This will probably end up being the most memorable DAC for us since Paul and I signed hundreds of copies of our book “Fabless: The Transformation of the Semiconductor Industry”. I’m not sure how we are going to top that next year but I’m confident we will think of something. If you want to catch up on the live blogs from the last three conferences… Read More
Author: Daniel Nenni
The Intel Resurgence?
There is an interesting article on Seeking Alpha about Intel. Interesting because it is written by someone with both fabless semiconductor experience and a talent for strategic thinking. It’s a good read and like most Seeking Aplha semiconductor articles the comments are hilarious. Give the guy a penny and click over HERE, he … Read More
What can you do when your fab closes down?
A recent report from IC Insights described 72 wafer fabs that have closed in the past five years. Eight more plants have gone in 2014, showing the trend is continuing.
This leaves their customers with a problem: what can they do when the fab shuts down? Some may recognise that their own technology has reached the end of its life and work… Read More
This is How We Get One Million Design Starts!
One of the most interesting demos at #51DAC was the eSilicon GDS II online quote system for TSMC. Probably because eSilicon was one of the most interesting companies exhibiting this year. While writing the book “Fabless: The Transformation of the Semiconductor Industry” we took a close look at the history of fabless semiconductor… Read More
What Seeking Alpha is Telling us about Intel
New Media is a double edged sword for sure. The good news is that you get to read articles by people who actually work in the semiconductor industry. The bad news is that hidden agendas and disinformation abound so let the reader beware, especially if that reader is risking their retirement money!
As I mentioned before, “Understand… Read More
Internet of Things (IoT) Startup Showcase @ SEMICON West!
It’s hard to believe that SEMICON West is upon us once again at the Moscone Center in San Francisco. This is the premier semiconductor conference for cutting-edge equipment, processes, and materials, to solutions to today’s design and manufacturing challenges. Remember, it’s not what you know (because … Read More
Intel Invests in the Fabless Ecosystem!
During my illustrious career one of the most useful axioms that I use just about everyday day is: “Understand what people say but also understand why they are saying it.” This certainly applies to press releases so let’s take a look at what Intel unleashed during #51DAC (in alphabetical order):
ANSYS And Intel Collaborate… Read More
Enabling Technologies that Will Shape the next Wearables
One of the benefits of spending the last 30 years working in Silicon Valley and publishing a fabless semiconductor book is that I get invitations to speak at events I would normally be attending. Being on the other side of the podium is truly a unique experience and one worth pursuing, absolutely. This month I spoke at #51DAC about … Read More
TSMC (TSM) is Having Another SoC Year!
TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More
SemiWiki is an Open Forum for Semiconductor Professionals!
Why should you be a part of SemiWiki? Two reasons: One, SemiWiki is an excellent semiconductor networking tool. Quite often “who you know” comes into play in your professional life so network-network-network. Two, SemiWiki is all about personal branding. Establish yourself as a person of interest in your chosen field and opportunities… Read More
PDF Solutions Charts a Course for the Future at Its User Conference and Analyst Day