Have you ever had a peanut butter and bacon sandwich? Everything goes better with bacon! Which brings me to one of my favorite sayings: “(insert two complimentary things) go together like peanut butter and jelly”. How about this: “low power and IoT”, “IoT and OTP”, and “Low Power OTP and Sidense go together like peanut butter and … Read More
Author: Daniel Nenni
My Top Ten Regrets if I were Dying?
As birthday #55 rapidly approaches I say to myself: Self, if I were dying what would be my regrets? The first thing I did was ask The Google because I’m not coming up with anything really interesting myself. Also, it really isn’t a pressing problem for me as my life expectancy has increased quite a bit over the last 30 years, or so I’m told.… Read More
The Intel Apple Deal is a Nothingburger!
The latest Intel rumor that the pro Intel media are flogging is that Intel modems will be in some of the new iPhones. The deal is estimated at around $1B. An “estimated” value of a “rumor” deal is quite funny in itself but let’s take a deeper look at what we are gossiping about here.
Intel got into the 3G/LTE business after acquiring the… Read More
Why Qualcomm Lost Samsung and Will Get Them Back!
2016 will be a banner year for the System on Chip (SoC) industry. For the first time we will have leading edge SoCs (Apple, Qualcomm, Samsung) on the same manufacturing process enabling a true Apples to Apples comparison. Unfortunately, how we got there is being misrepresented by the media and analysts but that is Situation Normal… Read More
Make American Semiconductor Great Again!
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
Is 7nm Coming to the TSMC OIP Ecosystem Forum?
This is the 5[SUP]th[/SUP] TSMC Open Innovation Platform Ecosystem Forum and it is not to be missed. Please note that the location has moved from the San Jose Convention Center to the Santa Clara Convention Center which is literally right across the street from the new Levi’s Stadium. If you haven’t been to the new stadium you really… Read More
CEVA in More than 6 Billion Chips!
One of the IP companies that I track is CEVA, the largest licensor of DSP cores. CEVA is the fifth largest IP company behind ARM, Synopsys, Imagination Technologies, and Cadence (Lattice acquired Silicon Image). CEVA is actually a combination of companies which started with the DSP Group and Parthus Technologies in 2002 and RiveriasWaves… Read More
ARM and the Law of Accelerating Returns!
ARM is one of the companies I have had professional experience with during my storied semiconductor career so I know some of their history first hand. I worked for a physical IP company that was purchased by ARM and at Virage Logic we competed against ARM head-to-head. ARM is also featured in our book “Fabless: The Transformation … Read More
A Candid Conversation with the GlobalFoundries CEO!
I did not know Dr. Sanjay Jha prior to this meeting but I certainly knew of him from his time at Qualcomm. It seemed a bit odd for me to fly to Dresden to meet a man that is based here in Silicon Valley but that made the meeting all that more interesting. Especially after finding out the German Chancellor Angela Merkel would also be visiting… Read More
Intel to Skip 10nm to Stay Ahead of TSMC and Samsung?
Quarterly earning calls are a great source of information but they can also be a source of confusion and generally it is an unhealthy combination of the two. On one hand these earning calls are to appease the financial community. On the other hand, in my opinion, these calls are also used to generate fear, uncertainty, and doubt amongst… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot