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Every year, analyst Mary Meeker produces a large presentation (88 slides this year) about internet trends. This year’s oneis just out. So much of the semiconductor industry is driven by trends in mobile and PCs. Increasingly, just by mobile since it has already overtaken PCs in terms of units and will soon overtake in terms… Read More
I was trying to find the comment one of my counterparts here made eight months ago that given the cash burn rate, Nokia would be out of business in eight months, so I could gloat a bit. Bzzzzzzt – cash position actually increased in 1Q13. The numbers tell a painful story about a company on a difficult diet to survive, one that analysts… Read More
One of the nice things about being part of a website such as SemiWiki is that you get to see real-time trends and analytics. SemiWiki is built on top of a relational database with a full content manager and integrated analytics. It also allows us to see historical data that we can compare and contrast to what is happening today.
One of… Read More
Accuracy, ease of use and performance have always been paramount for electromagnetic analysis software. Historically, it has been hard to find all three of these qualities in one tool. The result is that many high speed analog and RF designers resort to using multiple, often overlapping, tools to get the job done.
Lorentz Solution… Read More
There are a couple of new analyst reports out that are interesting enough to blog about. I talk to the financial types on the phone every week or so explaining the semiconductor business and answering questions about the foundries and the top fabless companies. We don’t always agree on the outlook but there is always something to … Read More
The cell phone phenomena has catalyzed the technology growth and coaxed the hardware and software to work more closely. The Apple effect further directed this technology growth to focus on enhanced user experience. The emphasis has been primarily on the display and touch aspects of the designs with limited adoption on other areas.… Read More
So Ericsson Mobile Platforms is to be shut down, with the loss of around 1600 jobs. Not to mention billions of dollars that ST and Ericsson sunk into the joint venture in an attempt to create a competitor to Qualcomm.
The history actually goes back a bit further. Nokia originally had an internal semiconductor design group and in 2007… Read More
46 years in Computing, 1945-1991
Margaret (Kampschaefer) Butler was a pioneer in technology, a ground-breaking woman who graduated with a B.S in Mathematics and Statistics in 1944, and followed a fascinating career path in the public sector starting in the earliest days of computers and nuclear energy. One of the early female… Read More
The keynotes at CDNLive today were very interesting, but rather than cover the slides and bullet points let me share with you my personal view of Samsung and how they are changing the semiconductor industry. Before I continue remember I’m just a blogger who shares observations, experiences, and opinions. This blog is for entertainment… Read More
I recently blogged about the actions filed by Tela Innovations at both the US International Trade Commission (USITC) and in federal district court. Those actions allege that five mobile phone manufacturers -HTC, LG, Motorola Mobility, Pantech, and Nokia – were importing handsets into the US which infringed on seven of… Read More
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More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay