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Semiconductor Intellectual Property
A client turned me on to a great new book, “The Age of the Platform” by Phil Simon. It’s about how Amazon, Apple, Facebook, and Google have radically transformed the landscape. For me, it’s not just social networking – it’s social computing, changing how things are designed.
I’m borrowing this right from Phil’s… Read More
Even if ExpertIO acquisition by Synopsys, coming after nSys acquisition a couple of months ago, will not have a major impact on Synopsys’ balance sheet, it will again change the Verification IP market landscape. The acquisition of Inventure, a subsidiary of Zuken, will have a major impact on the Interface IP market, even if it’s… Read More
I have bloggedbefore Christmas about the Arteris-Sonics war, initiated by Sonics, claiming that Arteris NoC IP product was infringing Sonics patent. We had shown in this post that the architecture of Sonics interconnects IP product was not only older but also different from Arteris’ NoC architecture: the products launched … Read More
Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More
If you are not familiar with SuperSpeed USB standard (USB 3.0), you may understand this press release from Rahman Ismail, chief technology officer of the USB Implementers Forum, as simply claiming that USB 3.0 will be used in smartphone & media tablet this year… but, if you are familiar with the new standard, you are just confused!… Read More
The need for Network-on-Chip (NoC) has appeared at the time where chip makers realized that they could really integrate a complete system on a single die to build a System-on-Chip (SoC). I was in charge of the development of a large IC, integrating different type of functions (Analog and Digital) to support advanced TV application.… Read More
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More
Just because it seems that the likes given to: Interface Protocols, USB3, HDMI, MIPI… the winner and losers in 2011 were numerous, I decided to count it.
Twenty-four likes received, in 11 Linkedin groups (see below), that’s good! Very goos! Thanks to all of you… And most probably thanks to IPNESTfor the quality of the… Read More
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More
I have shared with you last year some strategic information released by Cadence in April about their IP strategy, more specifically about the launch of the DDR4 Controller IP. And try to understand Cadence strategy about Interface IP in general (USB, PCIe, SATA, DDRn, HDMI, MIPI…) and how Cadence is positioned in respect with their… Read More
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The Invisible Bottleneck Is Costing You Time You Can’t Get Back