A tremendous froth of press and promotion has arisen in the last year concerning the Internet of Things. Nearly every High Tech firm on the globe has begun to advertise their offerings as an integral part of it, positioning their products and services as both essential to the IoT and as a vital component of its future. As the smartphone… Read More
Author: Peter Gasperini
The IoT and the Forbidden Fruit
Semiconductor Revenue Trends
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Nescire autem quid ante quam natus sis acciderit, id est semper esse puerum. (Not to know what happened before you were born is to remain forever a child.)–Cicero
2014 is destined to be a pivotal year for Silicon Valley and High Tech in general. End user markets have been stagnating or declining over the last… Read More
The Grand Folly of India’s Foundry Plans, Part 2
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Authors: Pete Gasperini & Abhijit Athavale
The first article on this topic, published here on Semiwiki on July 6[SUP]th[/SUP], addressed New Delhi’s proposal to subsidize the construction of two silicon fabs – one in 22nm, the other in 28nm – in order to stimulate India’s high tech sector and reduce… Read More
High Tech Headwinds and Project/People Management
In previous posts, we discussed the growing set of challenges and threats faced by the semiconductor industry. From saturating & stagnant systems markets to the gears starting to seize up in that engine of growth we’ve been calling Moore’s Law, chip revenues are – with the exception of memory price boosts from supply… Read More
Winds of Change in the Custom Chip Market
The most interesting part of the semiconductor market for me has always been the Custom Chip sector – the FPGA, ASIC and SoC companies where I have spent my entire career. These three segments provide an excellent barometer of the overall state of financial health and technological innovation for the entire High Tech industry, … Read More
The Grand Folly of India’s Foundry Plans
At the beginning of the year, New Delhi’s outgoing government launched an initiative purported to drive the nation’s technology independence and reduce the current account deficit on electronics imports. The initiative describes a partnership between New Delhi and two industrial consortiums for the building of semiconductor… Read More
Next Generation of Systems Design at Siemens