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In 10 years, there will be 50 billion devices connected to the web, said Ericsson CEO Hans Vestberg. Next, Cisco chief John Chambers called IoT a US$ 19 trillion business opportunity in his keynote at the 2014 CES.
What is this Internet of Things after all? And how is it evolving seamlessly into multiple dimensions? How does it relate… Read More
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
An interesting thing happened while I was researching a slide from Bill Holt’s “Advancing Moore’s Law” presentation at last month’s analyst meeting. Slide #19 mentioned that Intel was the first to use “air gap” dielectric spaces to improve performance in a digital logic flow for microprocessors. I know a certain foundry that … Read More
As I wait for my plane to Taiwan I’m wondering what the New Year has in store for the fabless semiconductor ecosystem. Good things I hope but to make sure let’s take another look at one of my trusted economic bellwethers (TSMC) which I’m guessing will break the $25B revenue mark this year. That is more than a 25% growth rate year… Read More
Judging from the presentation Hermann Eul did at NASDAQ this week Intel is still in mobile. This presentation was probably inked before Intel Mobile was folded into the PC Group however. The first clue is Hermann’s title was listed as “General Manager and Vice President, Mobile Communications Group” which he is no longer. Even … Read More
It looks like even President Obama is on the IoT bandwagon now with his $263M in matching funds for state and local police body cameras and training. It is a shame that it took a tragic event to spur this type of Government investment in semiconductor technology but I appreciate it just the same.
As I have mentioned before, when I read… Read More
File this one under funny things journalists are paid to say. Last week the Korea Times reported that Apple had “designated” Samsung as the primary supplier of the next Apple SoC. In response, the Chinese Commercial Times reported that TSMC is to supply the Apple A9 chip despite competition from Samsung. Since SemiWiki readers … Read More
As I have mentioned before, Apple has changed the way we live on many different levels (iPod, iTunes, iPhone, iPad, etc…) and the Apple Ax SoC series is no different. You have to ask yourself how is Apple able to churn out a new industry leading SoC EVERY year? I can assure you design reuse is a big part of that answer.
One of the companies… Read More
Semiconductor IP really does make the life of a semiconductor professional much easier which is why Google brings us so much IP traffic. If you look at the SemiWiki analytics, IP has always been a top draw. In comparison to standard EDA traffic, IP gets about 25% more views per blog on average. Synopsys is not only the leading EDA company… Read More
One of the biggest challenges in the IP business, or any other business for that matter, is managing the information flow. Semiconductor IP is a critical piece of the fabless semiconductor ecosystem so anybody and everybody can write about it. Unfortunately, anybody and everybody ARE writing about it. From day one IP has been a … Read More
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EDA Has a Value Capture Problem — An Outsider’s View