The “old saw” is “To Sell in May and Go Away.” It’s a Maxim that particularly applies to semiconductor stocks as they typically drop from a post April earnings peak through the summer doldrums to a late September nadir only to be revived in the prelude of October earnings. It has happened again this year, although the path taken by the… Read More
FPGA Prototyping – What I learned at a Seminar
Intro
My first exposure to hardware prototyping was at Intel back in 1980 when the iAPX 432 chip-set group decided to build a TTL-based wire-wrap prototype of a 32 bit processor to execute the Ada language. The effort to create the prototype took much longer than expected and was only functional a few months before silicon came back.… Read More
Altera and Xilinx Eyeing 28nm FPGA Dominance
28nm FPGAs are finally hitting the market and the next round in the battle between Altera and Xilinx is heating up. At 40nm, Altera beat Xilinx out the door by a year and as a consequence won a lot of new sockets in the high end Communications market. In the past year, Altera has closed the revenue and market share gap with Xilinx. This … Read More
MCU Performance Customers: The Cavalry is Coming Over The Hill
The under the radar, sleepy microcontroller market is about to undergo a rapid transformation the next several years with new entrants and the rise of 32 bit cores that will redefine the parameters for success. This will revive growth and result in new winners and losers. But lots of questions remain.
My first job out of college in… Read More
The World’s Smallest Printed Circuit Boards: interposers
Have you ever had the experience where you look up some unusual word in the dictionary since you don’t remember seeing it before. And then, in the next few weeks you keep coming across it. Twice in the last week I have been in presentations about the economics of putting die onto silicon interposers and the possibility of a new… Read More
Wanted: FPGA start-up! …Dead or Alive?
The recent announcement from Tabula about the $108 million raised in its Series D round of funding is putting the focus on FPGA technology, and FPGA startups in particular. Who are these FPGA startups, what is their differentiation, where is the innovation, in the product or the business model?
When you say FPGA, you first think:… Read More
Will 50% of New High Performance Computing (HPC) Chip Designs be Multi-Die in 2025?