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Home Automation IoT Company Cuts ASIC Testing Costs

Home Automation IoT Company Cuts ASIC Testing Costs
by Daniel Nenni on 11-06-2018 at 11:00 am

Customer Case Study
digitalSTROM develops smart home automation solutions providing users with superior comfort and a whole new style of living. Based on proprietary ASIC and software, digitalSTROM’s solutions connect electrical household appliances through existing power lines and enable an intelligent home via light… Read More


Q4 Hiring remains strong Outlook for Q1 2019

Q4 Hiring remains strong Outlook for Q1 2019
by Mark Gilbert on 11-04-2018 at 6:00 am

Things are going quite well in the Valley, ESPECIALLY if traffic is any indication. I still remember the BUST with the empty office buildings and light traffic, back in the early 2000’s…while I wish for traffic like that always, I certainly prefer the busy times, guess you cannot have it all. The more traffic, the more jobs; they invariably… Read More


UMC the Next China Chip Embargo?

UMC the Next China Chip Embargo?
by Robert Maire on 11-03-2018 at 7:00 am

The DOJ last week released a previously sealed indictment against UMC, Jinhua and three individuals for stealing Micron trade secrets. The indictment is very damning of UMC with very specific semiconductor technology files that were stolen by UMC related people then passed on to Jinhua through its joint development with UMC.… Read More


Playing the Long Game with 56G SerDes

Playing the Long Game with 56G SerDes
by Daniel Nenni on 11-02-2018 at 12:00 pm

IP has always been a hot topic on SemiWiki with quite a bit of our readers doing the “make versus buy” analysis. SerDes is one of the more difficult “makes” so it is mostly a “buy” analysis made by networking class ASIC architects and a handful of other applications that demand high performance and throughput. Based on the recent traffic… Read More


Semiconductor stocks free fall as bad news gets worse

Semiconductor stocks free fall as bad news gets worse
by Robert Maire on 10-26-2018 at 12:00 pm

Semiconductor stocks have had another significant down leg as the bad news continues to pile on. Bad news in this case doesn’t come in threes , it comes in droves. TI is perhaps very scary news as it is a rather broad based supplier of semiconductors that has fared better than more pure play chip suppliers. TI gave weak guidance… Read More


ASML most immune to slow down due to lead times Not LRCX

ASML most immune to slow down due to lead times Not LRCX
by Robert Maire on 10-21-2018 at 7:00 am

ASML reported EUR2.78B in revenues with EUR2.08B in systems. 58% was for memory. EUV was EUR513M with 5 systems. Importantly orders were for EUR2.20B in systems at 64% memory and 5 EUV tools. This was likely better than expectations given the overall industry weakness. EPS of EUR1.60 was more or less in line with expectations. Guidance… Read More


Who is Responsible for SIP Revenue Decline in Q2 2018?

Who is Responsible for SIP Revenue Decline in Q2 2018?
by Eric Esteve on 10-16-2018 at 7:00 am

According with ESDA, EDA revenues have grown YoY by 16.2% in Q2 2018, and this is the good news for our industry. The bad news is the decline of SIP (Design IP) revenues, by (3.1%) at the same time. As far as I am concerned, this figure looks weird, so I will try to understand the reason why SIP category can go wrong in a healthy EDA market,… Read More


The Shape of Semiconductor Things to Come

The Shape of Semiconductor Things to Come
by Robert Maire on 10-15-2018 at 7:00 am

Given that the semiconductor industry is clearly in the midst of a down cycle (even though there are cycle deniers, also members of the flat earth society…), most investors and industry participants want to know the timing of the down cycle and the shape of the recovery as we want to know when its safe to buy the stocks again. … Read More


The real race for superiority is TSMC vs Intel

The real race for superiority is TSMC vs Intel
by Robert Maire on 10-07-2018 at 7:00 am

Recent talk of AMD vs Intel market share share is misguided, the real race for superiority is TSMC vs Intel underlying that, tech dominance between US & China.

There has been much discussion of late about market share between Intel and AMD and how much market share AMD will gain at Intel’s expense due to Intel’s very… Read More


Hiring has been strong this year so why is hiring so difficult?

Hiring has been strong this year so why is hiring so difficult?
by Mark Gilbert on 10-04-2018 at 12:00 pm

Let’s start with hiring through Q3 and what to expect for Q4…

Hiring for Q3 (and the year as a whole) has been strong and robust. The EDA/Semi hiring needs are indeed stronger this year than in a long time, yet more exacting than ever. We have had an exceptionally strong year even though it has been exponentially so much more difficult… Read More