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TSMC has always been my bellwether and for 2019 I think we need to pay careful attention. Bad economic news has been spreading inside the fabless semiconductor ecosystem (tool and IP budgets have been tightening) but I think it is a bit premature. Let’s take a look at the TSMC 2018 Q4 earnings call and talk more about it in the comments… Read More
Over the holidays I did an interview with CNBC on the subject of Qualcomm. The producer had read the History of Qualcomm chapter in our book Mobile Unleashed and wanted to base a 15 minute report on it. The interview lasted 90 minutes but of course only snippets of what I said were used. You can see the recorded report by clicking on the… Read More
Interestingly, in some circles I’m known as an “Intel basher” but nothing could be further from the truth. I grew up with Intel and give them full credit for bringing serious compute power to our desktops. My first Intel powered computer was an IBM XT and I have had dozens of Intel based desktops and laptops since then. As a result, I … Read More
As we are preparing for the “IoT Devices Can Kill and What Chip Makers Need to Do Now” webinar next week, Intrinsic-ID did a nice press release with Integrated Device Technology. IDT is one of the companies I grew up with here in Silicon Valley that pivoted its way to a $6.7B acquisition by Renesas.
IDT is focused on automotive,… Read More
After the onslaught of IoT devices Christmas brought to the masses we really need to talk about security or lack thereof. Do me a favor and count how many IoT devices you have now? Our house IoT count is probably a bit higher than average due to my technology addiction but we are firmly in the double digits and the security breach stories… Read More
While writing the definitive book on ARM history we could not have imagined a more different exit than the SoftBank acquisition, not even close. It is now very clear why SoftBank acquired ARM for $31B. It is also very clear why alternatives like RISC-V are trending on SemiWiki and will continue to do so, absolutely. No matter what … Read More
The semiconductor foundry business has gone through a dynamic transformation over the last 30 years. In the beginning the foundries were several process nodes behind the IDMs with little hope of catching up. Today the foundries are leading the process development race at 10nm – 7nm, and will continue to do so, absolutely.… Read More
One of the more entertaining things I get to observe in the semiconductor ecosystem is competitive customer evaluations of tools and IP. Seriously, this is where the rubber meets the road no matter what the press releases say.
This time it was emulators which is one of the most interesting EDA market segments since there is no dominant… Read More
As I mentioned in a previous post, the big drama at last year’s Design Automation Conference was the acquisition of the Electronic Systems Design Alliance (formerly EDAC) by SEMI, the owner of the SEMICON West Conference franchise. The plan is to add an ES Design West wing to the SEMICON West conference in San Francisco next year.… Read More
After mentioning what I heard at IEDM 2018, that Intel was officially closing the merchant foundry business as an aside in a SemiWiki forum discussion, I got a lot of email responses so let me clarify. Honestly I did not think it was a big surprise. Intel Custom Foundry was an ill conceived idea (my opinion) from the very start and was… Read More
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Speculative Execution: Rethinking the Approach to CPU Scheduling