Novocell Semiconductor Update 2012!

Novocell Semiconductor Update 2012!
by Daniel Nenni on 05-18-2012 at 1:47 pm

Since most of you have not heard of Novocellthis is more of an introduction but they have been around for 10+ years and are NVM (non-volitile memory) pioneers. NVM has evolved into a critical part of the semiconductor ecosystem which is why I sought them out. While SiDense and Kilopass bury each other in legal fees Novocell is doing… Read More


Semiconductor Ecosystem Keynotes: ARM 2012

Semiconductor Ecosystem Keynotes: ARM 2012
by Daniel Nenni on 05-17-2012 at 5:00 pm

Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…

First up was… Read More


Piper Jaffray Chip Analyst Spanks Intel!

Piper Jaffray Chip Analyst Spanks Intel!
by Daniel Nenni on 05-15-2012 at 7:30 pm

This just in from Tech Trader Daily, quoting Piper Jaffraychip analyst Gus Richard:

The whole issue for Qualcomm, based on Richard’s conversations with industry types, is that the company has started making its “MSM8960″ chip with Taiwan Semiconductor Manufacturing (
TSM) only two to three quarters after TSM introducedRead More


Cadence Update 2012!

Cadence Update 2012!
by Daniel Nenni on 05-14-2012 at 9:00 pm

What’s new at Cadence? Quite a bit actually. I have always been a Cadence fan, I mean really, they gave birth to modern EDA. Unfortunately, Cadence really lost me during the Avant! legal action, the Mike Fister years, and EDA360. Recently, however, Cadence has made some big changes that will definitely get them back on my good side.… Read More


TSMC Tops Intel, Samsung in Capacity!

TSMC Tops Intel, Samsung in Capacity!
by Daniel Nenni on 05-13-2012 at 7:00 pm

While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it… Read More


Intel Foundry All Hat No Cattle?

Intel Foundry All Hat No Cattle?
by Daniel Nenni on 05-12-2012 at 12:19 am

If you look real close at the #49 DAC floor plan you will see the tiny Intel booth dwarfed by those of TSMC, GlobalFoundries, Samsung, and ARM. The number one semiconductor company in the world does not have the budget for the cornerstone conference of the semiconductor ecosystem? Oh my…… Intel has a big foundry hat and no cattle… Read More


Sagantec Update: More EDA Consolidation!

Sagantec Update: More EDA Consolidation!
by Daniel Nenni on 05-08-2012 at 7:00 pm

Adding sophisticated 2D dynamic compaction technology to address 20nm and 14nm challenges. Santa Clara, California – May 3 ,2012 – Sagantec today announced that it has acquired Dutch startup NP-Komplete Technologies BV (Eindhoven, The Netherlands) for its physical design compaction and migration solutions based on a sophisticatedRead More


TSMC 20nm Challenges!

TSMC 20nm Challenges!
by Daniel Nenni on 05-06-2012 at 7:00 pm

Now that the 28nm challenges are dead
It is time to look ahead
The tabloid pundits may not agree
But Moore’s law again you will see
The semiconductor ecosystem is humming
(2X gate density -20%+ performance-20%+ power savings)
The 20nm design starts are coming!

Okay, I’m really bad at poetry. Gambling however, I do pretty well. Las… Read More


GlobalFoundries 2012 Update!

GlobalFoundries 2012 Update!
by Daniel Nenni on 05-04-2012 at 8:55 pm

What’s new with Glofo? Quite a bit actually. It was interesting to see a Made in America: Global Companies Expand in U.S. Towns segment on semiconductors! Give it a look, I enjoyed it. It’s an election year, jobs are key to any election, so it did not surprise me to see President Obama making the rounds:… Read More


Intel says fabless model collapsing… really?

Intel says fabless model collapsing… really?
by Daniel Nenni on 04-28-2012 at 7:00 pm

There is an interesting discussion in the SemiWiki forum in response to the EETimes article: Intel exec says fabless model ‘collapsing’. Definitely an interesting debate, one worth our time since the advertising click hungry industry pundits will certainly jump all over it. Clearly I’m biased since I helped build… Read More