The theme of our book “Fabless: The Transformation of the Semiconductor Industry” comes from the Steve Jobs quote,“You can’t really understand now if you don’t know what came before.” After chronicling the rise of the semiconductor industry and transformation to the fabless business model we ask in the final chapter, … Read More
Somebody at the NSA has a sense of humor
We have to go way back in the annals of entertainment history to find the origin of the word “Jeep”, not just a term of endearment hung on a WWII utility vehicle. Pictured is Eugene the Jeep, a mystical creature belonging to the 4th Dimension, who first appeared to torment Popeye the Sailor in 1936.… Read More
SemiWiki 2013 in Review!
This certainly was an interesting year. The fabless semiconductor ecosystem definitely got stronger and I see nothing but clear skies in 2014. Judging by the SemiWiki 2013 analytics and key search terms we all have an interesting year ahead of us with even more opportunities to grow and innovate. 2013 was also a year of growth and… Read More
Will You Take the Password Pill?
As smartphone and tablet makers desperately search for points of differentiation they will try to push the limits of performance on several fronts to extremes. The password pill and the display-cover display are two of the stranger extreme features on the way.
Extreme inter-connectivity is one of the more useful features that… Read More
Smart Watch, Phone, Phablet, Tablet, Thin Notebook…?
There are more, but wait a while, from this set which ones do you need? Or let me ask the question differently (I know you may like something impulsively and have money to buy), which ones do you want to buy and own? Still confused? I guess what you need, you already have, but you want to change it for something new and different. While I … Read More
The hottest real estate? Your wrist!
I first read about the Pebble smartwatch earlier this year and thought “I don’t need yet another electronic device, and certainly not one that’s attached to my body.” Then I felt bad. Am I a troglodyte? It’s true, I do still have an iPhone 4, which is a little embarrassing in Silicon Valley. I have also never worn a wrist watch of any kind,… Read More
Mobile Maturity Leads to Extremes
The smartphone is becoming a commodity, a lifecycle stage where the strong get stronger, the weak get weaker, and the products standardize and start to look alike. This dynamic is driving innovation in existing products to extremes and spawning a new class of wearable devices.
Today two major players are leading the mobile hardware… Read More
And the 2013 Mobile Winner is … Micron?
To the surprise of nearly all observers and due to no extraordinary technological advancement, there is one true mobile winner of the past year and that is Micron, whose stock has soared in 2013 from $5 to $21. I know, you’re probably saying, “Micron, you can’t be serious.” Let’s run through the … Read More
My iPhone 5s is having hot flashes!
It is bad enough my wife is “flashing” but now my phone is 100+ degrees too!?!?!? It seems that an application is getting stuck and the SoC is thrashing. Which application I do not know, you need to use the old process of elimination method to figure this one out. Doing a hard reboot (turning your phone off and on) is the quick fix, you can… Read More
Smartphones Are More Amazing That You Can Believe
I’ve written before about just how widespread mobile phones are: more people use mobile phones that a a toothbrush and more know how to use one than to use a pencil to write. This all happened very recently. I bet if you are asked when you got your first mobile phone you will guess too early. I had a car-phone in 1993 and a real mobile… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay