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Synopsys Users Group Silicon Valley 2012 Keynote: ARM

Synopsys Users Group Silicon Valley 2012 Keynote: ARM
by Daniel Nenni on 03-28-2012 at 12:49 pm


Keynote #2 at SNUG 2012 was John Cornish, VP Marketing at ARM. Why they sent a marketing person to speak in front of 2,000+ engineers I do not know. To top that, next time they should send a sales person and do a real dog and pony show. To find out more about John I checked his LinkedIn profile which was bare. So enough about John, lets hit … Read More


The Coming Gamer Tablet from…… Apple!

The Coming Gamer Tablet from…… Apple!
by Ed McKernan on 03-13-2012 at 11:25 am

After the introduction of the NEWiPAD, Apple has placed itself just two short steps away from dominating the computer market – including PCs. One step, which is widely reported, is a smaller iPAD with an 8” screen that aims for a $299 price point. Amazon will take the rest of the market under $299. The second step is purely speculation… Read More


Apple’s New iPAD and the End of PC Benchmarks

Apple’s New iPAD and the End of PC Benchmarks
by Ed McKernan on 03-09-2012 at 10:19 am

With the introduction of the “New iPAD”, we now have the 2012 benchmark for the tablet market, including the offerings that will come from Amazon later in the year. As has been noted earlier, with each new mobile product iteration Apple unmoors itself from the PC foundations of Microsoft, Intel and even nVidia and AMD. At the unveiling… Read More


Designing ARM Powered High Performance SoCs on 28nm and 20nm!

Designing ARM Powered High Performance SoCs on 28nm and 20nm!
by Daniel Nenni on 03-06-2012 at 9:17 am


Last week I had an interesting meeting with GLOBALFOUNDRIES executives Kevin Meyer and Mojy Chian. It certainly seems that GFI has turned a corner! I will be in Dresden next week for DATE 2012 and will also visit the GFI Fab there. 28nm and 20nm are on track so expect an aggressive implementation plan from GFI this year.… Read More


3D Transistor for the Common Man!

3D Transistor for the Common Man!
by Daniel Nenni on 03-01-2012 at 3:28 pm

The 1999 IDM paper Sub 50-nm FinFET: PMOSstarted the 3D transistor ball rolling, then in May of 2011 Intel announceda production version of a 3D transistor (TriGate) technology at 22nm. Intel is the leader in semiconductor process technologies so you can be sure that others will follow. Intel has a nice “History of the TransistorRead More


Powering the Platforms: ARM’s 2012 Approach

Powering the Platforms: ARM’s 2012 Approach
by Don Dingee on 02-08-2012 at 4:30 pm

A client turned me on to a great new book, “The Age of the Platform” by Phil Simon. It’s about how Amazon, Apple, Facebook, and Google have radically transformed the landscape. For me, it’s not just social networking – it’s social computing, changing how things are designed.

I’m borrowing this right from Phil’s… Read More


Apple’s Blowout Earnings: Welcome to 2012!

Apple’s Blowout Earnings: Welcome to 2012!
by Ed McKernan on 01-24-2012 at 11:00 pm

Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More


ARM vs Intel? Just look at ARM Top Customer in 2010!

ARM vs Intel? Just look at ARM Top Customer in 2010!
by Eric Esteve on 01-16-2012 at 3:47 am

Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More


The Innovator’s Dilemma Dagger Aimed at AMD and nVidia’s Heart

The Innovator’s Dilemma Dagger Aimed at AMD and nVidia’s Heart
by Ed McKernan on 01-13-2012 at 1:42 pm

There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More


Medfield: ARM twisting

Medfield: ARM twisting
by Paul McLellan on 01-11-2012 at 2:53 pm

One of the most significant announcements at the consumer electronics show (CES) this week was Intel’s Medfield, an Atom-based smartphone SoC. The SoC itself is unremarkable, perhaps a little better than ARM Cortex-based SoCs in some areas, worse in others. The reason it is significant is that Motorola (soon to be Google,… Read More