Ajei Gopal

🚀 Exciting Interview Alert! 🚀 I had the distinct privilege of sitting down with Dave Mock, MBA the renowned author of “The Qualcomm Equation,” to delve into Qualcomm’s strategic brilliance that has not only cemented their leadership in the wireless industry but also set a precedent for tech innovation globally. 🎙️ In this engaging conversation, Dave and I explore: • Qualcomm’s pioneering journey with CDMA technology and the pivotal ecosystem needed for technological evolution. • Hedy Lamarr’s unexpected Hollywood connection to technological innovation and her influential role in CDMA. • The strategic maneuvers of Qualcomm’s founders, Erwin Jacobs and Andrew Viterbi, in disrupting the wireless industry. • Navigating competition and regulatory hurdles with strategic prowess. • The evolution of Qualcomm’s business model under Steve Altman’s leadership, transitioning from innovation to dominance. • Insights on Qualcomm’s foresight in digital communications, drawing parallels with the long-term impact of AI. Don’t miss out on the deep dives into Qualcomm’s technical expertise, industry collaboration, and the lasting legacy they’ve crafted. This interview is a treasure trove of insights for anyone interested in tech innovation and strategic business growth. #TechLeadership #Innovation #WirelessIndustry #QualcommEquation #TechInterview #StrategicInsight #InnovationLeadership NuCurrent #ProofPoints #DaveMock I’d love to hear your thoughts and insights after watching! Let’s discuss how these strategic maneuvers can inspire and drive our own ventures forward. 🌟 https://lnkd.in/gwefFSJw

9

On #CNBC's #MadMoney, Jim Cramer digs deep with Anirudh Devgan on the importance of Cadence in the development of the #AI era. Hear Anirudh explain how #Cadence’s vision and leadership in computational software are transforming multiple industries and powering the AI era. https://ow.ly/Ow9L50S3PGw

89

2 Comments

According to data from the Bureau of Labor Statistics, presented in the Roadmap for U.S. Robotics report, manufacturing job openings have consistently exceeded unemployment rates over the past few years, a trend that many other industries are facing as well. With labor demand exceeding labor supply, robots can bridge this gap by automating repetitive, time-consuming tasks so their teams can focus on completing other assignments. Interview with Henrik I . Christensen (main editor) on the report: https://gag.gl/YlxFdf Full Report: https://gag.gl/7O5w4M #Robotics #AI #Automation #FutureOfWork #BrainCorp

7

The electronics industry is on the brink of an unprecedented paradigm shift. The AI/ML-focused chips account for 20% of the semiconductor market, a figure set to skyrocket to 73% by 2030, fueled by the ongoing digital transformation. This seismic shift will significantly impact the architecture, design, and manufacturing of computing, networking, and communication solutions, necessitating careful consideration of power, performance, security, and safety concerns. Conventional verification flows, reliant on disparate point tools, will struggle to meet the demands of emerging systems. The opening keynote – and whole program -- explores the prevailing macro-trends shaping today's digital transformation before outlining a visionary approach to functional verification. By leveraging collective wisdom across tools, technologies, workflows and methodologies, this new paradigm promises productivity gains beyond the reach of traditional methods. Agenda and registration: https://sie.ag/5wnG8C Join us!

1

Good article shared by Lewis. High notes: 1. $.6.1bn committed from US Gov to support a $50bn development plan 2. Development plan will be split across several locations and will be split over 10 years (although the article is confusing also mentioning 2030) 3. Aims to create 75,000 jobs in US Manufacturing 4. Micron Technology is one of the largest recipients of CHIPS funding and one of the largest internal investments committed to USA #manufacturing and #semiconductor production capacity. Excellent to see! Good news!

