In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More
Could China Conflict Curtail Chip Comeback?
At the recent trade talks in South America, the US and China both kicked the can down the road as neither one were obviously willing to do a deal nor had done any background work to get a deal done. Instead we have a bunch of empty promises and vague and conflicting descriptions of what was not really even agreed to.
Essentially worthless… Read More
RISC-V End to End Solutions for HPC and Networking
Semiconductor IP is one of the more exciting and most viewed topics we cover on SemiWiki, it has been that way since we began in 2011 and that trend will continue indefinitely, my opinion.
Semiconductor IP: Total Blogs: 640: Total Views: 3253751: Average: 5084
Based on the design starts we track, Cloud Computing is a leading semiconductor… Read More
Is IP SoC 2018 Still Alive? Better than Ever!
The 21[SUP]st[/SUP] IP-SoC Days conference will be held in Grenoble, France, on December 5-6, 2018. IP-SoC is now the unique IP centric conference, with presentations reflecting the complete IP ecosystem: IP suppliers and foundries, external IP or internal reuse managers. Look at the program, you will see the hot topics covered… Read More
The Disconnect Between Semiconductor and Semiconductor Equipment Revenues
Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More
AMAT and the Jinhua Jinx!
Applied Materials reported a just “in line” quarter but guidance was well below street expectation. AMAT reported EPS of $0.97 and revenues of $4.01B versus street of $0.97 and $4B. Guidance missed the mark by a wide margin with revs of $3.56 to $3.86 and EPS of $0.75 to $0.83 versus already reduced street expectations… Read More
Open-Silicon Embraces the Latest ISO 9001 Specification with Certification by SGS
A quality standard that stays static and is not itself targeted for continuous improvement, is a standard that is breaking one of the first tenets of quality. This is why the ISO 9001 specification has been updated several times since its introduction in 1987. The first version was fairly modest. The most recent version was released… Read More
Home Automation IoT Company Cuts ASIC Testing Costs
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
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?
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


Intel, Musk, and the Tweet That Launched a 1000 Ships on a Becalmed Sea