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Talking to customers is one of the best parts of being a semiconductor professional. It keeps you grounded and offers you the collective experience of some of the smartest people around the world, absolutely.
Webinar: The Emergence of FPGA Prototyping for ASIC/SoC Design
Customer success stories are a close second and interestingly… Read More
If you are interested in what types of chips we will see in the coming years always ask an ASIC provider because they know. Companies of all sizes (small-medium-large) use ASIC companies to get their chips out in the least amount of time and at a minimum cost because that is what ASIC companies do.
IP is an important ingredient to the … Read More
One of the other blog worthy analyst presentations at ISS 2018 was by Len Jelinek of IHS. Len is my kind of analyst, he spent 28 years in the semiconductor industry before going to the dark side so he knows what he is talking about. Len’s presentation on Global Semiconductor Market Trends is action packed so I will be doing a lot of cut … Read More
One of the more interesting markets that I cover is FPGA Prototyping. Interesting because it is fast growing ($150-250M) and interesting because it is all about design starts and design starts are the lifeblood of the semiconductor industry.
If you are interested in FPGA prototyping you might want to start with the 30+ S2C Inc blogs… Read More
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
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