One of Intel’s most advanced fabrication sites is called Ronler Acres, located in Hillsboro, Oregon and I jumped at the opportunity to visit this site on April 26th when members from the SEMI Pacific Northwest Chapter are meeting to discuss a timely topic, “The Age of Automotive Electronics”. The previous … Read More
2015 semiconductor market flat, 2016 looking somewhat better
The 2015 semiconductor market finished with a 0.2% decline from 2014, according to World Semiconductor Trade Statistics (WSTS). Optimists will round this to flat with 2014. The flat 2015 follows healthy 9.9% growth in 2014. Going into 2015, forecasts were in the range of 3% to 11%. We at Semiconductor Intelligence were at the high… Read More
A Brief History of Open-Silicon
In 2003, when Open-Silicon was founded there was a growing need for flexible and innovative ways of getting chip designs manufactured. Semiconductor companies, given the alternatives of COT or traditional ASIC, often were looking for more flexibility without the huge investment and risk of going COT. Let’s look at how Open-Silicon… Read More
The Next Wave of Semiconductor Companies!
As we all know, venture capital has all but disappeared for semiconductor companies. Do semiconductor startups still exist and where do they come from? I ask these questions quite frequently but bloggable answers are hard to come by. When I asked Mike Gianfagna of eSilicon during ISSCC he reminded me of an old new source of emerging… Read More
The Best Analyst Presentation at SEMI ISS 2016!
The problem I have with semiconductor analysts and media today is that they rarely have depth in what they are talking about. Some because they have never actually worked in the industry and others because they have not worked in the industry since the 1970s. One famed analyst even repeated the mythical “Fabs cost $10B” generalization… Read More
The China Semiconductor Market Explained!
The overwhelming theme of the SEMI Industry Strategy Symposium in Half Moon Bay this week was China. On day number two Sunny Hui, SVP of SMIC, did one of the best overviews of the China market I have seen, absolutely. While I’m not allowed to post the presentation in its entirety I can post up to three slides (the prettiest ones) and summarize… Read More
China’s chip plans an economic attack on Taiwan?
An economic “bear hug” cold war invasion? If China can’t get Taiwan by politics or force maybe it can get them by a backdoor economic takeover starting at their most crucial spot – Chips. An ulterior motive for China’s semiconductor aspirations, the $100B silicon Trojan Horse?
Its quite clear … Read More
GSA Awards Dinner: Be Mindful!
The GSA Awards Dinner is the semiconductor version of the Oscars. Lights, cameras, and there is certainly plenty of action. This year there were close to 1,500 people to celebrate the semiconductor industry and all of our accomplishments so it is a networker’s paradise. Quite a few people mentioned purchasing our new book and photos… Read More
Coming to a Workstation Near You: Accellera’s Portable Stimulus Standard
Portable Stimulus has become such a popular standards topic of late that I thought it would be good to take a break this month from my low power series to bring you, my valued readers, more information about it from one of my colleagues, Dennis Brophy, who is working to help drive development of this standard within Accellera. I’ll … Read More
ON to acquire Fairchild: pioneers join together
Last week ON Semiconductor announced it had agreed to acquire Fairchild Semiconductor for $2.4 billion. The combined company will be a major player in power analog and power discretes. It also combines two companies with ties to the beginning of the semiconductor industry.
Fairchild Semiconductor was founded in 1957 when eight… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet