Jayant D'Souza

Here are some fascinating insights by Synopsys Inc's Sassine Ghazi on the broader technology trends driving the need for a digital transformation in industries like automotive. Sassine and Jon discuss how the rise of intelligent, autonomous, and interconnected systems is driving the need to virtualize physical testing and validation processes and how partnerships with platforms like Nvidia's Omniverse are crucial to enable an ecosystem of digital design and simulation tools. The long-term trajectory towards more software-defined systems is very clear! Check it out!

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Great CNBC interview from our CEO, Vince Roche, discussing our earnings today! I'm very proud of #teamADI for managing this cycle so well while preparing for a brisk future. ADI holds such a privileged position at the physical/molecular edge, architecting the intelligent edge together with our customers. Our earnings this morning (https://ow.ly/2ENv50RQPA6) provide some highlights of our journey in shaping the future together: - Improving Healthcare: We are gaining momentum in the fast-growing surgical robotics market, where our precise signal processing and connectivity products make a big difference for people around the world. - Advancing Industrial: We’re working with our customers to build the Digital Factory of the future, moving to higher bandwidth industrial Ethernet that can connect up to 10 times more devices on the factory floor. - Using AI: We’re adding AI to our technology to meet customer needs faster. For example, we’re using AI in our power management platform to adjust power trees for changing consumption patterns in data centers. Our solutions make it easier and quicker for power engineers, saving money and time. There were many more examples, such as optical connectivity infrastructure for AI, neural networks for audio, GMSL for ADAS, BMS in Europe.... too many to count! To my team: you know who you are and should enjoy this proud moment! A heartfelt thank you to our brilliant customers. Through our impactful partnerships – with trust, ambition, and courage - we are able to stay ahead of what’s possible and unlock breakthroughs that positively impact people and the planet! Chris W. Shalini Palmer Jerry Fan Katsu Nakamura Jim Mollica Jodi Dahlgard Elise Heffelfinger https://lnkd.in/e7Sf3Nrx

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Today, WGNSTAR had the honor of discussing the future of fabs with SEMI and Analog Devices at the SEMI Pacific NW Forum. While AI is a powerful tool, nothing can replace the human connection you get from meeting candidates. Carly Petrovic shared the importance of introducing young students to the semiconductor industry early on. With a labor shortage in the industry, it's crucial to develop the future workforce now. Feeling empowered after today's discussion! #SEMI #AnalogDevices #futureoftech #semiconductorindustry #AI #workforcedevelopment

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🔍It’s no mystery: there's no #AI without #hardware. As AI continues to help solve great mysteries from the ocean to space, here’s one I can help solve: custom chip #tech is mission-critical for the #future of AI. Unpack more insights in #ConnectingAI: https://lnkd.in/gw3jBcuJ #artificialintelligence #machinelearning

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It seems sad, especially for many long term employees. But this has the best chance to actually save Intel Corporation and it's legacy, much like AT&T and AMD in the past https://lnkd.in/g8gpyfnM In a letter to employees, CEO made many major announcements, which will lead to breakup of Intel: (1) foundry will now be a new legal entity. They also announces AWS deal for 18a but I would wait for future developments there. (2) Of the 15000 job cuts Intel announced a month ago, about half are done via voluntary reductions. Next month another 7000-8000 employees will be given pink slips (3) Despite completely cancelling 20A, and other nodes also faltering, Pat Gelsinger keeps talking about 5 nodes in 4 years, claims it is done. Now it will be the job of new Intel Foundry CEO to make these statements, Pat can take a break (4) as announced last few weeks - Intel secured "up to" 3billion funding promise for defence related chips. What isn't mentioned - this funding is conditional on 18A meeting it's milestones (5) "Greater independence for Intel Foundry" - don't you love when management consultants spin bad news? Rest of Intel can now operate as normal Semiconductor design houses and probably compete more effectively with AMD and Qualcomm. (6) Intel will not build foundries in Germany and Poland and frankly anywhere else. Everything is now based on market demand. Ireland fab will be finished and will continue to be main site for manufacturing. Arizona, Oregon, New Mexico and Ohio will be upgraded as per Intel's existing commitments to private equity. Oregon is basically a pilot fab, New Mexico is old and in the hands of United Microelectronics Corporation (UMC) now. Ohio has private equity investment and wafer guarantees so after Ireland Intel will probably ramp that one. Israel is more or less abandoned for future. Intel is leaving foundry business in a few years like AMD did with GlobalFoundries (7) Malaysia will have its advanced packaging build out, but since Intel has not been able to bag a major packaging customer outside of US defence contracts, I guess it's future is uncertain too (8) It is not written clearly, "but will leverage and complement our x86 franchise with a focus on enterprise, cost-efficient inferencing." seems to indicate that Intel is now not even pretending to go after AI training market. Gaudi is dead. No word here on FalconShores program, that's probably in trouble too unless a new x86 based inference variant is on cards. Otherwise #AI is in AI PC. (9) It seems on design house side, they are consolidating a number of departments between CCG (the laptop division) and DCAI (the servers group). NEX (networking) now has a very limited scope and will likely be on sale soon. (10) Intel selling 2/3 of its real estate - classic move by Private Equity owned companies in turnaround. Intel has better uses for the money let's hope this saves the mother of semiconductor industry

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