The Economist has a big article (may need a subscription, can’t tell because I have one, it’s in the print edition too) about ARM versus Intel. It is an interesting read since I think it misses so much of what really drives semiconductor. It tells the story about Intel trying to get into mobile (because it’s main… Read More
Semiconductor Intellectual Property
Altera’s New Dual ARM® Cortex™-A9 SoC Arria® and Cyclone® V FPGA Families
Altera recently introduced versions of their new Arria® and Cyclone® V FPGA families that incorporates a dual ARM®Cortex™-A9 MPCore hard core. These parts are particularly interesting to NARD as it’s consistent with the NARD concept of offering platforms unified by a common ARM® host core and a variety of controller/coprocessor… Read More
Will Rising Smartphone Tide Lift Semiconductor Boats in 2012?
Memo to Self: When all else fails, return to the Smartphone Market!
The announcement by Intel earlier this week that they would come up short this quarter is a reminder that it is not growth, but very high growth that covers a Multitude of Economic Sins (many which are unforeseen). The semiconductor industry has had to endure three… Read More
IP-SoC 2011 Trip Report: IP again, new ASSP model, security, cache coherence and more
For the 20[SUP]th[/SUP] anniversary of IP-SoC, we had about ten presentations, most being really interesting; the conference has provided globally a very good level of information, speakers coming from various places like China, Belarus, The University of Aizu (Japan), University of Sao Paulo (Brazil), Silesian and Warsaw… Read More
Intel Proves Last Year’s Conventional Wisdom Wrong
Back in the 1990’s, Richard Branson, the legendary Entrepreneur and investor was asked how to become a millionaire, and he allegedly responded, “There’s really nothing to it. Start as a billionaire and then buy an airline.” I think the same principle can be applied to a large part of the Semiconductor… Read More
Microsoft’s New Tablet Strategy: Here, There and Everywhere
As mentioned in a previous post, Microsoft has started to come clean on its software strategy as it relates to Windows 8 for PCs and Tablets. The strategy has been changing quite rapidly since their first admission in September. Essentially the Windows 8 O/S will be forked based on whether the mobile device is operating on an x86 or… Read More
100 USB 3.0 IP Design-In…Is PLDA rocketing SuperSpeed USB technology?
Did we (the analyst) completely underestimate SuperSpeed USB take-off, or is the company tweaking the meaning of “USB 3.0 IP Design-In”? This PRfrom PLDA could be understood as a claiming from the IP vendor that they have achieved the 100[SUP]th[/SUP] design win for their USB 3.0 IP… Let’s try to understand how PLDA can make more… Read More
How to use NoC to avoid routing congestion
Network-on-Chip (NoC) is an emerging paradigm for communications within large VLSI systems implemented on a single silicon chip. Sgroi et al. call “the layered-stack approach to the design of the on-chip intercore communications the Network-on-Chip (NOC) methodology.” In a NoC system, modules such as processor… Read More
Media Tablet & Smartphones to generate $6 Billion market in… power management IC segment by 2012, says IPnest
With worldwide annual media tablet shipments forecast changing –growing- almost every quarter, the latest from ABI research calling for shipment to approach 100 million units in 2012 and passing 150 million in 2014, with the same kind of forecast for smartphone passing 400 million units this year (438 million) and approaching… Read More
Synopsys Awarded TSMC’s Interface IP Partner of the Year
Is it surprising to see that Synopsys has been selected Interface IP partner of the year by TSMC? Not really, as the company is the clear leader on this IP market segment (which includes USB, PCI Express, SATA, DDRn, HDMI, MIPI and others protocols like Ethernet, DisplayPort, Hyper Transport, Infiniband, Serial RapidIO…). But,… Read More
5 Expectations for the Memory Markets in 2025