We received some good feedback from our article on Intel’s Back to the Future Buy of Micron and I thought I would present another story line that gives readers a better perspective of what may be possibly coming down the road. In this case, it is the story of AMD and Samsung partnering to counter Intel’s platform play with Micron. The… Read More
Semiconductor Intellectual Property
Cadence Verification IP Technical Seminar!
According to trusted sources it costs upwards of $50M to design a 40nm SoC down to the GDS. Semiconductor IP is a fast growing part of that equation and functional verification of that IP is critical. Hardware complexity growth continues to follow Moore’s Law but verification complexity is even more challenging. In fact, IP verification… Read More
Intel’s Back to the Future Buy of Micron
In an interview that Gordon Moore gave in early 2000, the former co-founder of Intel recounted how they abandoned the DRAM market in the early 1980s in order to exit the increasingly unprofitable business and focus on the promising, yet still young x86 processor market. Intel was also home to EEPROM and NOR Flash, two memory technologies… Read More
Captain Ahab Calls Out for the Merger of nVidia and AMD
Call me Ishmael. Some years ago –in the mid 1990s – having little or no money in my purse and nothing particular to interest me on shore, I thought I would sail the startup ship Cyrix and see the watery part of the PC world. Whenever I find myself grim about the mouth or pause before coffin warehouses, and bring up the rear of every funeral… Read More
Will AMD Crash Intel’s $300M Ultrabook Party?
Let’s face it, the ships are burning in the harbor and there is only one way out of here for AMD. It needs to crash Intel’s exclusive $300M Ultrabook Party in order to grab a slice of the future, more profitable PC market.
Intel Capital Creates $300 Million Ultrabook Fund… Read More
Reducing SoC Power Consumption using Integrated Voltage Regulators
Last month I had the pleasure of meeting Mr Wonyoung Kim, a PhD candidate from Harvard University. Like many candidates, Wonyoung is shopping his thesis for capital in hopes of starting a semiconductor IP company. Here is a brief summary of the technology, please provide appropriate feedback and let’s see if we can get him… Read More
Yalta in EDA: but Synopsys ultra dominant in Interface IP territory…
If Cadence is making money with large VIP port-folio, Synopsys has successfully deployed an acquisition strategy to build a large Design IP port-folio. Looking at these acquisitions will help understanding Synopsys positioning in the IP market. When they have started this acquisition campaign, back in 2002, their market share… Read More
Smartphones shipments, Sky is the limit…
…or a global recession, but that’s not the purpose of this blog. As everybody knows, Apple is designing and selling smartphones, only. Does it mean that only smartphones are generating profit in the mobile industry? As we have seen recently in Semiwiki, Apple makes 2/3 of profit of entire mobile industry.
Let’s have a look (below)… Read More
Apple Strength Will Compel ARM to Trim its Sails
ARM’s move into the broad Tablet and PC space is based on lining up as many partners as possible to attack Intel from multiple angles. It’s a strategy not so different from what Intel employed in the early PC days. However, the strategy is unraveling as Apple and Samsung have reached market share domination without ARM’s merchant… Read More
Has IP moved to Subsystem? Will IP-SoC 2011 bring answers?
I have shared with you the most interesting I have heard during IP-SoC 2010, in two blogs, Part I was about IP market forecast(apparently my optimistic view was quite different from the rather pessimistic vision shared by SC analysts) and Part II, named “System Level Mantra”, was strongly influenced by Cadence clever presentation,… Read More
Chip War without Soldiers