Synopsys Inc’s Post

Let's welcome Synopsys Inc to the India Semiconductor Mission! Many thanks to them for stepping forward to be a catalyst fueling the Juggernaut of India Semiconductor Mission! Who is next? Please like, share and support the mission that benefits entire humanity! One Earth, One Family, One Future! Please forward this post to your alma-mater universities, favorite professors/lecturers, and last but not least, your friends and well-wishers to encourage their participation in Semicon India Roadshows! Hopefully, their participation in the roadshows, events, and webinars about Semiconductors and other related cutting-edge technologies could result in new courses making their way into university curricula! #NEP2020 #NationalResearchFoundation That said, I do not have any gainful employment with Synopsys Inc, ISM, MII or any other entity involved with this RoadShow. I receive no favors from them for posting this here. I am only encouraging everyone so that I learn more about their perspectives on the India Semiconductor Mission. It is like connecting the clusters of islands of intellectuals in the vast ocean of 1400 million people in India and over 7500 million people on the planet. Ultimately, I would like to ensure the success of the India Semiconductor Mission in the shortest possible time for the benefit of humanity! #DemocracyForHumanity Make In India for the world #makeinindia #IndiaSemiconductorMission #SemiconIndia2023 #digitaldivide

As always, it was a full week at SEMICON West in San Francisco. It was great to see many friends and to make several new connections. A few thoughts and musings from the past few days: The exhibit hall was notably missing the biggest equipment suppliers. No booths for Applied, ASML, Lam, TEL, etc. In some ways I suppose this makes sense. Semiconductor equipment sales are very top-heavy, meaning that the largest suppliers constitute a commanding share of the market. Does anyone in the industry really not know who to call for a leading-edge lithography or advanced metallization system? The semiconductor industry has $1T firmly in its sights. It’s almost like a rallying cry. Estimates for the timing to achieve this revenue milestone vary slightly, but it’s likely somewhere around 2030. Macrotrends such as AI/ML, transportation electrification, and IoT are poised to drive strong growth. It is an interesting time to be in the semiconductor field. CHIPS Act remains a huge focus. Organizations are still working to position themselves for the billions of dollars of manufacturing incentives, R&D investments, and tax credits. (Hint: If you haven’t already been working on this for multiple years, you’re way, way behind.) Regarding CHIPS, I’ve been impressed thus far with the way the US Dept. of Commerce has coordinated such a massive initiative. Information dissemination has been excellent and the process has been systematic and transparent. It’s often far too easy to criticize Washington, so let’s give credit when things go well. But there is still much to be done. Semiconductor workforce development is perhaps the greatest challenge facing the industry at this time. The new reshoring facilities that will be constructed in the US and elsewhere over the coming years will be of little benefit without a skilled workforce. This means engineers, maintenance technicians, equipment operators, and many other job types. Deloitte has estimated that, by 2030, more than one million additional skilled workers will be needed to meet demand in the semiconductor industry. A concerted and multi-faceted effort is required to meet this target. Some excellent ideas were discussed this week, including industry-wide promotional campaigns (think iconic commercials for Intel, Nike, & Apple) and programs targeting universities, community colleges, secondary education, and specific segments of the workforce. Certainly these weren’t the only themes. There was plenty of discussion around trade restrictions, supply chain continuity, net zero, and other topics. But I’ve tried to keep it reasonably brief for easy LinkedIn consumption. Message me if you’d like to discuss any of these in additional detail. #semiconductor #semiconwest2023 #chipsact #workforcedevelopment

Can you imagine a company growing in value by of Reliance Industries Limited in a day? In an astonishing turn of events, NVIDIA's stock witnessed a single-day gain that eclipsed the total market value of Reliance Industries. This meteoric rise can be attributed to several key factors:- 1) NVIDIA's dominance in the semiconductor industry, particularly in high-performance computing and artificial intelligence, has fuelled investor confidence. 2) Robust demand for NVIDIA's products amid global supply chain disruptions has further bolstered its stock price.  3) Strategic acquisitions and partnerships have positioned NVIDIA as a leader in cutting-edge technologies, driving optimism among shareholders. As the digital age evolves, NVIDIA continues to stand at the forefront of innovation, propelling its stock to unprecedented heights. As of today, NVIDIA is now the fourth largest stock and on Wall Street, the 3rd largest stock. #stocks #news #market

I am incredibly grateful for the opportunity to have attended the exclusive "Connect Day" event yesterday for the introduction of Intel Foundry, a world-class systems foundry made for the new era of computing. Listening to the insights shared by Industry leaders such as Pat Gelsinger and Stuart Pann from Intel Corporation, alongside other key players including the CEO of Arm, the Executive Chairman of Synopsys Inc, the VP of Siemens Digital Industries Software, the GM and VP of Ansys, and the president and CEO of Cadence Design Systems, was truly inspiring and educational. The enthusiasm and dedication displayed by the US Secretary of Commerce Gina Raimondo underscored the critical importance of the semiconductor industry. This sector is not only vital for technological advancement but also for economic growth and national security. One of the highlights for me was the discussion with OpenAI's CEO Sam Altman, which reminded us of the essential role that government plays in navigating this era of AI. Collaboration between the public and private sectors will be key in driving innovation and ensuring enough manufacturing capabilities. Excited to continue contributing to this dynamic industry and being part of shaping its future! #Intel #Semiconductor #AI #Innovation #TechIndustry #FutureTechnologies #GovernmentCollaboration

