In response to the growing mobile audience and increasing cost of data plans, SemiWiki has uploaded Android and Apple IOs applications. The SemiWiki mobile apps are available to you at no cost and are advertisement free. The Android app is available TODAY but the IOs app is still PENDING Apple approval (up to 60 days) versus Google… Read More
Have You Ever Heard of the Carrington Event? Will Your Chips Survive Another?
In one of those odd coincidences, I was having dinner with a friend last week and somehow the Carrington Event came up. Then I read a a piece in EETimesabout whether electrical storms could cause problems in the near future. Even that piece didn’t mention the Carrington Event so I guess George Leopold, the author, hasn’t… Read More
Apple’s Victory Will Re-Shuffle the Semi Industry
Apple’s legal victory over Samsung has been analyzed in thousands of articles and TWEETs since last Friday’s announcement and surely more will follow. Most of the commentary has focused on the first order impact to handset manufacturers. It is not entirely clear how it will all settle but there are sure to be secondary ramifications… Read More
The Generational Legacy of Steve Jobs
Truly great leaders are recognized by the impact they leave several generations down the road. Roosevelt and Churchill are two historical figures who together saved Western Civilization, thus leaving a tremendous legacy even now, two generations later. In the semiconductor world we mark our generations in the two-year cadence… Read More
Smartphones: Is It Game Over?
The Q2 numbers for smartphones are now all in and the basic story is that Google is now registering an incredible million Android phones per day, half of them made by Samsung. That’s 85% of all the smartphones shipped last quarter. Android has (per IDC) 68% market share of all smartphones out there.
Apple grew by double digit… Read More
"Death of Equities" = A Silicon Valley Revival
Bill Gross, founder and co-chief investment officer of PIMCO, the world’s largest Bond Fund, recently declared, “We’re Witnessing the Death of Equities.” Contrarians should take note as Gross made a similar calling 10 days before the previous major stock market bottom on March 9[SUP]th[/SUP] 2009. For Entrepreneurs and Venture… Read More
SemiWiki.com Analytics Exposed 2012
About 4 years ago some of my semiconductor cohorts urged me to blog. “Hey Dan, you’re a funny guy, write about EDA and IP, make us laugh!” Of course what I think is funny most people think is snarky, which is a nice word for being a smart ass. The traditional semiconductor press was crumbling, the non traditional EDA websites were outdated,… Read More
The Future of Lithography and the End of Moore’s Law!
Thisblog with a chart showing that the cost of given functionality on a chip is no longer going to fall is, I think, one of the most-read I’ve ever written on Semiwiki. It is actually derived from data nVidia presented about TSMC, so at some level perhaps it is two alpha males circling each other preparing for a fight. Or, in this… Read More
Media Tablet Strategy from Google and Microsoft: illusion about the effective protection of NDAs…
Extracted from an interesting article from Jeff Orr from ABI research, “We have all heard about leaked company roadmaps that detail a vendor’s product or service plans for the next year or two. Typically, putting one’s plans down in advance of public announcement has two intended audiences: customers who rely on … Read More
EUV: No Pellicle
There’s a dirty secret problem about EUV that people don’t seem to to be talking about. There’s no pellicle on a EUV mask. OK, probably you have no idea what that means, a lot of jargon words, nor why it would be important, but it seems to me it could be the killer problem for EUV.
In refractive masks, you print a pattern… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay