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The media already has Apple and Intel in talks to make the A11 SoC in 2018 as a result of the recent Intel/ARM IP licensing deal. This is probably one of the funnier media bumbles I have read in a while so let’s talk about it in a little more detail.
“According to Nikkei Asian Review, Intel is now perfectly poised to give TSMC a good run for… Read More
MediaTek (MTK) recently made the news for announcing their first leading edge SoC (Helio X30), a 32% increase in quarter over quarter sales, and an expected 30% increase for the year. Both of which deserve a closer look as we move into the second half of 2016 which should be very strong for MTK TSMC, and the fabless semiconductor ecosystem.… Read More
TSMC is the bellwether for not only the foundry business, since they are the dominant player, but also the semiconductor industry as a whole. You could also argue that TSMC is a sneak peek into the world economy since they build capacity based on their customer’s forecasts and the world now revolves around semiconductors.
The other… Read More
In 2015 Qualcomm stunned the fabless semiconductor world with an unprecedented layoff. When I first heard about it the number was 5% but it kept growing and finally hit 15%. The big misstep here was, that after being the SoC leader starting in 2007 with the Snapdragon series of chips that powered the Smartphone revolution, QCOM did… Read More
As Pokemon Go invades the world, let me give you a firsthand player’s description of the game and why the next generation of augmented reality apps will energize the fabless semiconductor ecosystem and greatly benefit TSMC.
While I am not a “gamer” per say, I am a technologist and am always looking for new semiconductor market drivers.… Read More
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
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CES 2026 and all things Cycling