Before we left for our 5 week trip to Europe I decided that I would need a real laptop computer on the road. I knew it would be a near necessity for booking hotels and making train reservations. Also, I would need to write emails and maybe even pay some online bills. I already have an iPad but really wanted to be able to run all my applications… Read More
Older Nodes Get New Life With Ultra Low Power Variants for IoT
Ever since I can remember, and I’ve been in EDA since the early 80’s, new process development has largely focused on the latest nodes. Trailing nodes were quickly put into support mode. New nodes benefited the most from static and dynamic voltage reduction efforts, as well as improvements in flows and performance. Only a small number… Read More
The Intel Apple Deal is a Nothingburger!
The latest Intel rumor that the pro Intel media are flogging is that Intel modems will be in some of the new iPhones. The deal is estimated at around $1B. An “estimated” value of a “rumor” deal is quite funny in itself but let’s take a deeper look at what we are gossiping about here.
Intel got into the 3G/LTE business after acquiring the… Read More
Intel: Their Week in the Spotlight
Next week is the Intel Developer Forum (IDF) here in San Francisco at the Moscone Center. I’ll be there at least some of the time. But it is also the time that people who haven’t a clue about semiconductors and the market that it serves get to lap up press releases and try and sound intelligent.
For example:
Intel is about… Read More
Why Qualcomm Lost Samsung and Will Get Them Back!
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
Quantum Computing Technologies and Challenges