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What is the biggest challenge facing an EDA startup today? By a startup, I mean a brand new company, not a company that already has a few customers and is either on a fast path to success or a slower path whereby the company can continue to grow slowly forever.
Obviously, one challenge is the funding environment. Since EDA acquisitions… Read More
Apple’s stock is down 10% after they announced “disappointing” results. They are only disappointing in the sense that some analysts expected even bigger profits. At $13.08 billion it is the largest quarterly profit for any corporation that is not in the oil business ever. According to wikipedia, even the … Read More
The Wireless Business Unit (WBU) from TI was created in the mid 90’s to structure the chip business in wireless handset made with customers like Nokia, Ericsson or Alcatel. I had a deep look at the WBU results: quickly growing from $1B in 2000 to reach about $5B in 2005… to finally decrease by 70%, down to $1.3B in 2012.
Let’s make it clear:… Read More
“It’s not like we started it,” said Larry. “After all the idea of going Thermonuclear was first broached by Steve to Eric at their outdoor café meeting in Palo Alto way back in 2010. We’re just following by example and as Steve was wont to quote Picasso; “good artist copy, great artist steal” so why not go Thermonuclear with our Android… Read More
Apple’s Next Threatby Randy Smith on 01-03-2013 at 9:30 pmCategories: General
It seems only appropriate that at the beginning of the year we should look at who is going to be the next significant threat to Apple’s profitability machine. During Apple’s meteoric rise over the past 9 years (APPL share price: Jan-2004 @ $11 vs. Jan-2013 @ $550) different companies have been put up as Apple’s next significant threat… Read More
It was an amazing year for SemiWiki and I would like to sincerely thank all who participated. SemiWiki traffic doubled again which is amazing in itself. SemiWiki membership more than tripled as we continue to add vertical markets (EDA, IP, Services, Foundry). More people are blogging on SemiWiki and the Forums and Wikis are coming… Read More
In November and December I upgraded three devices and share my opinions on the utility of each:
- Samsung Galaxy Note (aka Phablet = Phone + Tablet)
- Kindle Paperwhite (e-reader)
- Google Nexus 7 (Tablet)
…
Read More
Shipments of semiconductor manufacturing equipment have been trending downward since June 2012, based on combined data from SEMI for North American and European manufacturers and from SEAJ for Japanese manufacturers. The market bounced back strongly in late 2009 and in 2010 after the 2008 downturn to return to the $3 billion… Read More
An email update from John Cooley at DeepChip this morning prompted the bloggers here at SemiWiki to continue the discussion and point out incorrect data, so that readers realize what is really happening with our media portals as sources of timely and relevant news and opinion. I respect what John Cooley has done with DeepChip over… Read More
HP buys Autonomy for $11B then does an $8.8B writedown?!?!?! Was HP swindled by Autonomy? As a long time HP customer I’m outraged by this behavior. Not just the over priced acquisition but the behavior of HP on a whole! Even today 4 of the 6 laptops in my house are HP as are my printers. How am I supposed to buy HP products with a straight … Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay