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Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!

Semi Market Decreased by 8% in 2023… When Design IP Sales Grew by 6%!
by Eric Esteve on 04-19-2024 at 6:00 am

Top10 Table 2023

Design IP revenues had achieved $7.04B in 2023, with disparity between license, growing by 14% and royalty decreasing by 6%, and main categories. Processor (CPU, DSP, GPU & ISP) slightly growing by 3.4% when Physical (SRAM Memory Compiler, Flash Memory Compiler, Library and I/O, AMS, Wireless Interface) slightly decreasing… Read More


Arm Automotive Update Stresses Prototyping for Software Development

Arm Automotive Update Stresses Prototyping for Software Development
by Bernard Murphy on 03-28-2024 at 6:00 am

Arm Automotive Update Stresses Prototyping for Software Development

If you were at all uncertain about auto OEM development priorities, the answer is becoming clear: to accelerate/shift left automotive software development and debug. At 100M lines of code and accelerating, this task is overshadowing all others. A recent Arm update from Dipti Vachani (SVP and GM for the Automotive Line of Business)… Read More


Arteris is Unleashing Innovation by Breaking Down the Memory Wall

Arteris is Unleashing Innovation by Breaking Down the Memory Wall
by Mike Gianfagna on 03-14-2024 at 6:00 am

Arteris is Unleashing Innovation by Breaking Down the Memory Wall

There is a lot of discussion about removing barriers to innovation these days. Semiconductor systems are at the heart of unlocking many forms of technical innovation, if only we could address issues such as the slowing of Moore’s Law, reduction of power consumption, enhancement of security and reliability and so on. But there … Read More


Arm Neoverse Continues to Claim Territory in Infrastructure

Arm Neoverse Continues to Claim Territory in Infrastructure
by Bernard Murphy on 02-21-2024 at 10:00 am

Neoverse announcement min

After owning general purpose compute in cell phones and IoT devices, it wasn’t clear what Arm’s next act might be. Seemingly the x86 giants dominated in datacenters and  auguries suggested a bloody war in smaller platforms between Arm and RISC-V. But Arm knew what they were doing all along, growing upwards into infrastructure:… Read More


Arm Total Design Hints at Accelerating Multi-Die Activity

Arm Total Design Hints at Accelerating Multi-Die Activity
by Bernard Murphy on 11-02-2023 at 6:00 am

multi die

I confess I am reading tea leaves in this blog, but why not? Arm recently announced Arm Total Design, an expansion of their Compute Subsystems (CSS) offering which made me wonder about the motivation behind this direction. They have a lot of blue-chip partners lined up for this program yet only a general pointer to multi-die systems… Read More


Arm Inches Up the Infrastructure Value Chain

Arm Inches Up the Infrastructure Value Chain
by Bernard Murphy on 08-30-2023 at 6:00 am

Arm just revealed at HotChips their compute subsystems (CSS) direction led by CSS N2. The intent behind CSS is to provide pre-integrated, optimized and validated subsystems to accelerate time to market for infrastructure system builders. Think HPC servers, wireless infrastructure, big edge systems for industry, city, enterprise… Read More


Arm 2023 Mobile Solutions Continue Gaming Focus

Arm 2023 Mobile Solutions Continue Gaming Focus
by Bernard Murphy on 06-06-2023 at 6:00 am

TCS23

Arm recently announced an update for mobile under the Arm Total Compute Solutions (TCS) label, led by Chris Bergey (Sr. VP/GM for the Client line of business). You’ll remember that Chris headed the infrastructure line of business impressively through the Neoverse brand, as demonstrated by Arm-based servers appearing in multiple… Read More


The Corellium Experience Moves to EDA

The Corellium Experience Moves to EDA
by Lauro Rizzatti on 10-25-2022 at 6:00 am

Corellium SemiWIki

Bill Neifert invited me to join him on Zoom recently to talk about his move to Corellium, a company known within the DevSecOps (development, security, operations) market. Developers and security groups use its virtualization technology to build, test, and secure mobile and IoT apps, firmware, and hardware.

Not knowing much … Read More


Arm 2022 Neoverse Update, Roadmap

Arm 2022 Neoverse Update, Roadmap
by Bernard Murphy on 09-27-2022 at 6:00 am

Neoverse update min

Arm recently provided their annual update on the Neoverse product line, targeting infrastructure from cloud to communication to the edge. Chris Bergey (SVP and GM for infrastructure) led the update, starting with a shock-and-awe pitch on Neoverse deployment. He played up that Arm-based servers are now in every major public … Read More


Arm Aims at Mobile Gaming

Arm Aims at Mobile Gaming
by Bernard Murphy on 07-14-2022 at 6:00 am

ARM gaming min

Clearly unfazed by the collapse of the proposed merger with Nvidia, Arm just announced products in support of, what else, mobile gaming. Nvidia turf. Of course Nvidia’s gaming strength is in tethered platforms or laptops. However, understand that 50% of video gaming revenue in 2020 came from smartphone games and that growth is… Read More