10

I facilitated another fun and spirited panel at the Chicago STAC Summit to discuss why FPGA developers aren’t able to improve the Engineer Experience (EX) as quickly or in the same way that software development teams have improved with their Developer Experience (DX) initiatives. DX initiatives have invested in toolchains, processes, automation, culture, and collaboration to unlock innovation and creativity among developers. Many of the same themes from our NYC panel (see link below) emerged, but a few additional points I took away from this group: ➡️ Tools, tools, tools: More investment is needed here. Teams are challenged with tools that each have different, often fuzzy, interpretations of the language. Teams must use several similar tools to double-check designs amidst many vendor IP warnings, which vary across tools and are nearly always left unresolved. Panelists agreed on the importance of using open source; however, contributing to open source was not emphasized as much as it was in NYC. (Justin was quite vocal about contributing!) All agreed that open-source tools from chip vendors would be the killer app for productivity, ideally making them more like software compilers (e.g., LLVM, GCC). Special thanks to Matthew C. for being such a fabulous panelist (and good sport) during the discussion. ➡️ AI will play an important role in improving FPGA teams’ productivity, especially in verification and testing. The challenge is that there isn’t a tremendous amount of Verilog code available to train models on—quite different from the software world, where there is a breadth of code on GitHub. ➡️ Chiplet architectures and the ability to create a la carte combinations are also areas that panelists agreed they’re watching closely as potential drivers of differentiation and faster time to market. Join us at the London Summit to continue the conversation: https://lnkd.in/e7f2rqNp Thank you to such an engaged audience, and an even bigger thank you to the panelists: Justin Thiel (Hudson River Trading), David Lariviere (Professor, University of Illinois; CTO, Hedge Fund), Daniel Wisehart (ex-Cubist Systematic Strategies), Paul G. (Cadence), and Matt Certosimo (AMD). Here's the NYC panel: https://lnkd.in/e8VNbwXg #FPGA #ML #HFT #lowlatency #trading #STACsummit #AI #hardwareengineering #Verilog #SystemVerilog #Vivado #Chiplets STAC - Strategic Technology Analysis Center

75

4 Comments

Check out this insightful piece from Eugene Demaitre of The Robot Report. In his interview with NVIDIA's Deepu Talla, he reveals how NVIDIA accelerates humanoid robot development through its services and platforms for manufacturers, AI model developers, and software makers to build next-gen robots.

28

https://lnkd.in/gHra6wWe Legacy Process Nodes Going Strong. While all eyes tend to focus on the leading-edge silicon nodes, many mature nodes continue to enjoy robust manufacturing demand. Successive nodes stopped reducing die cost at around the 20nm node. “In the finFET era of processes, esoteric process requirements necessary to move technology forward with each generation have added significant cost and complexity,”. #technology #innovation #business #Semiconductorindustry #electronics #semiconductor #supplychain #engineering #manufacturing #computerchips #semiconductors #chips #chipmaker #foundry credit: Semiconductor Engineering

6

Scary work assignments? How do you invent a process for resolving tough problems with a nightmare deadline no one has ever seen before? My book provides a proven process for starting a new process and following up to make sure the problems never come back. The nice thing about the advice in the book is the process can be applied to almost any situation in real life. If you have nightmares about tough assignments, this book is a must read. Please share on your social networks. Silicon Trenches: Dial-up to AI, Building It as We Fly It gives you a glimpse into the young computing industry that built the foundation of the computerized world we enjoy today when companies began integrating computers and how we needed magical wizardry to get here without blowing up. Drawing from nearly 50 years working in dark trenches of computer hardware glitches, Michael Choate, PE takes a deep dive with you behind the scenes of computing before the age of artificial intelligence with first hand experience. From this book Part I, you'll learn: - The highs and lows of help desks on both sides of the phone - Lessons of the past from problem-solving stories that require patience, persistence, and perseverance. In Part II, you will learn Advice for innovative planning, design, staffing, running meetings, and team management. https://lnkd.in/gEBk8jmZ https://a.co/d/3aXbuEJ

2

Great article by TIRIAS Research exploring the world of AI PCs. Thanks for the shoutout on how Lattice Semiconductor FPGAs and software are helping today’s top OEMs add intelligence to their latest systems. https://lnkd.in/g_HrsNed

56

Some tough love here for Intel by Steve Rosenbush -- just getting to it. Steve makes some good points, and I agree with most of it. The foundry business should be a great business to be in for as far out as we can see, it needs competition, and the critical elements should be manufactured in the U.S. and other secure locations, but that doesn't mean Intel has the financial, operational, and cultural mix needed to compete in both. It became brutally clear over the past few months that Intel bit off a lot more than it could chew. As I've said repeatedly, national security and supply chain security issues aside, Intel itself has a competitiveness problem, and like or not that comes down to innovation -- people, culture and leadership. Steve's closing statement is well deserved -- Intel should get its own house in order before attempting to save anyone else, including U.S. competitiveness. I haven't personally done an operational audit on Intel, which is what's needed to make recommendations on structural and leadership changes, but the financial picture is sufficiently challenging that it would almost certainly include large spin-offs (if not a sale). The foundry business is where most of the hemorrhaging is taking place. If you want to save the patient, that's typically a good place to start... "Rebuilding domestic semiconductor manufacturing capacity in the U.S. is critical. In an ideal world, Intel would play a major role in that project. But the reality is that the greater good may be best served by allowing Intel to get its own house in order before it takes on the broader interests of U.S. security."

7

2 Comments

I sold and managed Intel's first UX-led product design effort while at Accenture. It was a successful in-person meeting product that got waylaid by the pandemic as it was starting to hit and scale big. Timing is a big theme of this analysis by the ever-prescient and entertaining Stratechery. Intel Corporation is responsible for almost every processor innovation in recent history, thereby being responsible for almost every innovation, full stop. They were going to buy NVIDIA for goodness sake. This analysis is both a cautionary tale and a potential path forward to making sure we have a foundry in the US. #Intel #Nvidia #AI #Foundry

2

Our new family of IoT processors were announced last week. Bill Curtis did a great writeup on how Astra is delivering on IoT and AI processing at the edge. If you are thinking about doing a long-life AI application in a deeply embedded system where open tools and ease-of-use are a focus, then give us a try. Check out Bill's article here: https://lnkd.in/g6QKNZbB #edgeai #iot #synapticsastra #ai

33

Some interesting nuggets from the Cadence Design Systems Q1/24 call. The rate of improvement from these tools is astonishing. It’s the tip of the designer spear. AI is only accelerating this. I’m fascinated to see the next wave of chip designers beyond IDMs, merchant and the new wave coming after Apple, AWS, Google, and Microsoft. - Allegro X AI customers seeing 4-10x productivity gains (place & route) - Samsung Electronics Semi seeing 30% improvement in product dev time - leading “Asian mobile chip company” getting 20x design productivity improvement - Qualcomm 20x reduction in verification workload runtime - 200 SW partners in the Tensilica HiFi ecosystem (DSP) https://lnkd.in/g6avkJJ3

20

1 Comment

🚀 Reflecting on over two years as a member of the Altair board, I am continuously inspired by our pioneering work in computational intelligence and AI. As one of the 20 Hottest AI Cloud Companies in 2024 by Computer Reseller News , it’s amazing to watch this company adding value to customers! Serving on the board with James Scapa Trace Harris Shekar Ayyar Stephen Earhart Raoul Maitra Mary Boyce Jim Anderson Stephanie Buckner Matt Brown is a profound honor, and witnessing our progress firsthand is true WOW! Some fun facts: - Did you know that Altair 's recent "AI for Engineers" sessions were sold out? Overflow only!!!! - Did you know that Altair helps with solutions from generative design to the seamless integration of lightweight design, functional requirements, and manufacturability, the advancements are groundbreaking. 🌐✨ - Did you know that Altair technology enables blazing-fast physics predictions, offers model reductions with 98% accuracy, and supports data-driven manufacturing workflows that significantly enhance future system performance? I am proud to be part of a company that empowers organizations to innovate rapidly! 💡🔧 #board #OnlyForward Amy Messano #ai

107

23 Comments

Many engineers and leaders have sought SBT’s guidance over the years because separating the signal from the noise in the ever-growing startup environment is a dizzying endeavor. The simple, unsexy advice I offer to those who are considering a startup is: pay attention to values, ethos, character, philosophy, and mindset of the leaders because the leaders set the culture of the company. These 5 things should weighed over compensation, over title, over EVERYTHING else.    Leaders who foster an environment of transparency, teamwork, and cooperation build companies that thrive, even when challenges arise and Shrijeet Mukherjee of Enfabrica is a startup leader I hold in high regard because he and co-founder Rochan have built a team that truly embodies these virtues.   During a conversation we had in the spring, Shrijeet offered this insight: “Not only are we apolitical, but we are also generally quite harmonious. Our team members are very supportive of each other, and people will say, ‘OK, you have a problem, I’ll step in and take it,’ rather than ‘This is not my problem; you go solve it yourself.” *Author note: Or worse yet, having a bureaucratic environment that forces engineers not to attempt solving problems just because it is not “their” problem – which, ehem, is most large public institutions*.   In his view, teams that live the virtues of teamwork and cooperation create the best products. In the world of startups, this is often the difference between making a big impact and never making it anywhere. If you’re a technical or business leader who wants to confidentially explore opportunities at AI/ML startups with cultural values that lead to success, I’m available through a private message. #semiconductorindustry #artificialintelligence #culture

60

2 Comments

If you’re even slightly interested in the semiconductor industry, then this article delves into how engineers at MIT have devised a groundbreaking new design for transistors. Instead of the conventional silicon-based manufacturing, they’re opting for gallium antimonide and indium arsenide semiconductor materials, along with quantum principles. This innovative technique offers significantly more energy-efficient operation for transistors, which is crucial for modern data centers and AI requirements. Moreover, it provides far greater scalability with substantially reduced power demands. #AI #semiconductor #innovation https://lnkd.in/eCuJ9dvd

11

1 Comment