In the first part of this article I wrote about four types of costs which must be considered when an IP goes through design differentiation, customization, characterization, and selection and evaluation for acquisition. In this part of the article, I will discuss about the other five types of costs which must be considered to enhance… Read More
Semiconductor Inventories Under Control
The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were slow to adjust… Read More
Nine Cost Considerations to Keep IP Relevant
It’s about 15 years the concept of IP development and its usage took place. In the recent past the semiconductor industry witnessed start of a large number of IP companies across the globe. However, according to Gary Smith’s presentation before the start of 52[SUP]nd[/SUP] DAC, IP business is expected to remain stagnant for next… Read More
SEMI SMC: Atoms Still Don’t Scale
Last Tuesday was the SEMI’s annual Strategic Materials Conference (SMC). The opening keynotes were given by Gary Patton, the CTO of GlobalFoundries, and Mark Thirsk, Managing Partner of Linx Consulting. This year it was held in the Computer History Museum (which always makes the commute interesting since you have to fight… Read More
The Future of Moore’s Law
I’ve lived in Silicon Valley then moved north to the Silicon Forest (aka Portland, Oregon) in 1995, and thankfully we have a lot of high-tech companies here like: Intel, Lam Research (Novellus), Lattice Semi, Qorvo, Synopsys, Mentor, Cadence, Northwest Logic, etc. There’s a global industry organization called… Read More
eSilicon Truly Puts the ‘e’ in Silicon
eSilicon have a new website. Companies update their websites regularly, so why is this news? Well, eSilicon increasingly does their business on the web. They are not like Facebook, say, where their business is entirely web-based, there is a physical business behind them. So they are more like Lyft for chips. Obviously Lyft requires… Read More
China: drag on global semiconductor market?
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More
Strategic Materials
Here on SemiWiki we spend a certain amount of time discussing semiconductor equipment, especially the big sea-change items like EUV and 450mm, where everyone wants to know when (and if) they will happen. But there is another aspect to next generation processes other than equipment and that is materials. When the received wisdom… Read More
Just One Month to SEMICON Taiwan
SEMICON Taiwan is the first week of September in the Taipei Nangang Exhibition Center. To be precise it is September 2nd to 4th. Last year there over 26,000 people attended. This year it is the 20th anniversary show. SEMICON Taiwan attracts the world’s leading technology companies who design, develop, manufacture, and supply … Read More
Good Morning Vietnam
This morning I went to a presentation in Palo Alto about outsourcing in Vietnam. You have probably heard that Vietnam is the new China for manufacturing, as wages have increased in the Shenzhen area then companies like Foxconn have opened plants in Vietnam. But this meeting was mostly about services, software and design. In this… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet