with a number of industry leaders noting that chip, tool and materials makers need to look beyond their immediate suppliers and customers in developing strategic partnerships. Dr. Cliff Young, data scientist with the Google Brain Team, for one, invited semiconductor and equipment firms to explore chip codesigning opportunities with his Google.The recently formed Quantum Economic Development Consortium – and its 50 members including Boeing, Google and IBM – debuted roadmapping activities devoted to the pursuit of U.S. leadership in the rapidly emerging global quantum computing industry. IBM’s Jeff Welser showcased the IBM Q Computer model built upon decades of semiconductor industry advances. Markets that could see staggering leaps from a quantum computational capacity include automotive, medical, financial and energy. Today, anyone can dabble with the future quantum computing capabilities by connecting online with IBM’s 16-qubit quantum computer. Dr. Aart de Geus, chairman and co-CEO of Synopsys, suggested that software and other programming tends to develop more quickly if it is open sourced. He recommends an open source model that allows semiconductor and equipment companies to work together in the cloud to speed chip development.Nate Baxter, TEL development and production group general manager, advocated sharing big data with competitors in pre-competitive spaces to ensure data quality, improve measurement and solve problems faster. The key is security. “Yes, we can share data while protecting it,” he said. “We’re quickly seeing opportunities that we didn’t know existed.”Gary Dickerson, Applied Materials president and CEO, said that embedding artificial intelligence (AI) in chips will drive significant long-term industry growth by processing far more big data computations much faster than humans can.That is, if there is enough electricity. Almost invisibly, AI-enabled machines already are crunching massive amounts of data while gulping power in the process. As AI use rapidly expands, current power grids will be stressed as never before. Dickerson added that speed of innovation, societal acceptance, security and safety will guide how well and quickly AI is adopted. A potential hurdle, however, is sustainability. He warned power constraints could be “very high” and a “barrier to AI adoption if we don’t drive innovation” in substantially reducing the power draw of power-hungry AI chips.Of the five members of a venture capitalist panel, four agreed that Moore’s Law as we knew it is dead. The promising news is that the average age of a first-time mobile phone user is 10, more than 40 percent of the world population is now under 25 and about to wield considerable market influence, and 5G is on the cusp of helping connect trillions of devices. AMD CEO Lisa Su noted “there’s a tremendous amount of innovation yet to come” from microarchitectural advances, chiplets and die stacking, and heterogenous platforms.And there’s nothing more innovative – or intriguing – than regenerating human organs in mass volume. Legendary inventor Dean Kamen laid out his well-funded plans to biofabricate the viscera of human existence but warned of two crucial missing pieces – scale and talent. “I’m here at SEMICON West to beg for high-tech’s help in getting artificial human organs out of labs and ramped up for volume manufacturing and widespread distribution,” Kamen said during his keynote. “The basic science already exists, but researchers can’t bring it to scale like Silicon Valley can.”The talent Kamen needs to fulfill his dream will come from the pool of skilled workers the microelectronics industry is feverishly working to recruit to make good on its own ambitions. As if on cue, SEMI endorsed Kamen’s FIRST Global program, establishing a united effort to encourage young people worldwide to pursue engineering careers. “Together, we can better help provide a path to success for generations to come,” SEMI’s Anderson said.Scott Stevens, SEMI

Would you buy your next hotdog in parts, from un-coordinated suppliers? For example: Get the bun from a baker, the sausage from a butcher, mustard and/or ketchup and veggies from the nearest supermarket? If yes, you may find the sausage being too small, the veggies too big for the bun, and, when you finally finished adding mustard/ketchup and start eating, you may “enjoy” a cold sausage on a soggy bun!This “hotdog example” is just a very simple way to highlight the advantages of a well-coordinated semiconductor supply chain. What may be a few dollars and cents wasted in this hotdog purchase, can become millions of dollars lost to delays and inefficiencies during the roll-out of a new electronic system.Complexity is Increasing the ChallengeThe very innovative semiconductor industry is continuing to develop more complete and complex building blocks for electronic system solutions, with the intent of making our customers’ lives easier. However, every new technology takes increasingly more time for technical and business interfaces to mature before all the semiconductor supply chain members can serve customers in a smooth, efficient and cost-effective manner. In particular, coordination between design and manufacturing has always turned out to be in