Qualcomm Continues to Mislead its Own Stockholders

Qualcomm Continues to Mislead its Own Stockholders
by Daniel Nenni on 02-12-2018 at 7:00 am

The war of words continues between Broadcom and Qualcomm and the stock analysts still seem to be split on the merger. Please note that Broadcom is proposing to merge with Qualcomm instead of a tender offer which is what Qualcomm has proposed for the acquisition on NXP. Same result but two very different approaches. Another interesting… Read More


Design Automation Conference Silicon and Technology Art Show

Design Automation Conference Silicon and Technology Art Show
by Daniel Nenni on 02-09-2018 at 7:00 am

This year the 55th annual Design Automation Conference is in San Francisco and the Silicon and Technology Art Show, one of my favorite DAC events, is back! Favorite because it’s something my beautiful wife and I can share. She is very artistic and has an eye for colors and I actually know what the art is so we make a good team. I … Read More


Cloud Provider Leverages FPGA Prototyping

Cloud Provider Leverages FPGA Prototyping
by Daniel Nenni on 02-02-2018 at 7:00 am

Talking to customers is one of the best parts of being a semiconductor professional. It keeps you grounded and offers you the collective experience of some of the smartest people around the world, absolutely.

Webinar: The Emergence of FPGA Prototyping for ASIC/SoC Design

Customer success stories are a close second and interestingly… Read More


Open Silicon Year in Review 2017

Open Silicon Year in Review 2017
by Daniel Nenni on 01-31-2018 at 7:00 am

If you are interested in what types of chips we will see in the coming years always ask an ASIC provider because they know. Companies of all sizes (small-medium-large) use ASIC companies to get their chips out in the least amount of time and at a minimum cost because that is what ASIC companies do.

IP is an important ingredient to the … Read More


Global Semiconductor Market Trends ISS 2018

Global Semiconductor Market Trends ISS 2018
by Daniel Nenni on 01-29-2018 at 7:00 am

One of the other blog worthy analyst presentations at ISS 2018 was by Len Jelinek of IHS. Len is my kind of analyst, he spent 28 years in the semiconductor industry before going to the dark side so he knows what he is talking about. Len’s presentation on Global Semiconductor Market Trends is action packed so I will be doing a lot of cut … Read More


Webinar: The Emergence of FPGA Prototyping for ASIC and SoC Design

Webinar: The Emergence of FPGA Prototyping for ASIC and SoC Design
by Daniel Nenni on 01-26-2018 at 12:00 pm

One of the more interesting markets that I cover is FPGA Prototyping. Interesting because it is fast growing ($150-250M) and interesting because it is all about design starts and design starts are the lifeblood of the semiconductor industry.

If you are interested in FPGA prototyping you might want to start with the 30+ S2C Inc blogsRead More


TSMC 5nm and EUV Update 2018

TSMC 5nm and EUV Update 2018
by Daniel Nenni on 01-23-2018 at 12:00 pm

The TSMC Q4 2017 earnings call transcript is up and I found it to be quite interesting for several reasons. First and foremost, this is the last call Chairman Dr. Morris Chang will participate in which signifies the end of a world changing era for me and the fabless semiconductor ecosystem, absolutely. TSMC announced his retirement… Read More


Autonomous Automobile Update ISS 2018

Autonomous Automobile Update ISS 2018
by Daniel Nenni on 01-22-2018 at 7:00 am

As a car enthusiast and a semiconductor professional the latest automotive trends are of great interest to me. My father raced sports cars and I remember being part of the pit crew (but not really) and impatiently waiting for my turn to drive. The years before my 16[SUP]th[/SUP] birthday when I could legally drive were the slowest… Read More


A Reliable Way to Forecast Growth of Semiconductor Markets

A Reliable Way to Forecast Growth of Semiconductor Markets
by Daniel Nenni on 01-17-2018 at 12:00 pm

Wally Rhines, President and CEO of Mentor, a Siemens Group, did another one of his famous deep learning presentations at SEMI ISS 2018. Using the Gompertz Curve Lifecycle to forecast the future growth of semiconductor markets, Wally looks at: Image sensors, Desktop PCs, PC Notebooks, Cell Phone Subscribers, Smartphones, and… Read More


A Golden Age for Semiconductor Growth at ISS 2018

A Golden Age for Semiconductor Growth at ISS 2018
by Daniel Nenni on 01-16-2018 at 4:00 pm

The SEMI Industry Strategy Symposium (ISS 2018) started today with session one on economic trends. Daniel Niles (Alpha One Capital Partners) started it off with “A Golden Age for Global Growth – Semiconductor revenues up over 20% y/y (The Good News is Also the Bad News)”. The good news of course is that semiconductors continue… Read More