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Last month I attended the 2018 U.S. Executive Forum where Wally Rhines was one of the keynotes. I was also lucky enough to have lunch with Wally afterwards and talk about his presentation in more detail and he sent me his slides which are attached to the end of this blog.
The nice thing about Wally’s presentations is that they are not … Read More
Production of electronic equipment is healthy based on July and August data. China, the largest electronics producer, showed three-month-average change versus a year ago (3/12) of 13.8% in August. Growth for China has been in the 12% to 15% range since January 2017, picking up from the 8% to 11% range in 2016. South Korea’s electronics… Read More
The TSMC OIP event is next week and again it is packed with a wide range of technical presentations from TSMC, top semiconductor, EDA, and IP companies, plus long time TSMC partner and ASIC provider Open-Silicon, a SiFive Company. You can see the full agenda HERE.
AI is revolutionizing and transforming virtually every industry… Read More
The amount of negative news and information about the semiconductor industry seems to be increasing at a faster rate. Micron put up a better quarter than expected but more importantly guided less than expected. We are surprised that the street is surprised as the decline in memory pricing is well known and Micron has been clear about… Read More
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
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