One-on-One With proteanTecs CEO Shai Cohen


The acceleration of technology is unprecedented: AI data centers, edge build-out, robotics, photonics, quantum, multi-die assemblies. Semiconductor Engineering Editor in Chief Ed Sperling talks with proteanTecs CEO Shai Cohen about what's changing and what impact it will have. Click here to listen. » read more

EDA and IP Revenue Up 8.8%


EDA and IP revenue grew 8.8% in Q3 2025 to $5.566 billion, up from $5.115 billion in the same period in 2024, according to new data from ESD Alliance. But beneath those respectable, if not spectacular numbers, some interesting shifts are underway. China returned to double-digit growth after several quarters of lackluster sales. But the biggest surprise was EDA/IP revenues from South Korea an... » read more

Navigating Geopolitical Shifts And AI-Driven Growth: Insights From The SEMICON West 2025 Market Symposium


By Clark Tseng and Nishita Rao The 2025 SEMICON West Market Symposium brought together leading analysts and strategists to decode the powerful forces shaping the global semiconductor market. Building on last year’s focus on fabless growth and workforce initiatives, this year’s sessions centered on the rising influence of geopolitics, trade policy, and AI-driven investment. Experts from... » read more

Startup Tips To Get From Seed Funding To Series A, B, C


Startups are often created by experienced engineers who figure out how to solve a technical problem they are dealing with at work, or by PhD candidates in research labs before they have even started their first full-time job. Either way, getting seed money to the tune of a few million dollars is relatively easy compared to securing further rounds of funding and achieving the company’s exit go... » read more

Silicon IP Continues Steady Growth Path


EDA and silicon IP revenue increased 8.6% to $5.089 billion in Q2 2025, up from $4.6855 billion in Q2 2024, according to the ESD Alliance. Total EDA revenue growth was assisted by impressive results in the CAE category, the largest tool sector, which showed 17.2% growth over Q2 2024. “It was another good quarter overall," said Walden C. Rhines, executive sponsor of the SEMI Electronic Desi... » read more

What Does Semiconductor Disruption Look Like?


When conducting interviews for my article on the incorporation of AI within EDA tools, Anand Thiruvengadam, senior director and head of AI product management at Synopsys, said, "AI has the potential to transform how customers do chip design. The entire EDA flow can be disrupted with AI." He is not alone in making this kind of statement. Each year, I do a predictions piece, and I ask about how A... » read more

Silicon IP Revenue Spikes


EDA and silicon IP revenue grew 12.8% in Q1 2025, totaling $5.098 billion compared to $4.522 billion in the same period last year, but the real story was on the IP side, surging 29.6% year-over-year to $1.577 billion. Drilling deeper into those numbers, revenue for non-reporting IP companies — predominantly Arm — jumped 34.1% YoY to $1.031 billion. That was positive news for the IP marke... » read more

TSMC: King Of Data Center AI


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

Automotive OEMs Face Multiple Technology Adoption Challenges


Experts At The Table: The automotive ecosystem is in the midst of significant change. OEMs and tiered providers are grappling with how to deal with legacy technology while incorporating ever-increasing levels of autonomy, electrification, and software-defined vehicle concepts, just to name a few. Semiconductor Engineering sat down to discuss these and other related issues with Wayne Lyons, seni... » 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

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