2016 will be a banner year for the System on Chip (SoC) industry. For the first time we will have leading edge SoCs (Apple, Qualcomm, Samsung) on the same manufacturing process enabling a true Apples to Apples comparison. Unfortunately, how we got there is being misrepresented by the media and analysts but that is Situation Normal… Read More
Make American Semiconductor Great Again!
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
Is 7nm Coming to the TSMC OIP Ecosystem Forum?
This is the 5[SUP]th[/SUP] TSMC Open Innovation Platform Ecosystem Forum and it is not to be missed. Please note that the location has moved from the San Jose Convention Center to the Santa Clara Convention Center which is literally right across the street from the new Levi’s Stadium. If you haven’t been to the new stadium you really… Read More
How to prevent execution surprises for Cortex-M7 MCU?
ARM Cortex-A series processor core (A57, A53) are well known in the high performance market segments, like Application Processor for smartphone, Set-Top-Box or networking. If you look at the electronic market you realize that multiple applications are cost sensitive and doesn’t need such high performance processor core. … Read More
China (and Cupertino) Are Killing Korea in Mobile
Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More
Semiconductor Mergers – Innovation or Consolidation?
About 3 years ago, I had written an article about consolidation in the semiconductor landscape where I had articulated 4 main reasons of consolidation – Macroeconomics, Business Leadership, Technology Leadership, and IP leadership. Back then, based on the state of affairs in the semiconductor industry, I had also mentioned… Read More
UTBB SOI can scale down to 5nm says Skotnicki…
…and FinFET down to 3nm. This assertion is the result of extensive research work made by Thomas Skotnicki, ST Fellow and Technical VP, Disruptive Technologies, leading to numerous publications, like in 1988 in IEEE EDL or in 2008 in IEEE TED paper. I say extensive, I should also say long, very long, as it took almost 30 years for the… Read More
Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?
Are Semi Equipment Stocks & Industry Rolling Over?
Is there any Upside in the second half of 2015?
Waiting for next years iPhone 7 refresh?
Does Windows 10 even matter?
“Sell in May and Go Away”
An old investor’s adage that has proven correct this year. The Semiconductor Equipment stocks seemed to have had… Read More
A Candid Conversation with the GlobalFoundries CEO!
I did not know Dr. Sanjay Jha prior to this meeting but I certainly knew of him from his time at Qualcomm. It seemed a bit odd for me to fly to Dresden to meet a man that is based here in Silicon Valley but that made the meeting all that more interesting. Especially after finding out the German Chancellor Angela Merkel would also be visiting… Read More
FD-SOI: a Gentle Introduction
Over the last couple of weeks, FD-SOI has been in the news with GlobalFoundries announcement of a 22nm FD-SOI process that will run in the Dresden Fab. Also, earlier in the week I talked to Thomas Skotnicki about the saga (and it is a saga) of how FD-SOI got from his PhD thesis to volume manufacturing and global deployment. But there … Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot