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Clearly the key to success in the foundry business is partnerships. Easy to say, harder to do, here is an excellent example of one that works: GLOBALFOUNDRIES and ARM announced in August 2012 a multi-year agreement to jointly deliver optimized system-on-chip (SoC) solutions for ARM® processor designs on GLOBALFOUNDRIES’ 20-nanometer… Read More
For all the raving and ranting and hand-wringing about the iPhone 5, the centerpiece of the device – the new A6 SoC – is proving to be a marvelous piece of engineering.… Read More
The release of Apple’s iPhone 5 has led to much speculation on its impact on the economy. An analyst at J.P. Morgan estimated the iPhone 5 could add $3.2 billion to U.S. GDP in the fourth quarter, adding ¼ to ½ point to the GDP growth rate.
Analysts’ estimates for total iPhone sales in 4Q 2012 are in the range of 46 million to 50 million units.… Read More
This is the 15[SUP]th[/SUP] anniversary for the SAME Conference, dedicated to innovation on Microelectronics. Sophia-Antipolis is not only close to Mediterranean sea, but also at the heart of Telecom valley in south of France, with Texas Instruments design center dedicated to Application Processor design (OMAP), Cadence… Read More
As Dan wrote here, we got invited by Intel to IDF and by ARM to a cheeky little party that they organized the day before. I asked ARM if they were announcing anything and they said basically that it would be foolish to make any announcement the week of their biggest competitors big show. Well, that wasn’t a rule that Apple felt like… Read More
Just a reminder, the semiconductor industry is doing quite well thanks to the fabless semiconductor ecosystem. TSMC, my economic bellwether, reported another great month with a 32% increase over August 2011 and a 16% increase over January-August 2011. TSMC is forecasting Q3 at a 7% increase over Q2, which was an amazing 21% increase… Read More
Low power is the hottest topic these days. The designers of hardware and software are trying to find instances where they can save power . This article tries to identify the role that can be played by the hardware which traditionally it is always software who drives it.… Read More
This news announced two weeks ago is not really good news for those expecting to see this new generation of computers, running Windows RT OS and no more based on x86 processor but on ARM CPU core, coming on the market. The reason invoked by Toshiba was “delays in getting adequate supplies of components” and, even if Toshiba did not specifically… Read More
Arteris, founded in 2003, is the inventor and leading supplier of network-on-chip (NoC) interconnect IP solutions. Can we say that the company is still a start-up? I would say yes, as their flagship product, FlexNoc (Network on Chip IP function) was a completely new concept when it was introduced. As for every disruptive technology,… Read More
One of the comments to previous installments of this series was that there isn’t much left for the merchant suppliers of smart mobile SoCs, considering Apple and Samsung have majority share and design their own parts. The theory is this makes it hard for many suppliers to continue investing at the resource levels needed to bring … Read More
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