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We attended the Needham Growth Conference which is one of the first conferences of the year and in the quiet period before most companies reported so even though there was no “official” comment from most companies on the quarter, the surrounding commentary spoke volumes:
As we are preparing for the “IoT Devices Can Kill and What Chip Makers Need to Do Now” webinar next week, Intrinsic-ID did a nice press release with Integrated Device Technology. IDT is one of the companies I grew up with here in Silicon Valley that pivoted its way to a $6.7B acquisition by Renesas.
IDT is focused on automotive,… Read More
CES 2018 saw the proliferation of digital assistant applications in cars (and homes, of course) with Harman International, Panasonic and Visteon showing multiple digital assistant implementations with in-dash infotainment systems. Panasonic showed a hybrid Alexa system capable of working off line and Harman showed a system… Read More
CES 2019 was held this week in Las Vegas and had over 4500 exhibiting companies and over 180,000 attendees. Over 6500 media and industry analysts attended (including yours truly of Semiconductor Intelligence). CES 2019 includes a broader industry than just electronics, which led to the show being renamed CES (previously the … Read More
It’s January so time for my annual update on all things cycling that are being shown at CES this week. For 2018 my cycling goal was 11,440 miles, but an accident on September 1st cut into my goal, however I did reach 10,887.6 miles according to Strava.
eBikes
This category continues to grow in 2019, with many vendors offering … Read More
In the superheated world of AI and Neural Nets (NN), many of us are familiar with object recognition in images: cars, pedestrians, cats and dogs and thousands of other applications. But there’s another class of applications, also growing rapidly, around audio AI. Early generations for command recognition in infotainment systems… Read More
The often pedantic debate over how cars will directly communicate with other cars and infrastructure will culminate suitably at CES 2019 with multiple C-V2X announcements and demonstrations. Foremost among those demonstrations will be parking lot drive-arounds at the Rio Resort Hotel put on by Ford Motor Company, Audi of America… Read More
I’ve noticed hybrid solutions popping up recently (I’m reminded of NXP’s crossover MCU released in 2017). These are generally a fairly clear indicator that market needs are shifting; what once could be solved with an application processor or controller or DSP or whatever, now needs two (or more) of these. In performance/power/price-sensitive… Read More
After the onslaught of IoT devices Christmas brought to the masses we really need to talk about security or lack thereof. Do me a favor and count how many IoT devices you have now? Our house IoT count is probably a bit higher than average due to my technology addiction but we are firmly in the double digits and the security breach stories… Read More
While writing the definitive book on ARM history we could not have imagined a more different exit than the SoftBank acquisition, not even close. It is now very clear why SoftBank acquired ARM for $31B. It is also very clear why alternatives like RISC-V are trending on SemiWiki and will continue to do so, absolutely. No matter what … Read More
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AI RTL Generation versus AI RTL Verification