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The latest Intel rumor that the pro Intel media are flogging is that Intel modems will be in some of the new iPhones. The deal is estimated at around $1B. An “estimated” value of a “rumor” deal is quite funny in itself but let’s take a deeper look at what we are gossiping about here.
Intel got into the 3G/LTE business after acquiring the… Read More
2016 will be a banner year for the System on Chip (SoC) industry. For the first time we will have leading edge SoCs (Apple, Qualcomm, Samsung) on the same manufacturing process enabling a true Apples to Apples comparison. Unfortunately, how we got there is being misrepresented by the media and analysts but that is Situation Normal… Read More
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
This is the 5[SUP]th[/SUP] TSMC Open Innovation Platform Ecosystem Forum and it is not to be missed. Please note that the location has moved from the San Jose Convention Center to the Santa Clara Convention Center which is literally right across the street from the new Levi’s Stadium. If you haven’t been to the new stadium you really… Read More
One of the IP companies that I track is CEVA, the largest licensor of DSP cores. CEVA is the fifth largest IP company behind ARM, Synopsys, Imagination Technologies, and Cadence (Lattice acquired Silicon Image). CEVA is actually a combination of companies which started with the DSP Group and Parthus Technologies in 2002 and RiveriasWaves… Read More
ARM is one of the companies I have had professional experience with during my storied semiconductor career so I know some of their history first hand. I worked for a physical IP company that was purchased by ARM and at Virage Logic we competed against ARM head-to-head. ARM is also featured in our book “Fabless: The Transformation … Read More
I did not know Dr. Sanjay Jha prior to this meeting but I certainly knew of him from his time at Qualcomm. It seemed a bit odd for me to fly to Dresden to meet a man that is based here in Silicon Valley but that made the meeting all that more interesting. Especially after finding out the German Chancellor Angela Merkel would also be visiting… Read More
Quarterly earning calls are a great source of information but they can also be a source of confusion and generally it is an unhealthy combination of the two. On one hand these earning calls are to appease the financial community. On the other hand, in my opinion, these calls are also used to generate fear, uncertainty, and doubt amongst… Read More
The TSMC quarterly conference call was last week and of course it stirred up quite a bit of controversy. Let me share with you my experience, observations, and opinions and maybe together we can come up with an accurate prediction for 2016. First let’s take a look at 20nm and what people now call the “Apple effect.”
Correct… Read More
Dolphin Integration launched a new 32-bit microcontroller, RISC-351 Zephyr, targeting low-power SoCs for IoT-like competitive markets taking into consideration three angles for optimization of power consumption: architectural, memory and software.
Architecture Angle
As a reminder, 8-bit versus 16-bit versus 32-bit… Read More
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ASML’s Path to Lithography Dominance—and the Coming Maskless Revolution