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The first post on efabless generated some interesting questions that I will re-post here. Again, crowdsourcing is an iterative process so your help is greatly appreciated:
Please forgive me my ignorance, but what is the difference between efabless and ChipEstimate?… Read More
For those of you who don’t know, GitHub is the crowdsourcing version of the defacto industry standard GIT source code management software. Currently, more than 14 million people have deposited more than 35 million software projects (mostly open-source) on GitHub making it the largest host of source code in the world.
Now think… Read More
One of my favorite pastimes is listening to the quarterly investor calls of the leading semiconductor companies. I can then match up the talking points with the calls I do with Wall Street, the conferences I attend, and the other data points I have collected while working inside the fabless semiconductor ecosystem for more than … Read More
The Linley Mobile Conference opened today with a nice keynote overview of the mobile market evolution. In the media I see a lot of doom and gloom articles about smartphones and wearables but if you look at it closely you will see a natural growth curve evolving.
The mobile semiconductor market is evolving as vendors split their focus… Read More
The History of ASICs is well documented in our book “Fabless: The Transformation of the Semiconductor Industry” which illustrates the earliest forms of design start driven collaboration. The history of ARM is well documented in our book “Mobile Unleashed” which illustrates an entire company culture based on design start driven… Read More
In the history of the fabless semiconductor industry the foundries have always been a process node or two behind the leading semiconductor manufacturers. Starting in Q1 2017, for the first time in fabless semiconductor history, the foundries will have a process node advantage. This is horrible news for some but great news for … Read More
The Linley Mobile and Wearable Conference is coming up so let’s take a look at what is in store for us. Bernard Murphy, Tom Simon, and I will be covering the event live for SemiWiki and we will also be doing a book giveaway/signing for our new “Prototypical” book (compliments of S2C Inc.) during the networking event on Tuesday evening.… Read More
After playing Pokemon Go with my nephew this weekend I have another solid data point to support my hypothesis that we are in yet another tech boom. Let’s call it fad based investors jousting with unicorns. Think dotcom bubble of 2000. What drove the dotcom bubble? Cheap money, magical valuations, market overconfidence, and a good… Read More
My first brush with AI was a LISP class for my undergraduate degree. LISP, originated from MIT in 1958, was the language of choice for AI research and spawned a new class of computer hardware called LISP Machines in the 1980s. My first personal experience with AI was the HAL 9000 system from the 2001 Stanley Kubrik movie Space Odyssey.… Read More
Next week is SEMICON West where more than 26,000 of my compatriots will meet to discuss the future of the all-important semiconductor industry. How important is the semiconductor industry you ask? Well, your life literally depends on it, absolutely. Scott Jones and I will be covering the event live for SemiWiki so stay tuned. If… Read More
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