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Qualcomm is the largest fabless semiconductor company in the world. If you have a smarphone there is a good chance you have a Qualcomm chip in your pocket. It is headquartered in San Diego with offices pretty much everywhere.
Qualcomm’s roots are in Linkabit, which was founded by Irwin Jacobs and Andrew Viterbi. They, along with … Read More
The foundry landscape is changing again and it is definitely something that should be discussed. There are some people, mostly influenced by Intel, that feel the foundry business has hit the wall at 20nm which couldn’t be further from the truth. After spending 30 years working in Silicon Valley, I have experienced a lot of change… Read More
Are you a TSMC customer or partner? If so, you’ll want to take a look at these presentations from the 2013 TSMC Open Innovation Platform conference:
At TSMC’s latest earnings call held mid January 2014, an analyst asked TSMC for a revenue forecast for their emerging 2.5/3D product line. C.C. Wei, President and Co-CEO answered: “800 Million Dollars in 2016 ”. TSMC has demonstrated great vision many times before. For me, an enthusiastic supporter of this technology, this statement… Read More
By I-o-P, I mean Internet-of-People- I couldn’t think of anything better than this to describe a technology which becomes your custodian for everything you do; you may consider it as your good companion through life or an invariably controlling spy. This is obvious with the embedded sensor techno-products such as Kolibree, a … Read More
There is a rumor making the rounds that Altera will leave Intel and return to TSMC. Rumors are just rumors but this one certainly has legs and I will tell you why and what I would have done if I were Altera CEO John Daane. Altera is a great company, one that I have enjoyed working with over the years, but I really think they made a serious mistake… Read More
I met with Tom Quan of TSMC and Michael Beuler-Garcia of Mentor last week. Weirdly, Mentor’s newish buildings are the old Avant! buildings where I worked for a few weeks after selling Compass Design Automation to them. Odd sort of déja vu. Historically, TSMC has operated with EDA companies in a fairly structured way: TSMC … Read More
The book “Fabless: The Transformation of the Semiconductor Industry” is now available in the Kindle (mobi) and iBooks (ePub) formats. We are really looking forward to your feedback before we go to print in March. This was truly a Tom Sawyer experience for me. As the story goes Tom made whitewashing a fence seem like fun so his friends… Read More
TSMC responded to Intel’s 14nm density advantage claim in the most recent conference call. It is something I have been following closely and have written about extensively both publicly and privately. Please remember that the fabless semiconductor ecosystem is all about crowd sourcing and it is very hard to fool a crowd of semiconductor… Read More
Recent headlines suggest that Intel was not transparent about some of the products they showed at the CES keynote. Intel confirmed on Friday that they used ARM-based chips for some of the products but would not say which ones. When your company’s tag line is “Intel Inside” and you hold up a product during your keynote wouldn’t… Read More
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Intel to Compete with Broadcom and Marvell in the Lucrative ASIC Business