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One of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event which means it… Read More
During 1980 and 1981, three companies, Daisy, Mentor and Valid were founded. Daisy and Valid attacked the computer automated design business with custom hardware workstations plus software to provide the unique capabilities required by engineers.… Read More
This is an ongoing conversation inside the semiconductor ecosystem, especially when I am traveling. Everyone wants to know what is going on here or there and since I just returned from Taiwan I will post my thoughts. Last week was also my birthday which was cut short due to the time change but I did get preferential treatment on the … Read More
I joined Mentor Graphics (now Mentor, A Siemens Business), in late 1993. Tom Engibous, one of my direct reporting people at TI, was promoted to replace me as head of the Semiconductor business of TI and I moved on to what I knew would be a real challenge,… Read More
Before we jump into the specifics, let us understand what’s driving custom solutions in the high performance computing and networking space. It’s the growing demand for core capacity and greater performance, which is due to the increase in the level of parallelism and multitasking required to handle the enormous amount of data… Read More
The cell-based ASIC business that we know today was born in the early 1980s and was pioneered by companies like LSI Logic and VLSI Technology. Some of this history is covered in Chapter 2 of our book, “Fabless: The Transformation of the Semiconductor Industry”. The ASIC business truly changed the world. Prior to this revolution,… Read More
FPGA Prototyping started with the advent of FPGAs in the 1980s and today it is a fast growing market segment due to increasing chip and IP complexities up against tightening windows of opportunities. Getting your design verified quickly and allowing hardware and software engineers the opportunity to develop, test, and optimize… Read More
My development of a calculator program to determine the Black Scholes value for an option was not the only application that attracted financial people to programmable calculators. As the SR-52, and later TI 59, grew in popularity, and took market… Read More
It’s no secret that I have been a big fan of GLOBALFOUNDRIES since they came about in March of 2009. We even included them in our first book “Fabless: The Transformation of the Semiconductor Industry” right next to TSMC. I am also a big fan of pivoting which is the term we use here in Silicon Valley to describe some of the most innovative… Read More
Among the companies that bought a license from AT&T to produce the transistor was Sony. While the U.S. maintained its lead in technology, other countries like Japan emerged as competitors. Semiconductor manufacturing was both labor intensive… Read More
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CES 2026 and all things Cycling