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Dan Niles: Strong Developed Markets, Weak Emerging

Dan Niles: Strong Developed Markets, Weak Emerging
by Paul McLellan on 01-22-2014 at 2:15 pm

Yesterday was Dan Niles’s economic review that he presents quarterly for GSA. As always he starts from big macroeconomic picture and ends up looking at the implications for semiconductor end-markets and thus the implication for semiconductors in general and the fabless ecosystem in particular.

The big picture is that… Read More


Happy Birthday GSA

Happy Birthday GSA
by Paul McLellan on 01-21-2014 at 2:57 pm

This year marks the 20th anniversary of GSA and collaboration around the foundry and fabless ecosystem. Originally GSA was FSA, the fabless semiconductor association. There was a semiconductor associations 20 years ago, the SIA, but that was still the “real men have fabs” era and fabless semiconductor companies… Read More


Handel Jones Predicts Process Roadmap Slips

Handel Jones Predicts Process Roadmap Slips
by Paul McLellan on 01-15-2014 at 11:51 pm

At the SEMI ISS conference earlier this week, the last speaker in the technology challenges section was Handel Jones of IBS. I’ve known Handel since the mid-1980s when he came to VLSI Technology and told us we were losing money on 90% of the designs we were doing but our cost model was not good enough and so we didn’t even… Read More


International CES Wrapup

International CES Wrapup
by Bill Jewell on 01-15-2014 at 4:00 pm

Semiconductor Intelligence attended the International CES last week in Las Vegas, Nevada. A wide variety of consumer electronics devices were displayed at the conference. These ranged from:

· Fascinating – but is it practical? (personal robots, drones)
· Exciting – but when will it be cheap enough for the mass market? (UHD TV,
Read More


The State of 450mm Wafers. And Intel Gossip

The State of 450mm Wafers. And Intel Gossip
by Paul McLellan on 01-14-2014 at 11:55 pm

Paul Farrar, the General Manager of the Global 450mm Consortium (G450C) presented at the SEMI ISS conference today. What is G450C, it is a public-private consortium to develop a cost-effective 450mm wafer fabrication infrastructure, develop equipment prototypes and coordinate the industry move to 450mm. It is located in Albany… Read More


Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC

Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC
by Paul McLellan on 01-14-2014 at 7:00 pm

I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More


GSA Silicon Summit

GSA Silicon Summit
by Paul McLellan on 01-13-2014 at 2:50 pm

Every year the GSA holds the GSA Silicon Summit. This year it is on April 10th at the Computer History Museum. It runs from 9am until 2.15pm. This year the focus is mostly on technologies other than simply scaling semiconductor technology. The meeting is divided into 3 sessions, each of which starts with a presentation and then is … Read More


International CES: Day Three

International CES: Day Three
by Bill Jewell on 01-07-2014 at 10:45 pm

Samsung 105 inch curved UHDTV edited 1 300x171

Tuesday, January 7

Today was the official start of International CES. The crowds were huge – almost every area of the massive Las Vegas Convention Center was crowded.

Now that we have all spent lots of money replacing our old picture tube television sets with big flat panel HDTVs, manufacturers are pushing the next big thing: Ultra… Read More


International CES: Day Two

International CES: Day Two
by Bill Jewell on 01-06-2014 at 8:00 pm

race car 300x237

Monday, January 6, 2014.Press conference day at International CES, starting with LG at 8 am and finishing with Sony at 5 pm. Some of the most interesting presentations (I will not overuse the word “cool” today) were:

Izon, LLC introduced a glasses-free 3D TV. They demonstrated on a 24 inch screen playing the latest … Read More


International CES: Day One

International CES: Day One
by Bill Jewell on 01-05-2014 at 10:00 pm

Semiconductor Intelligence will be attending the International CES this week in Las Vegas, Nevada. The Consumer Electronics Association (CEA) puts on the show each year. The CEA insists the meeting be called “International CES” and states “CES” no longer stands for Consumer Electronics Show. The… Read More