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A robust, proven library of IP is a critical enabler for the entire semiconductor ecosystem. Without it, ASIC design is pretty much impossible, given time-to-market pressures. Said another way, designing IP for your next chip simply doesn’t fit the schedule – most teams have barely enough time to integrate and validate pre-existing… Read More
Last week saw a unique confluence of events that continue the negative news flow in semicap following the story about GloFo. At a financial conference, Micron’s CFO said NAND prices were declining, this was on top of an analyst note in the morning about the same issue. Even though this should be no surprise as memory has had … Read More
Before we jump into the specifics, let us understand what’s driving custom solutions in the high performance computing and networking space. It’s the growing demand for core capacity and greater performance, which is due to the increase in the level of parallelism and multitasking required to handle the enormous amount of data… Read More
Despite the strong consolidation in the semiconductor industry, the Design IP market is going well, very well with YoY growth of 12%+ in 2017, according with the “Design IP Report” from IPnest. If we look at the Interface IP category (20% growth in 2017) and analyze the IP revenues by protocols, we can see that USB IP is amazingly healthy,… Read More
The cell-based ASIC business that we know today was born in the early 1980s and was pioneered by companies like LSI Logic and VLSI Technology. Some of this history is covered in Chapter 2 of our book, “Fabless: The Transformation of the Semiconductor Industry”. The ASIC business truly changed the world. Prior to this revolution,… Read More
Applied reported a more or less in line quarter, slightly beating weaker expectations. As we had projected, the October quarter is expected to have revenues down 10% which is at the low end of our expected 10-15% drop in business. Applied services helped partially make up for some of the equipment sales weakness. Revenue came in … Read More
Applied Materials (AMAT) is batting clean up in a quarter that has not been pretty. Lately semi stocks seem to have been hit by not only stock specific issues but continued and increasing memory concerns coupled with more macro issues. On top of all this, China trade issues which have in the meantime taken a back burner to other issues… Read More
The Linley Group is an industry-leading source for independent technology analysis of semiconductors for networking, communications, mobile, and data-center applications. Their Microprocessor Report is widely read as a source of un-biased, no-nonsense analysis of technologies and trends. So, when they dig into something… Read More
While I missed ANSYS (and indeed everyone else) at DAC this year, I was able to attend the ANSYS Innovation Conference last week at the Santa Clara Convention Center. My primary purpose for being there was to listen to a talk by eSilicon which I’ll get to shortly, but before that I sat through a very interesting presentation on the growing… Read More
At SEMICON West I attended the imec technology forum, multiple Tech Spot presentations and conducted a number of interviews relevant to advanced lithography and EUV. In this article I will summarize what I learned plus make some comments on the outlook for EUV.… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot