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The TSMC Q4 2017 earnings call transcript is up and I found it to be quite interesting for several reasons. First and foremost, this is the last call Chairman Dr. Morris Chang will participate in which signifies the end of a world changing era for me and the fabless semiconductor ecosystem, absolutely. TSMC announced his retirement… Read More
As a car enthusiast and a semiconductor professional the latest automotive trends are of great interest to me. My father raced sports cars and I remember being part of the pit crew (but not really) and impatiently waiting for my turn to drive. The years before my 16[SUP]th[/SUP] birthday when I could legally drive were the slowest… Read More
Wally Rhines, President and CEO of Mentor, a Siemens Group, did another one of his famous deep learning presentations at SEMI ISS 2018. Using the Gompertz Curve Lifecycle to forecast the future growth of semiconductor markets, Wally looks at: Image sensors, Desktop PCs, PC Notebooks, Cell Phone Subscribers, Smartphones, and… Read More
The SEMI Industry Strategy Symposium (ISS 2018) started today with session one on economic trends. Daniel Niles (Alpha One Capital Partners) started it off with “A Golden Age for Global Growth – Semiconductor revenues up over 20% y/y (The Good News is Also the Bad News)”. The good news of course is that semiconductors continue… Read More
The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More
On the heels of successful seminars in Tokyo and Shanghai, eSilicon is starting the new year back in the cloud with a webinar version of the live events for those, like myself, who could not attend. The webinar will compress the 3 hour live event into 60 minutes which will provide a great place to start a conversation on your next chip… Read More
As I mentioned before, SiFive and RISC-V are trending topics on SemiWiki.com which makes complete sense since we have been covering semiconductor IP and ARM since we first went online in January of 2011.
In total we have published 707 IP related blogs that earned 3,565,140 views (5043 views per blog average). Out of that, 254 are … Read More
As we begin another new year we begin another semiconductor conference cycle starting with SEMI ISS on January 15–18 at the Ritz-Carlton in Half Moon Bay California. This conference really sets the tone for the year and gives us a place to start thinking, acting, and reacting. This year it is all about the electronic devices we have… Read More
This has been an amazing year for me both personally and professionally. Personally we are now empty nest and have our first grandchild. SemiWiki is prospering, a company that I have been involved with for ten years (Solido Design) had a very nice exit, and my time promoting semiconductor stocks to Wall Street paid off with the PHLX… Read More
The Consumer Electronics Show (CES) is in its 50th year believe it or not! The first one was in New York (1967) with 250 exhibitors and 17,500 attendees. Portable radios and TVs were all the rage followed by VCRs in 1970 and camcorders and compact discs in 1981. This year there will be 3,900+ exhibits and an estimated 170,000 attendees… Read More
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Why I Think Intel 3.0 Will Succeed