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Over the course of the last fifty years there have been two significant books that have delivered emotional and operational clarity on the rise and fall of high tech companies and industries: The Innovator’s Dilemma and Only the Paranoid Survive. Amazingly, these two books were released within a year of each other (1996, 1997) … Read More
I love the slogan associated with FD-SOI: the technology is supposed to be Faster, Cooler, Simpler. Does this slogan reflect the reality? Let’s start with Simpler. We (the semiconductor industry) have the perception that Silicon On Insulator (SOI) technology is something complex and exotic. Why? Because SOI has been used to … Read More
Xilinx just announced the shipment of the first TSMC based 20 nm FPGAs, beating Altera to the punch yet again. Xilinx was also the first to ship TSMC 28nm FPGAs and will undoubtedly beat Altera to 14nm which could be the knockout punch we have all been waiting for. The Xilinx UltraScale is a new family of FPGAs that will use 20nm and 16nm… Read More
As a professional conference attendee I see a lot of keynotes, some good and some bad. I saw a great one from Kurt Shuler at the SEMICO IP Impact Conference last week. Why this conference was not standing room only I do not know. Kurt’s characterization of the semiconductor industry was well worth the price of admission. I didn’t actually… Read More
A couple of weeks ago, Xilinx and TSMC announced the production release of the Virtex-7 HT family, the industry’s first heterogeneous 3D ICs in production. With this milestone, all Xilinx 28nm 3D IC families are now in volume production. These 28nm devices were developed on TSMC’s Chip-on-Wafer-on-Substrate (CoWoS)… Read More
It is important to note that the System On Chip (SoC) revolution that is currently driving mobile electronics has one very important enabling technology and that is Semiconductor Intellectual Property. Where would we be without the commercial IP market segment? Computers and phones would still be on our desks for one thing, and… Read More
Kevin Ashton, a British technology pioneer, is credited for the term “The Internet of Things” to describe an ecosystem where the Internet is connected to the physical world via ubiquitous sensors. Simply stated: rather than humans creating content for the internet IoT devices create the content. To be clear, this… Read More
GlobalFoundries had several interesting things at the ARM TechCon last week. Firstly, GlobalFoundries won the best in show award in the chip design category recognizing the best-in-class technologies introduced since the last TechCon.
Earlier in the summer GlobalFoundries and ARM announced the ARM Cortex-A12 processor,… Read More
As I have mentioned before, Paul McLellan and I are writing a book on the history of the fabless semiconductor industry. There is a preview available HERE, it will initially be sold as an e-book on SemiWiki and put into print early next year. Working with Paul McLellan and Beth Martin on this was an amazing experience. The research,… Read More
If I had to sum up opening day at ARM TechCon 2013 in one word it would be “crowded”. More than twice as many people attended as last year with 6,500 preregistered. The opening keynote was “The New Style of IT” pimping the HP Moonshot systems, but it could have just as easily been called “Why Intel Stock is Dead Money”,… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot