Industry Predictions 
Sanjay Gangal
Sanjay Gangal is the President of IBSystems, the parent company of AECCafe.com, MCADCafe, EDACafe.Com, GISCafe.Com, and ShareCG.Com. EDACafe Industry Predictions for 2023 – Pure StorageJanuary 21st, 2023 by Sanjay Gangal
By Amy Fowler, VP and GM of the FlashBlade BU, Pure Storage. Organizations Will Prioritize AI/ML Expertise, but Finding IT Talent Won’t be Easy: To truly take advantage of AI is a long journey; one that will continue to be bottlenecked by a lack of IT talent. Organizations need data scientists, people who are technically capable and cognizant of AI/ML technologies, however labor market shortages have caused them to pull back on growth plans. While layoffs may continue in 2023, organizations will hold onto the technologists working in areas of AI/ML that have the ability to provide far-reaching benefits in the future. Growth of Machine-Generated Data: While spending may slow down amid a recession, data generation will not. In 2023, more companies will use machine-generated or synthetic data to help train their AI models. One of the advantages of this type of data is the ability to be generated with the precision that data scientists need, saving time and eliminating bottlenecks in the training process such as data sanitization needed for human-derived data. This path will generate more data that can be used to feed their AI training engines faster, consequently creating more demand for fast data storage. Read the rest of EDACafe Industry Predictions for 2023 – Pure Storage EDACafe Industry Predictions for 2023 – PerforceJanuary 21st, 2023 by Sanjay Gangal
By Javier Perez, Chief Open Source Evangelist, Perforce Javier Perez Every time a newly disclosed critical open source vulnerability or supply chain attack hits the headlines, teams sound the alarms for greater security. But vulnerabilities have and always will occur because software and those who develop it aren’t perfect. One year after the zero-day Log4j vulnerability and exploits, we’ve seen the industry rally behind awareness and educating organizations on open source security and advocating for checks and balances for secure software development life cycles. Alongside this push within the private sector, we can expect more government-led initiatives to launch in the new year, like the guidance from the U.S. White House’s Improving the Nation’s Cybersecurity executive order and the Open Source Software Security Mobilization 10-point plan which are driving awareness and responsibilities for all U.S. government agencies. At the same time, the 10-stream mobilization plan is going to start delivering results on the improvement of open source security. In 2023, it will remain critical for organizations to improve their open source security best practices, while being transparent and actively disclose vulnerabilities—something that we should view as positive. Read the rest of EDACafe Industry Predictions for 2023 – Perforce EDACafe Industry Predictions for 2023 – Lanza techVenturesJanuary 20th, 2023 by Sanjay Gangal
By, Lucio Lanza Managing Partner, Lanza techVenturesSeismic Change for the Semiconductor Industry in 2023  Lucio Lanza The computer era is coming to a close after 40 years of productivity and efficiency improvements that forever changed our lives. The emerging computerized society will have an even more profound and transformative effect than the Industrial Revolution, starting with the way we communicate with each other. Physical proximity is no longer a consideration as the digital world intersects the physical world, fashioning a digital society that will expand our boundaries and curiosity in ways we haven’t begun to imagine. As Moore’s Law slow down, the need for a variety of innovative solutions has never been greater. Read the rest of EDACafe Industry Predictions for 2023 – Lanza techVentures How Electronic Design Will Evolve in 2023 – SynopsysJanuary 19th, 2023 by Sanjay Gangal
By Sanjay Bali, VP of Strategy and Product Management, Synopsys EDA Group Sanjay Bali 2022 was a big year for the electronics industry. From the continued growth of AI (both in end devices and in chip design itself) to the emergence of more ways to design in the cloud, the level of innovation we saw was impressive. And it was necessary, as we experienced how complex semiconductors have become, with engineers striving to meet the progressively challenging task of optimizing power, performance, and area (PPA) in chips with as many as trillions of transistors. Read the rest of How Electronic Design Will Evolve in 2023 – Synopsys EDACafe Industry Predictions for 2023 – VerifAIJanuary 19th, 2023 by Sanjay Gangal
By Sandeep Srinivasan, CEO, VerifAI Inc
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| Company Name | Capital Raised | Product | Primary Use-Case | Use-Model |
|---|---|---|---|---|
| SambaNova | > $1 Billion | SuperComputer | Faster Training of Large Language Models (LLM) | AI Platform as a Service HPC Hardware |
| Cerebras | > $750 Million | WSI SuperComputer | Faster Training for LLM | AI Platform as a Service HPC Hardware |
| GraphCore | > $692 Million | Multi form Factor Accelerator | Faster Training for GNN, LLM | AI Platform as a Service HPC Hardware |
| Groq | > $360 Million | Multi form Factor Accelerators | Fast Training for LLM , CV | AI Platform as Service Hardware Sales |
| Tenstorrent | > $ 350 Million | Multi form Factor Accelerators | Fast Training for LLM | AI Platform as Service Hardware Sales |
Read the rest of EDACafe Industry Predictions for 2023 – VerifAI
Hardware-Assisted Verification Evolves in 2023 – Siemens
By Jean-Marie Brunet, Vice President and General Manager, Siemens
Rapid adoption and revenue growth in the hardware-assisted verification market segment was especially apparent in 2022 as verification and validation costs soared, a result of IC/SoC complexity. Justification for hardware-assisted verification tools was not questioned.