the critical path.SEMI, the manufacturers’ trade organization, and the Electronic System Design (ESD) Alliance, representing electronic design automation (EDA) tools vendors, developers of intellectual property (IP = ready-made building blocks for ICs) and IC design service providers, both recognized these challenges. Late in 2018, these two industry organizations decided to jointly address this painful, costly and often a very frustrating, yet critical path and became Strategic Association Partners, The goal is to establish a well-coordinated semiconductor supply chain.To make the value propositions of this partnership highly visible and demonstrate the first joint accomplishments, SEMI’s well-known SEMICON West conference and, in its first year, ES Design West, will be conveniently co-located in San Francisco’s Moscone Center from July 9 to 11, 2019. The synchronized schedules and geographic proximity of these events not only outlines the multi-faceted interdependence of manufacturing and design but encourages and enables conference attendees to do, what previously would have been viewed as “forming cross-border relationships.” It’s a new word now — please join the path to success and expand your network!Navigating SEMICON West and ES Design WestJust in case you are not yet planning to come to San Francisco early July, please check the Agendas-at-a-Glance for SEMICON West and ES Design West, to see how broad and valuable these parallel conferences are for your business. In addition, every customer, partner and semiconductor industry supplier can, from July 9 –11, walk from one conference section to the other, arrange face-to-face meetings, in dedicated meeting rooms, with representatives from both camps and discuss, from the first project planning step to the final production ramp-up, the many topics that need to be coordinated across parts or the entire supply chain to minimize delays and/or cost over-runs.Who Will Lead the Discussions?Conference attendees can, in addition to meeting many important supply chain partners face-to-face, hear about the latest technologies and market trends from key executives in our industry. Featured speakers are: David Pellerin, Head of Global Business Development, Amazon Web Services Lisa Su, President, and CEO, AMD Gary Dickerson, President, and CEO, Applied Materials Laurent Le Faucheur, Principal Engineer, Digital Signal Processing and Machine Learning, Arm, Ltd. Renee St. Amant, Ph.D., Research Engineer in Emerging Technologies and US Innovator of the Year, ARM Dean Kamen, President DEKA Research Development, Founder First and First Global Jeffrey Welser, Ph.D., Vice President and Lab Director, IBM Research-Almaden Dean Drako, President and CEO, IC Manage, Inc. Oreste Donzella, Sr. VP Chief Marketing Officer, KLA Corporation Prakash Narain, President, and CEO, Real Intent, Inc. Aart de Geus, Chairman, and Co-CEO, Synopsys, Inc. Manish Pandy, Fellow, Synopsys, Inc. Nate Baxter, General Manager, Development and Production Group, TEL US Like in previous years, SEMICON West and ES Design West offer a range of special features, addressing Smart Manufacturing, Smart Transportation, Smart MedTech and Smart Workforce development in dedicated pavilions as well as an AI Design Forum. Also, the many exhibitors from both camps will give conference attendees convenient opportunities to get to know new supply chain partners and/or refresh long-term business relationships. Search for the exhibitors you want to meet early July here. Questions to Ask for a Well-Coordinated Semiconductor Supply ChainIf I may, I would like to ask my many friends in the manufacturing camp to spend some time in the ES Design West section and ask the exhibitors a few questions, like: What can you do to get me to profit faster? To reduce development and unit cost? To improve yield, product quality, and reliability? When can you visit my team to discuss how your company can contribute to our goals?Vice versa, I would like to encourage my friends in the design camp to spend time in the SEMICON West section and ask exhibitors what their companies offer. When talking to manufacturers of IC, passive components or circuit boards, assembly and test houses, please ask very specific questions like: How can we help you reduce iterations between you and your customers? How can we help to improve IC test programs? How can we increase the throughput of your manufacturing equipment? How can we apply machine learning (ML) and Artificial Intelligence (AI) to minimize equipment downtime, improve yields and/or shorten production ramp-up?I can assure you that you’ll not only win great friends “across the border” but will be very impressed by the expertise you’ll find in the other camp and the willingness for and benefits of cross-border cooperation.I look forward to meeting you at SEMICON West and ES Design West. Also, if your schedule allows, mark your calendars for the June 12 MEPTEC Luncheon at SEMI in Milpitas, June 18 for the GSA’s Silicon Summit in Santa Clara and June 25 to 27 for the IMAPS SiP Conference in Monterey, CA. Hope to see you at one or all of these important events!Article originally published in 3D InCites. Herb Reiter is president of eda 2 asic Consulting.

