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The battle between Xilinx and Altera continues to be one of the more interesting stories to cover. It really is the semiconductor version of a reality TV show. In the beginning it was two fabless companies partnered with rival foundries going head-to-head controlling a single market that touches a variety of industries.
Then things… Read More
Exciting times in Taiwan last week… I met with people from the Taiwanese version of Wall Street. They mostly cover the local semiconductor scene but since that includes TSMC and Mediatek they are interested in the global semiconductor market as well. They also have an insider’s view of the China semiconductor industry which is … Read More
The most commonly asked question during conference calls with Wall Street of late is in regards to the massive consolidation the semiconductor industry is experiencing. How will the consolidation affect the Foundries? How will the consolidation affect EDA and IP? How will the consolidation affect the semiconductor industry… Read More
The question is not IF but WHEN your car will be hacked. How about this: You connect your smartphone to your car and malware sets off the airbags. My car has front, side, and rear airbags so that would be a very painful and expensive experience for sure. According to my mechanic this is certainly possible and it would cost more than $10,000… Read More
Bill Holt’s “Advancing Moore’s Law” presentation at the recent Intel Analyst day was swallowed hook, line, and sinker by the mainstream media fish so let me play devil’s advocate here and point out some problems with his spin on the competitive landscape.
Coincidentally, one of my Intel friends insists that Intel is number one … Read More
Last week was the EDAC Phil Kaufman award dinner. It was much more like a roast, probably because Wally has a great sense of humor and as Aart de Geus said, “Wally is a cool cat to have a beer with…” Aart is right of course, hanging with Wally is one of my favorite work things to do.
The place was lousy with media people so I will try and add some… Read More
After spending the week in Silicon Valley at ARM TechCon and related meetings, there was one common thread amongst the presentations and conversations and that was security. No matter what the topic was, mobile, consumer or industrial IoT, wearables, automotive, etc… security always came up. The question I had was how will companies… Read More
At TSMC’s OIP Symposium last month, Zhe (Jared) Lui of HiSilicon presented their experiences with Synopsys’ ICC2 physical design suite.
Jared started by giving an overview of Huawei and HiSilicon. HiSilicon is the semiconductor arm of Huawei. I assume everyone knows who Huawei is. To a first approximation they … Read More
An interesting thing happened during the driving tour of the GlobalFoundries Fab 8 in Malta, NY. We happened by an old structure with quite a bit of history. As it turns out, the “Malta Test Station”, a former US Army fuel and explosives testing facility, was the actual birthplace of the United States’ Space & Missile programs.… Read More
Of all the live events I attend ARM TechCon is one of my favorites. The keynotes are always very good but the real meat of the conference is who attends because that is who the content is specifically developed for:… Read More
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