You should be happy to listen that Intel will buy Altera FPGA challenger, if you expect always more power to be consumed in datacenter! In 2013 the power consumption linked with the Servers and Storage IC activity, plus the electricity consumed in the systems cooling these high performance chips has reached 91 BILLION KWh (or the… Read More
Changing Trends at the Top of Semicon Space
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
Semiconductor Acquisitions will Fuel Innovation!
Has the semiconductor world gone acquisition crazy? It certainly seems that way with the more than $60B in M&A activity which may now include Altera. We are probably getting close to the 80/20 rule where 80% of the semiconductor revenue is being generated by 20% of the companies. Not far off from where we were at 25 years ago when… Read More
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Why does Apple do business with Samsung?
The Apple and Samsung relationship is an interesting one. On one hand they have co-developed some of the most innovative products on the market today (iPod, iPhone, iPad, iWatch) yet they are fierce competitors in the mobile market. Some call this type of business relationship “frenemies” others refer to the old Italian proverb… Read More
Samsung Foundry Debuts 10nm Wafer!
The Samsung Smart, Connected Lifestyle event was last night at the Bently Reserve in San Francisco. Getting into San Francisco was no picnic with all of the roadwork and new building construction. We even saw people drive up on the sidewalk to get around car clogs. It really was crazy but definitely worth it after seeing the first … Read More
Flash Automobiles
Building flash memory for automotive is not straightforward. Just look at the specs you have to meet for grade 1 qualification:
- 100,000 cycles of endurance (writing new values)
- 10 years data retention
- all at 125°C (also needs to work down to -40°C)
GlobalFoundries have been working with Silicon Storage Technology (which is a wholly-owned… Read More
FD-SOI the Synapse Way
Last week I talked to Marco Brambilla of Synapse Design. Synapse is a design services company headquartered in Silicon Valley. It was founded in 2003 by Satish Bagalkotkar and has been profitable since the beginning. Today it has over 700 people. In addition to the headquarters in Santa Clara, they have a software group in Colorado,… Read More
ASMC 2015: GlobalFoundries 22nm SOI plans and more!
The Advance Semiconductor Manufacturing Conference was held on May 3[SUP]rd[/SUP] through May 6[SUP]th[/SUP] in Saratoga Springs, New York. ASMC brings a unique operational perspective to technical conferences related to semiconductors. In this blog I wanted to discuss what I thought was the most interesting paper of the… Read More
Analog Market Leaders Eyeing on IoT Applications
When we talk about analog IC market, one can easily guess who the leader with lion’s share in the market is. There are also next level leaders with impressive growth rates in this market. The analog market as such is poised to grow with Internet of Things (IoT) because it supplies some of the key components such as data converters, op… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot