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Startups: the Biggest Challenge

Startups: the Biggest Challenge
by Paul McLellan on 01-31-2013 at 9:00 pm

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 Makes More on iPhone Than Samsung on Everything

Apple Makes More on iPhone Than Samsung on Everything
by Paul McLellan on 01-25-2013 at 1:39 pm

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


How to manage decreasing by 70% a $5B IC business in less than 6 years? TI knows the answer…

How to manage decreasing by 70% a $5B IC business in less than 6 years? TI knows the answer…
by Eric Esteve on 01-24-2013 at 9:40 am

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


Will Google Go Thermonuclear?

Will Google Go Thermonuclear?
by Ed McKernan on 01-06-2013 at 8:30 pm

“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 Threat

Apple’s Next Threat
by Randy Smith on 01-03-2013 at 9:30 pm

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


Happy New Year from SemiWiki!

Happy New Year from SemiWiki!
by Daniel Nenni on 01-01-2013 at 7:05 pm

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


Equipment Down 16% in 2012, Flat to Down in 2013

Equipment Down 16% in 2012, Flat to Down in 2013
by Bill Jewell on 12-22-2012 at 8:30 pm

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 billionRead More


A Comparison of SemiWiki and DeepChip

A Comparison of SemiWiki and DeepChip
by Daniel Payne on 12-12-2012 at 9:06 pm

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 Loses Its Autonomy!

HP Loses Its Autonomy!
by Daniel Nenni on 12-09-2012 at 9:00 pm

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