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Semiconductor Intellectual Property
Last week was ARM’s quarterly earnings call. Simon Segars, the CEO, and Tim Score, the CFO, presented from London.
First, the numbers:
Royalty is a critical component in any IP deal. SoC companies want IP companies to share the risk of success (or failure) of their SoC and to enable that they want IP vendors to accept a substantial part of their payment to be paid as royalty. But the customers are also not very interested to shell out huge money to IP companies if the SoC… Read More
Processor and GPU cores usually get the limelight, driven by the ARM and Imagination machines occupying the center square of most SoC designs. CEVA has quietly been assembling DSP IP in most of the squares around the edge, and may have just reached critical mass for wearables and IoT devices.… Read More
Atmel (and ARM) announced yesterday that Atmel has licensed a portfolio of ARM IP for devices that require video, image and display capabilities. This portfolio includes Cortex-A7 (a 32-bit core), Mali-V500 (a video accelerator), Mali-DP500 (a display processor) and TrustZone technology (security technology). These can… Read More
Most of the buzz on network-on-chip is around simplifying and scaling interconnect, especially in multicore SoCs where AMBA buses and crossbars run into issues as more and more cores enter a design. Designers may want to explore how NoCs can help with a more power-aware approach.… Read More
There is never enough memory bandwidth. Well, occasionally there is but many SoCs have lots of blocks that communicate through memory, typically off-chip DRAM. In 2001 Sonics created their first solution to this problem with MemMax technology that was incorporated into their SonicsSX product. This has been used in over 100 designs… Read More
There is a perception that ARM is the only microprocessor game in town due to their strong position in many markets, especially mobile. In areas where the instruction set shows through, then this is probably true. There is no rush to build smartphones where the application processor is something else. But even in a phone there are… Read More
From last week: “Chipmakers can’t afford to wait on the sidelines, hoping their standard fare gets picked up and fits in with one of these [#IoT]teams.” This week, it’s ARM, Freescale, and Silicon Labs joining with Google and others on Thread. Yet another consortium? A lot more to this story.… Read More
Thanks to the recent acquisition of Riviera Waves, CEVA is expanding from Digital only DSP IP, to supporting complete solution (Digital + mixed-signal) for both WiFi and Bluetooth functions. Such a move is already a very good market positioning, as customers prefer buying to a single source the digital and the mixed-signal part… Read More
When I started collecting my list of EDA mergers and acquisitions about 30 years ago, my objective was simply to determine the number of logos each EDA company owns. For that reason, I collected all the fish-eat-fish-eat-fish…. mergers and acquisitions, going way back to the very early days of EDA (even before it was called EDA).… Read More
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Things From Intel 10K That Make You Go …. Hmmmm