The overwhelming theme of the SEMI Industry Strategy Symposium in Half Moon Bay this week was China. On day number two Sunny Hui, SVP of SMIC, did one of the best overviews of the China market I have seen, absolutely. While I’m not allowed to post the presentation in its entirety I can post up to three slides (the prettiest ones) and summarize… Read More
Author: Daniel Nenni
Are AI Powered Robot Soldiers Coming?
2016 will be another defining year for semiconductors and it all starts with the Industry Strategy Symposium in Half Moon Bay next week. If you have not attended one of these you should definitely put it on your bucket list. Not only do you get to hang out in a five star cliff side resort, you get to mingle with semiconductor royalty and… Read More
EDA and the Big Short!
A funny thing happened while I was reading “The Big Short: Inside the Doomsday Machine”. The book explains the subprime mortgage crisis in painful detail by profiling several key players who predicted and profited from the bubble pop. As a home owner and faux slumlord I had a front row seat to this horror show so it was an interesting… Read More
The Silicon Valley Apocalypse!
Based on the Behavioral Sink Experiments in the 1950s it is hard for me to believe that Silicon Valley will continue with the unicorn fueled hyper expansion we are currently experiencing without some very serious repercussions, both social and financial. First let’s talk about the social issues which to me are the most interesting.… Read More
The Cult of IoT! (FitBit)
Granted the word “cult” can have a negative connotation, especially when applied to small religious groups but cult can also mean a great devotion to a movement or intellectual fad. Some people call Apple a cult with Apple Stores being their Churches. If you look at the lines around the block or down the mall for new product… Read More
Variation Aware FinFETs are Critical!
As I mentioned in “EDA Dead Pool” acquisitions in our industry will continue at a rapid pace. The latest victim is 10 year old French company Infiniscale who was recently purchased by Silvaco. This was more of a “let’s put your product through our massive sales and support channel” kind of deal so it will be 1 + 1 = 3 accretive for sure.… Read More
GSA Awards Dinner: Be Mindful!
The GSA Awards Dinner is the semiconductor version of the Oscars. Lights, cameras, and there is certainly plenty of action. This year there were close to 1,500 people to celebrate the semiconductor industry and all of our accomplishments so it is a networker’s paradise. Quite a few people mentioned purchasing our new book and photos… Read More
New Book: Mobile Unleashed!
This is the origin story of technology super heroes: the creators and founders of ARM, the company that is responsible for the processors found inside 95% of the world’s mobile devices today. This is also the evolution story of how three companies – Apple, Samsung, and Qualcomm – put ARM technology in the hands of billions of people… Read More
The Twists and Turns of Xilinx vs Altera!
The battle between Xilinx and Altera continues to be one of the more interesting stories to cover. It really is the semiconductor version of a reality TV show. In the beginning it was two fabless companies partnered with rival foundries going head-to-head controlling a single market that touches a variety of industries.
Then things… Read More
Double Digit Growth and 10nm for TSMC in 2016!
Exciting times in Taiwan last week… I met with people from the Taiwanese version of Wall Street. They mostly cover the local semiconductor scene but since that includes TSMC and Mediatek they are interested in the global semiconductor market as well. They also have an insider’s view of the China semiconductor industry which is … Read More
Selling the Forges of the Future: U.S. Report Exposes China’s Reliance on Western Chip Tools