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Black Swan Events are not to be embraced, they are to be feared, if conventional wisdom holds true. And yet, the 2011 Black Swan that slammed the PC market (i.e. the Thailand Floods that wiped out a large part of the disk drive market) has turned out to be the key catalyst for reshaping the semiconductor industry in 2012 and 2013. Instead… Read More
The speed with which The Mobile Tsunami engulfs the old PC Market is just incredible. 18 months ago the tablet and smartphone markets were considered a Green Field of Opportunity for PC OEMs and chip suppliers to graze in for the next decade. The fences, however, are closing in fast as Apple continues to drive its iOS empire into new… Read More
Wednesday morning I attended a panel discussion with: ARM, IBM, Cadence, GLOBALFOUNDRIES and Samsung.
The panelists all sang the same song of collaboration between EDA, IP and Foundry to enable 28nm, 20nm and even 14nm.… Read More
At DAC (next week, in case you have been under a rock for the last few months) Jasper has four of their customers presenting. Of course they are also presenting themselves making a total of 5 seminars.
nVidia is presenting on Sequential Equivalency Checking for Power Optimization with JasperGold Apps. It is on Monday at 11am, Tuesday… Read More
The recent announcement from Arteris that iC-Logic chose FlexNoC and C2C to create a flexible and high speed communication chip to respond to the increasing demand of high speed connectivity in car infotainment systems is very interesting, as it shows that SoC designed for the Automotive market segment also require advanced … Read More
Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…
First up was… Read More
Talk about an unusual position. Intel finds themselves very much currently outside when it comes to mobile SoCs for phones and tablets. After several attempts at soul-searching and a true understanding of the term “low-power” (not meaning 3W, but instead < 1W), they finally have a part – in the form of “Medfield”, aka the Atom… Read More
CPAK sounds like something politicians create to collect money, but in fact it is a Carbon Performance Analysis Kit. It consists of models, reference platform, initialization software (for bare metal CPAKs) or OS binary (for Linux and Android based CPAKs). They are (or will soon be) available for ARM Cortex A9, ARM Cortex A15 and… Read More
The Linley Group, whose conference on mobile I recently attended, has some interesting data about the processor core market. Firstly, the numbers are big: CPU cores shipped in over 10 billion chips last year which is up 25% on last. ARM has a share of 78% of that entire market. The big surprise to me was the #2 was not MIPS but Synopsys… Read More
If you look real close at the #49 DAC floor plan you will see the tiny Intel booth dwarfed by those of TSMC, GlobalFoundries, Samsung, and ARM. The number one semiconductor company in the world does not have the budget for the cornerstone conference of the semiconductor ecosystem? Oh my…… Intel has a big foundry hat and no cattle… Read More
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