It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
How many 28nm FDSOI SoC Design Starts in 2015? In 2020?
I would like to further discuss this graphic (presented during IP-SoC 2014 by John Koeter, VP of Marketing IP and prototyping, Synopsys) and focus on Active Design and Tapeouts at 28nm. In fact the very first activity appeared in Q1 2007, but it was only during 2010 that 28nm become popular, after the first Tapeouts coming in Q1 and… Read More
Who is REALLY Using TSMC 16FF+?
As I wrote last week there is a whole list of companies on LinkedIn with people working on TSMC 16nm. Today TSMC released a list of customers that have risk production 16FF+ silicon. Most of us knew this already but now we can talk about it in more detail. This is a really big deal for the FinFET doubters out there. Just because Intel had… Read More
Money for data and your MEMS for free
An ongoing IoT debate centers on the notion that just because we can do something does not mean we should. From discussions at the recent MEMS Executive Congress, looking at what TSMC and some others see as the endgame for a trillion sensors signals possible trouble ahead.… Read More
Who is Using Samsung 14nm?
As I have mentioned before, there are very few secrets in Silicon Valley. Just last week I was minding my own business at a Starbucks when I overheard two engineers complaining about Samsung 14nm shuttles being delayed. They had badges on but I won’t out them because it could have easily been any of the fabless companies in Silicon … Read More
Look who is Leading the World Semiconductor Business
A couple of days ago I was reading a news article which said how long the world economy will be dependent on a single engine to drive it; obviously that single engine is USA. If we consider the overall economy, definitely USA is driving it, and semiconductor is a large part of it. The semiconductor is driving electronics and that is attracting… Read More
What does the Ford Mustang and Intel’s Gordon Moore Have in Common with Local Motors?
1964 Vision, Volume and Moore’s Law
The 1964 New York World’s Fair saw Lee Iacocca, then a young 40 year old General Manager, introduce a car that inspired “total performance” and was for a “young America out to have a good time.” This young America would become the baby boomer generation. The Mustang was revolutionary in its affordability,… Read More
MQTT not IoT “god protocol”, but getting closer
One protocol, and its descendants, drove the success of the World Wide Web. IP, or Internet Protocol, is the basis of every browser connection and the backbone of IT data centers. Some assumed that the Internet of Things would follow suit,… Read More
Samsung 14nm is the one delayed!
As you may have read, the CEO of Ultratech made some unfortunate statements on the recent quarterly conference call in regards to FinFET Yield. As a result there has been a lot of speculation about the who, what, and why. I blogged about it because it interested me personally plus I wanted to collect more data on the subject. Some of … Read More
FD-SOI, an Opportunity for China?
Last month in Shanghai was a meeting of the FD-SOI consortium. The focus of the meeting was largely on the suitability of using FD-SOI to serve the Chinese market. The fabs in China are not right on the bleeding edge and are very cost-sensitive so 28nm is probably as advanced as they will get for a long time if not indefinitely. China … Read More
Bluetooth 6.0 Channel Sounding is Here