Moving into 2023, everything indicates a continued trend. The year bodes well as hardware-assisted verification solutions become more fully integrated into verification and validation environments while serving two distinct parallel tracks. One track is hardware and the other is software.
The hardware track plays to hardware designers who want hardware-assisted verification solutions to address three significant challenges. The first being hardware emulation for compilation and debug of large, 12-billion gate or more designs.
Read the rest of Hardware-Assisted Verification Evolves in 2023 – Siemens
EDACafe Industry Predictions for 2023 – Presto
2023: An Initial Rough Ride with A Long-term Vision of Smooth Sailing
By Michel Villemain, Executive Chairman, Presto Engineering
After a bumpy 2020-22 cycle due to unforeseen issues such as COVID and geopolitical uncertainty, we are entering into a period of supply chain normalization in 2023. However, I anticipate that semiconductor pricing will remain volatile due to geopolitical (China/Russia) and macroeconomics (inflation/energy) reasons. As a result, and in common with most industry experts, I anticipate a semiconductor contraction in 2023, driven by consumer demand decrease (especially PCs) after the COVID bubble.
On the bright side, the markets that Presto Engineering serves are expected to be relatively immune from this downturn. These sectors, including medical, industrial, automotive, communications, will continue to invest in innovation and growth.
The medical industry is a very exciting area of growth for us, as COVID has been both a game changer and an eye opener, prompting the need for remote diagnostic and point-of-care-products. However, virtual point of care is not realistic if one needs to use a power outlet – so we are very focused on power efficiency, enabling battery-operated, portable/mobile devices. For example, in 2022, we developed our first IVD ASIC platform solution for infectious disease to materialize our customer’s vision of lab-in-the-palm smartphone.
Read the rest of EDACafe Industry Predictions for 2023 – Presto
EDACafe Industry Predictions for 2023 – Alphawave Semi
By Tony Pialis, CEO and cofounder, Alphawave Semi
Tony Pialis
The AI computing war will reach a fever pitch
The race for evermore powerful AI supercomputers will shift into high gear and the industry will see more records being broken and set in 2023. Microsoft and Nvidia just announced plans to build a new Azure-hosted AI supercomputer, Nvidia and IBM releases more powerful chips, and newcomers such as Cerebras raised $720M in funding along with unveiling a 13.5M core AI supercomputer. This AI supercomputer arms race shows no sign of stopping as ML training becomes more complex. One emerging challenge, however, is being able to feed data fast enough with higher bandwidth and low latency to operate AI workloads to their full potential. This will drive the development of more highly customized and optimized silicon solutions with faster chip-to-chip connectivity links in the most advanced process nodes designed in leading-edge foundries like TSMC. The rate of development for connectivity solutions to keep pace with AI computing will be faster and more essential than ever in the next year.
Read the rest of EDACafe Industry Predictions for 2023 – Alphawave Semi
Poem: California poet Amanda Gorman’s ‘The Hills We Climb’
Amanda Gorman was the nation’s first youth poet laureate. She delivered this poem, “The Hills We Climb,” Wednesday at the inauguration of President Biden.
Read the rest of Poem: California poet Amanda Gorman’s ‘The Hills We Climb’
Freakonomics take on “How Do You Reopen a Country?”
Listen to this entire Podcast at:
https://freakonomics.com/podcast/covid-19-reopen/
Here are some excerpts:
Steve Dubner recently called up Steve Levitt, his Freakonomics friend and co-author. He’s an economist at the University of Chicago — which, like all schools, has moved to remote teaching.
DUBNER: So, Levitt, how’s your sheltering in place going, generally?
LEVITT: Not too bad. I’m lucky I didn’t lose my job and I’m healthy. I don’t really like people that much in the first place so I don’t mind being isolated. So I know other people are really suffering, but I’ve been super lucky.
DUBNER: So let me ask you this: How useful would you say that economists have been so far during this pandemic?
LEVITT: I think economists didn’t really have a very big role in the beginning and the middle, in the sense that it was really more like a medical issue or a policy issue. But I think on the exit from quarantine, economists can be really important because the tradeoffs we’re talking about here are the kind of tradeoffs that regular people don’t think about very much, like the tradeoff between life and death versus economic activity. I think there’s also just a lot of room for economists here to be sensible guides as we think about what will work and what won’t work.
Read the rest of Freakonomics take on “How Do You Reopen a Country?”
