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The SEMICON West website has a nice “speakers” option where you can search by company and see who is talking about what. I’m always interested in what Intel has to say (they are still the leading semiconductor company) so here is the line-up for next week:
Intel Sanchali Bhattacharjee Subcomponent Supply Chain for 10nm and Beyond… Read More
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
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
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
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
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
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
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
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’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
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Intel: Pushing EMIB Forward: Design Methodology Insights with Synopsys Tools