During the most recent conference call (transcript), TSMC not only beat revised estimates and announced record spending levels for 2011, Morris Chang also officially announced that a 450mm fab (Fab 12 Phase VI) is currently in the planning stages with target production @ 20nm in 2015. This is HUGE!
According to Morris Chang:
“For… Read More
Process Design Kit (PDK) development is one of the most entertaining things to watch in the semiconductor design world. It is kind of like the Golden Snitch in the game of Quidditch. No matter how rough EDA vendors play the game, no matter what the score is, it’s the vendor that “gets” the Golden PDK Snitch that wins the semiconductor… Read More
The Common Platform Technology Forum last week was not well attended, less than half than the GlobalFoundries Conference. It was deja vu of previous CP forums but there were a couple of surprises to go with the disappointment. The lunch line was long, but fortunately I was escorted to the press lunch featuring VIP’s from Samsung,… Read More
The most impressive devices at CES this year by far were the Android tablets, I absolutely want one. It will not replace my laptop but my laptop will no longer leave the house (my laptop AC adapter weighs more than a tablet!) My iPod will be for walks and the gym, I won’t buy another digital camera, and no e-reader for me.
SemiWiki is a cloud… Read More
Seriously, I would vote for Aart, he would make a great California Governor. You will probably not meet a more fiscally responsible CEO. Synopsys is one of the best run companies in Silicon Valley and was recently rated in the top 25 on social media site glassdoor.com. Aart ( SNPS ) has a 92% approval rate, Wally ( MENT ) 80%, Lip-Bu ( … Read More
Atrenta Inc., the leading provider of Early Design Closure® solutions to radically improve design efficiency throughout the IC design flow, announced today that it will participate in a worldwide social media platform aimed at facilitating mass communication for electronic design professionals through Web 2.0 technologies.… Read More
Unlike the last CES, this year I saw compelling technology, technology that will definitely drive the semiconductor industry and make the analyst fortunetellers look bad yet again. Anyone who thinks semiconductor growth next year will be in single digits is absolutely wrong, TSMC will grow even more, 20%+. First and foremost… Read More
First, lets review the business model transitions EDA has seen. We started with perpetual licensing which is a software license for the life of the product. EDA companies did their best to change product names to get incremental revenue above and beyond the yearly 15% maintenance fee but that is a dead end business model for a confined… Read More
Is EDA still an appropriate term for what we do? What applications will drive future semiconductor design innovation? Will further consolidation be required for EDA to thrive again? They are all good questions, questions that will hopefully be properly addressed at the EDAC CEO Forecast and Industry Vision event next week but… Read More