Standing-room only keynote speeches. A future awash in data amassed by transformative technologies and applications, with semiconductors at their core. Smart everything: Cars, medicine, manufacturing, workforce, you name it. The sheer numbers impressed as a record lineup of SEMICON West keynote speakers offered a glowing portrait of the future: The semiconductor industry stands on the cusp of a breakout expansion. Standing and seated shoulder-to-shoulder in the packed-to-gills opening keynote, the audience learned, indeed, that the best was yet to come: “This is the best SEMICON West, ever,” observed SEMI CEO Ajit Manocha. Here’s a glimpse of the keynotes by the numbers, starting with the luckiest of all. 7 – The number of keynotes – among the brightest lights in technology – sharing their visions of the future through the lens of breakthrough technologies that are nearly ready to make their indelible mark. Dozens of expert panelists also weighed in at SEMICON West, the annual U.S. flagship microelectronics gathering in San Francisco. 90 – The percentage of all data ever generated has been created in just the past two years as the cloud mushrooms with tweets, texts, emails, Facebook posts, YouTube videos, medical records and all manner of business information, noted Bill Bottoms, president and CEO of Third Millennium Test Solutions. In the years ahead, an almost unimaginable wealth of data will require analysis by artificial intelligence (AI) embedded in semiconductors to enable applications that go well beyond smart. 12-18 – That’s how many months it will take for data volume to double, predicted John Kelly III, IBM’s Senior VP, Cognitive Solutions. And it will double again and again, every 12-18 months. Kelly foresees a scale of growth “that will dwarf previous eras of computing … the number of opportunities is enormous.” Kelly’s four decades in computing gave considerable weight to his point that “in the industry, there has never been a more exciting point in time than today.” First – Technology is being re-born. Using baseball lingo, several speakers noted that we are just in “the first inning,” “the top half of the first inning” or “the beginning of the first inning” to make clear in the most emphatic terms the duration of prosperity that lies ahead for the industry. AI embedded in chips and demand for real-time analysis of AI data will be its fuel. As SEMI Americas president Dave Anderson observed with a smile, “We all know how long baseball games can go.” Third – That’s the current wave of machine learning the world is now experiencing, according to Sandia National Laboratories’ Principal Member Conrad James. Computers are now capable of solving many increasingly complex problems on their own, with no human intervention necessarily required, he said. 1000x – As spectacularly fast as computing power already is today, the industry will need to double that the rate of performance in the years ahead, predicted Applied Materials president and CEO Gary Dickerson. Demand for this herculean processing capacity will spur a “tremendous focus on innovation” among SEMI members, their customers and their customers’ customers. 5 to 15 – The remarkable amount of silicon that power today’s mobile devices will be overshadowed by the chips – equivalent in computing capacity to 5 to 15 cell phones – that will be the engine of self-driving and other features in future automobiles, predicted Pierre Ferragu, New Street Research Managing Partner, during the SEMI Bulls and Bears session. Automobiles with this souped-up computing capacity will sell in the millions worldwide in the years ahead, generating never-before-seen opportunities for the chip industry, he noted. 10,000 – It’s not just cars. Ten thousand is the number of sensors that will be built just into the wings of new Airbus A380-1000 aircraft, AMD CTO Mark Papermaster explained during his keynote. 10 terabits – The staggering amount of Facebook data uploaded daily in to the cloud, Papermaster noted. 1 Trillion – SEMI’s 2020 forecast that the industry will reach $500 billion in revenues by 2020 was eclipsed by one analyst, speaking at the SEMI Market Symposium on the first day of the event, predicted that the industry would top $1 trillion in the foreseeable future. SEMI’s Manocha later added that $1 trillion in industry revenue is possible by 2030, “maybe sooner.” 1 (sexy) coda – Coders are hip and software applications are the apple of the world’s eye. Even the most casual mobile device user knows that software apps makes it whirl. But “hardware is becoming sexy again,” said Applied Materials’ Dickerson, adding that equipment and other semiconductor hardware developed by SEMI members will enable the next great wave of global economic growth. Scott Stevens, SEMI