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Yes, I will be going to IDF again this year, even though it is the same day as the Apple new product announcement. As a born again Apple Fan that is really saying something but Intel has done a great job of motivating the fabless semiconductor ecosystem and I thank them for that.
Unfortunately, noticeably missing from the IDF presentation… Read More
Engaging with the semiconductor ecosystem is critical to surviving in the fast paced times we work in. Face to face interaction at all levels is key and semiconductor IP is a prime example. How do you ensure that your IP meets objective quality requirements before integration into your SoC, and that your SoC is ready for handoff to… Read More
The presentations from the 450mm sessions at SEMICON West are up now. After talking to equipment manufacturers and the foundries I’m fairly confident 450mm wafers will be under our Christmas trees in 2016, absolutely. TSMC just increased CAPEX again and you can be sure 450mm is part of it. SEMI has a 450mm Central landing page HERE… Read More
After driving to Silicon Valley for the past 30 years I am acutely aware of traffic patterns and to me that directly relates to the economy. The recession of 2009 really hit traffic patterns with what I would estimate as a 20% unemployment rate in Silicon Valley. I could leave my home in Danville anytime of the day and have no traffic … Read More
There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More
Gary Smith did a nice write-up on the current state of electronics media. It’s posted on his Gary Smith EDAwebsite. Traditional media certainly is in transition and there is more change to come, definitely. Gary lists me as one of the heroes carrying the flag which is very nice of him to say. In reality though, he missed Paul … Read More
One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More
The US Executive Forum hosted by the Global Semiconductor Alliance is coming up on September 25th at the beautiful Rosewood Sand Hill Hotel in Menlo Park. Over 150 executives from the semiconductor and technology industry will attend creating a truly unique opportunity to listen to some of the world’s foremost speakers… Read More
Metastability is a critical SoC failure mode that occurs at the interface between clocked and clockless systems. It’s a risk that must be carefully managed as the industry moves to increasingly dense designs at 28nm and below. Blendics is an emerging technology company that I have been working with recently, their MetaACE… Read More
There still seems to be a lot of confusion here so let me set the record straight. In regards to the Apple Ax SoC, the Apple iPhone 5s will have Samsung 28nm Silicon. Samsung 28nm is still ramping but Samsung can make enough wafers and eat the yield issues no problem. The Apple iPhone 6 in 2014 will have TSMC 20nm as I reported previously.… Read More
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