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There were two keynotes at DAC this morning. I think the official designation of the first one was a “visionary talk” and the main difference was that it was only 15 minutes long. Vivek Singh, an Intel fellow, talked about Moore’s Law at 50: No End in Sight.
He started with a graph showing transistor speed versus… Read More
If you really want to know why I write about TSMC it is all about ego, my massive ego, absolutely. Blogs about TSMC and the foundries have always driven the most traffic and they most likely always will. Semiconductor IP is second, Semiconductor Design is third, and I don’t think that is going to change anytime soon:
SemiWiki BI: Daniel… Read More
The internet of things (IoT) or internet of everything is a term that is into the red zone on the hype-meter. But it does genuinely have something of substance behind the hype. The thing that is a little deceptive is that the IoT term makes it sound like it is a market, but in fact it is several different markets: medical, automotive, … Read More
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
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
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
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
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
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
Building flash memory for automotive is not straightforward. Just look at the specs you have to meet for grade 1 qualification:
GlobalFoundries have been working with Silicon Storage Technology (which is a wholly-owned… Read More
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