Great dicussion between Liz Claman of FoxBusiness.com and Cristiano R. Amon of Qualcomm. As Microsoft is top of mind today, a double click on that portion of the interview, but the whole thing is worth a watch ! "One thing that is really exciting for Qualcomm...Gen AI is actually a tailwind. We put ourselves in a mission in a partnership with Microsoft to build the next generation PCs. Think about what users want, they want more mobility, they want a device that is faster, it has more battery life and and that was the mission for Snapdragon X Elite, including us developing our own CPU which is the Orion CPU. We were on a mission to build the fastest processor for any PC. That was the role of X Elite and we delivered. We announced that last year at a Snapdragon Summit, the performance was incredible, actually exceeded our expectations because the CPU alone was faster than anything out there that have any processor for any laptop. But the good thing is, it happened at the same time that Gen AI is coming to the devices. So I think as Windows change to an AI in a co pilot experience, X Elite is the platform that is going to take that next generation Windows experience to consumers and that's a growth opportunity for Qualcomm." https://lnkd.in/gtksD92y

On March 7, the U.S. stock market was led by semiconductor and semiconductor equipment stocks that are directly benefiting from AI, led by Nvidia. Magnificent 7 stocks led the first rally with the theme of AI. Now, semiconductor and semiconductor equipment stocks, which are beneficiary industries, are leading the second rally. At the center of the first and second rallies is Nvidia, the stock of the Nasdaq emperor. #Nasdaq #Nvidia #Semiconductor #AI #SecondRally

How can this continue? Even if you buy the argument that Nvidia has a unique long term advantage in providing hardware for AI applications (I don't), how can consumption continue at this rate? Way back when I was more heavily involved in building the underlying algorithms to train ML/AI models, it was very clear that the compute for training a model was 100, 1000, or 10000x the compute needed to apply a model (predict). I don't know the numbers but GenAI is even more extreme. People talk about $millions+ to train, and cents to predict. This gold rush on chips seems predicated on the assumption that AI applications will grow exponentially (they probably will) whereas the real driver of compute is building new AI models, not their application, why will building models grow exponentially?

Folks, If you are going to be at #nvidia GTC next week, would like to invite you to consider attending a live session Kevin Deierling is leading that he asked me to join to help cover. The session is called "Enabling Enterprise Generative AI with Optimized Ethernet AI Networking[S62521", it is Tuesday March 19th at 4pm. I am told by very diligent and serious folks at my company that I am not going to be allowed to pre-announce stuff next week. But keep in mind that I and my team focus daily on building stuff, I am not a thought leader, CTO, GM, or a product marketing type; so maybe something is being built, and maybe we are working closely with KevinD and his team. Maybe if you squint next week just a little, you'll see it. To see the session go to this page listing Nvidia GTC networking sessions and it is fourth down (kind of awkward way to point at it, but reasons) : https://lnkd.in/gAuHnJVJ In summary, looking forward to next week, appreciate the invite from KevinD, and hope to see folks. Really excited about the disruptions happening in our industry and enjoying the engineering that goes with it. Now going to puke out pointers to a few of the folks involved in all the fun : Kevin Deierling , Marty Jain , Kevin Connors, Jonathan Davidson , Kevin Wollenweber , Denise Shiffman , Vijay Tapaskar, Praveen Bhagwatula , Rob Rodgers , Jeremy Foster , Jake Katz, Rakesh Dubey, Andy Sholomon, Lukas Krattiger, Yoko Izumi. I like to end my internal Cisco emails with fake FAQs (don't ask), so will add one here. Q. Will - this is such a polished linkedin post, no spelling or grammar mistakes, and some awesome use of punctuation (thought I saw a semicolon up there, wow, just wow) do you have a dedicated comms person ? A. umm what, am I supposed to ? I think there is someone I am supposed to have to review my stuff, but they always want me to clean up the passages I find most amusing. maybe next time. Q. Will - you only seem to post couple times a year on linkedin (at best), are you going to be rambling more for us here in this loosely knit collection of few thousand people you met or worked with in the past 25 years ? A. Well now you are making me feel guilty, there are many great people I have worked with in the past that I miss, ok maybe a couple more posts (but if I post too much then I will obligated to spend more time on linkedin and that doesn't sound fun, so lets not expect too much). Thanks, Will P.S. Non clickable graphic view of the event attached.

Nvidia is now bigger than corporate listed Germany ( my thanks to Charles-Henry for highlighting this). Although this is remarkable, the bigger issue today may well be whether we’re going to see ‘technology corporate singularity’. The extent of the free cashflow of three leading Ai companies is well over $100bn. If you have technology which is capable of delivering a massive cost to serve advantage, then buying large swathes of industry would seem a good use of capital as your core growth rates start to decline, especially where there’s captive data which makes your ‘fly-wheel’ better at creating value from it. Currently there appears little to stop this happening, and it would seem odd, in the long run, that all companies would be satisfied with solely an external service provider role. All is not lost for the non-technology sectors, valuation wise, but we should begin to think about an alternative definition of anti-trust, as you may not be purchasing a dominant market share today but the superior application of AI should be able to get you there. The playing field is no longer level, the returns to the AI enabled will dwarf those created through merger by the incumbents. Not sure we’ve thought through the true consequences of ‘winner takes all’ .

Last week, semiconductor behemoth Nvidia reported blowout earnings that beat even the most sky-high expectations. Nvidia climbed about 16% hitting a record high—and added $277 billion to its market cap—the largest single day increase ever. When you look at the visual below, you’ll see that the top five large cap single-day gains have all been made in the last two years. To put that massive gain in perspective, about this time last year the average market cap of an S&P 500 company was $30.4 billion. #FinancialPeace #wealthmanagement #ForbesShook #RetirementPlanning #FinancialAdvisor #investmentstrategies #westbury #myriadas