My favorite IoT device is a cycle-computer from CatEyeand it has GPS for tracking my bike routes, and an LCD display that shows me speed, cadence, heart rate and time. After each ride I connect my CatEye device to a USB connector, upload my data to Strava.com, and then see how I’m doing versus other cyclists and my own personal… Read More
Will the IC Market Growth Rate Stagnate in 2015?
In my last blog here, I talked about last 30+ years of semiconductor IC market. While we have seen this market growing at CAGR of ~9% over last 30+ years, the CAGR of current decade is expected to be at just ~4%. Although the base size of the overall semiconductor IC market is quite healthy, expected to be at ~$378B by 2019, we cannot hope… Read More
Semiconductor in China: Is 3rd Time a Charm?
China has recently announced extremely ambitious plans for becoming more self-sufficient in semiconductors. Today China is about 1/3 of the worldwide IC market but about 90% of that is imported. Think of something like the iPhone assembled in Shenzen with chips from TSMC, Samsung, Hynix, Toshiba/Sandisk , Micron and more (Taiwan,… Read More
Exensio: Big Data in the Fab
For 20 years PDF Solutions have been working with fabs on yield enhancement. Today, they announced their Exensio Platform for big data manufacturing environments. They haven’t really been keeping it a secret and have been talking about it at events since late last year, but it has basically been in stealth mode for the last… Read More
IP for IoT: Thanks for the Memory
The Internet of Things (IoT) is clearly the buzzword of the moment, and like many catchy phrases it also tends to mean what you want it to mean, rolling up some things that exist like the automotive market or industrial automation, along with markets for things like wearables and healthcare that are largely in the future. But however… Read More
EUV Makes Progress and Other Observations From SPIE
The SPIE Advanced Lithography Conference is the world’s premier conference for patterning techniques utilized to manufacture semiconductors. At any given time during the conference there are multiple parallel sessions so it is impossible to see all of the papers presented. Prior to the conference I reviewed and blogged on … Read More
eSilicon Just Taped-out a SonicsGN-based SoC. And It’s Not a Secret
I slipped into the shadows at the back of the bar in the Tenderloin. Mid-afternoon on a weekday, almost nobody in there.
“So you’re with the NSA?” I asked.
“I can’t confirm that,” the man said.
“The Network Stealing Agency.”
“That’s not what it stands for,” he said indignantly. “It’s the National Security Agency. We ensure…well, … Read More
SEMI ISS: Samsung, the Keynote That Wasn’t
At the SEMI International Strategy Symposium last month, one of the keynotes was by Jim Elliot, the CVP of Memory Marketing for Samsung. Unfortunately, due to some personal emergency, he wasn’t able to make it. But he did allow the slides of the presentation he would have given to be put up on the SEMI website. So here, for the… Read More
Open Forum for Semiconductor Professionals!
The semiconductor industry has never been more exciting than it is today, at least not in my 30 years of experience. Things are moving faster than ever before making collaboration at all levels a requirement. At SemiWiki we are afforded the privilege of passes to semiconductor conferences around the world. We also have access to… Read More
IP Market at Your Desk!
Semiconductors have played very important role in making internet successful and that has unleashed the potential of e-commerce. Today, we see names like Alibaba, whose primary focus is on commodity trade. I couldn’t imagine an e-commerce type of web portal for semiconductor services until I looked at the eSilicon website. … Read More
Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI