One of the challenges for the fabless semiconductor ecosystem is raising funds for new ventures. Of the things I do as a consultant, working with entrepreneurs on business and funding plans is by far the most interesting. Raising money is a big challenge since venture capitalists have largely ignored our industry of late. Kickstarter… Read More
Author: Daniel Nenni
TSMC Breaks More Records in Q3 2014!
As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:
We have set a new record of revenue and profitability… Read More
EDA and the Nobel Prize in Physics!
What does EDA and the Nobel Prize for Physics have in common? Our very own Dr. Walden Rhines (CEO of Mentor Graphics):
The Nobel Prize in Physics 2014 was awarded jointly to Isamu Akasaki, Hiroshi Amano and Shuji Nakamura “for the invention of efficient blue light-emitting diodes which has enabled bright and energy-saving… Read More
TSMC ♥ Cadence!
One of the questions I routinely ask amongst the fabless semiconductor ecosystem is, “How are the EDA vendors doing?” There are always complaints because, let’s face it, we all like to complain. On occasion however I do hear about a vendor who goes above and beyond the call of duty and it really brightens my day.
Of late,… Read More
iPhone or Wallet – Which one do you go back for?
As a professional conference attendee I see a direct correlation between the number of people attending and the quality of the keynotes. Let’s face it, it’s all about the keynotes so you had better get some big names if you want more than your friends and family to show up. In this regards the upcoming CASPA event will probably be one… Read More
Intel Invades China Mobile Market!
As you may have heard, Intel is making some interesting moves into the China mobile market. At first it had me a bit puzzled but I had some lengthy discussions about it during ARM TechCon last week so I’m ready to start writing. Spoiler alert: This will be pro Intel so please sit down and take some deep breaths before reading.
The first… Read More
Silicon Does NOT Lie!
In the 30+ years that I have worked in Silicon Valley I have seen many great products fail and even more mediocre products succeed, the difference being how the companies communicate to the outside world. In the semiconductor industry, presenting the value proposition of your company or product is under even more scrutiny now that… Read More
The Apple Samsung TSMC Intel 14nm Mashup!
One of the strengths of the fabless semiconductor ecosystem is competition since it keeps innovation high and prices low. One of the challenges of fostering competition is that you have to make good on a threat of using a competing product during a pricing negotiation. Well, in my opinion, for the next version of the iPhone, Apple… Read More
ARM ♥ TSMC!
This week is the 10[SUP]th[/SUP] annual ARM Technical Conference in Silicon Valley. In regards to size, content, and relevance, I believe ARM TechCon is the #1 event for the fabless semiconductor ecosystem for sure. I attended keynotes, sessions, and walked the hallways on Wednesday and Thursday. I wish I could write about everything… Read More
ARM ♥ Xilinx!
The good news is that as a part of SemiWiki we get free media passes to all of the cool conferences. The bad news is that our inboxes get flooded with announcements. ARM TechCon is next week and my delete button is on overtime but it is interesting to see who is active in conferences and who is not. In this case Xilinx is very active and Altera… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet