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Semiconductor Wafer Allocation and Design Migration

Semiconductor Wafer Allocation and Design Migration
by Daniel Nenni on 08-12-2009 at 8:00 pm

In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More


EDA is DEAD

EDA is DEAD
by Daniel Nenni on 05-23-2009 at 12:12 am

Years ago I bought my ancestral home, the house where my beloved grandparents lived, the place in which I grew up. It was more an emotional investment than a financial one, much more. After completely renovating it with my keyboard hardened hands, reliving much of my childhood, I joined the ranks of the slum lords and rented the house… Read More


Jim Cramer’s CNBC Mad Money on Cadence!

Jim Cramer’s CNBC Mad Money on Cadence!
by Daniel Nenni on 05-15-2009 at 6:10 pm

For those of you who follow the market and play EDA stocks this will be a shocker! Jim Cramer, former Hedge Fund Manager, co-founder of TheStreet.com, and host of the CNBC’s Mad Money did a piece last week on Cadence. Apparently he did NOT read my piece on EDA being DEAD:


Cramer’s Wednesday “Tech Spec” pickswas Cadence Design SystemsRead More