So it’s true. IBM is selling its semiconductor division to GlobalFoundries. Actually, selling is a sort of euphemism for paying them $1.5B to take it off their hands. At least according to Bloomberg. There have been rumors for weeks that IBM wanted to pay $1B to get rid of the division, but GF wanted $2B. Looks like they split… Read More
Author: Paul McLellan
Xilinx: Revenue on Target, Profit Above
Xilinx announced their quarterly results a couple of days ago. Technically it is their Q2 2015. Sales were $604M and profitability was significantly higher than expected at $0.62/share. But that is not the most interesting thing about these calls. There is the Xilinx vs Altera story. And then there are tealeaves to be read about… Read More
Atmel’s New Microcontrollers and IoT, Wearables
More and more companies, regardless of their vertical, are trying to get closer to their customers and see various aspects of the internet of things (IoT) as the way to do so. For a good example, here is Salesforce Wear Developer Pack which, as they say:..is a collection of open-source starter apps that let you quickly design and build… Read More
Demler: Quad Core is Just For Marketing; Intel Will Not Succeed in Mobile
At Memcon today Mike Demler of the Linley Group (and coincidentally someone who used to work for me back at Cadence and who now run Memcon, small world) gave an interesting presentation on Trends in Mobile Processors. A mobile application processor (AP) is a highly integrated SoC to run the applications in a mobile device. Mostly… Read More
Mentor Wins v Synopsys
Just a couple of days ago I read a curious press release.Mentor Graphics Corp. (NASDAQ: MENT), today announced that a Portland, Oregon jury delivered a verdict in favor of Mentor in a trial in which Mentor asserted infringement of one of its patents against Emulation and Verification Engineering S.A. (EVE) and Synopsys, Inc. (Nasdaq:… Read More
Intel: Spectacular PC, Some Progress in Mobile
Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
EDAC Mixer, Kaufman and More. All Things EDAC
The next monthly EDAC mixer is next week on Thursday 23rd October from 6-8pm. It will be at the Sonoma Chicken Coop at 90 Skyport Drive in San Jose (right next to where Magma used to be and Atmel is). So come along and mingle with industry peers, all the the benefit of local charities. You don’t need to donate, just pay for your food… Read More
CASPA, ARM and the Internet of Things
Today I was at the Chinese-American Semiconductor Professionals’ Association conference and dinner. Simon Segars, CEO of ARM, gave the dinner keynote. Somewhat surreally, it was in the same room in the same conference center two weeks ago that he gave they keynote at ARM TechCon. In another coincidence, Mike Muller of … Read More
Xilinx Vivado: Faster and Better
When you think of Xilinx the word FPGA is the first that comes to mind. But Xilinx has really moved beyond the sort of simple glue-logic arrays that their first success was built on. A modern array contains processors as well as programmable fabric, hence the Xilinx tag-line “all programmable”. But another area that… Read More
SEMICON Europa
This week it is SEMICON Europa in Grenoble in the heart of the French Alps.
SEMICON Europa 2014 opened yesterday at ALPEXPO in Grenoble with more than 400 exhibiting companies. Learn about the latest innovative technologies, products, applications and business opportunities both within the European community and globally.… Read More
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