The global semiconductor market posted strong 11.6% growth in 3[SUP]rd[/SUP] quarter 2016 from 2[SUP]nd[/SUP] quarter, according to WSTS. This strength is reflected in the 3[SUP]rd[/SUP] quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron… Read More
ARM and Open Silicon Join Forces to Fight the IoT Edge Wars!
I spent the last several days doing a deep dive into the world of IoT security and what I’ve learned has scared the pants off me. Various analysts predict that there will be over 30 billion connected IoT devices by the year 2020 growing from 9.9 million in 2013. A quick audit of my home identified over 40 connected devices including everything… Read More
Advanced Semiconductor Process Cost Trends
The cost trend for leading edge semiconductor technologies is a subject of some controversy in the industry. Cost is a complex issue with many interacting factors and much of the information out in the industry is in my opinion misleading or incorrect. In this article, I will discuss each of the factors as well as present a view of … Read More
CEO Interview: Jack Harding of eSilicon
I recently spoke with Jack Harding, CEO of eSilicon Corporation and Duy-Loan Le, one of eSilicon’s Board members about eSilicon’s progress in Vietnam, a large design location for the company. eSilicon also gives back in the region through its association with Sunflower Mission, a U.S. based non-profit organization that is committed… Read More
Webinar: ARM Security Solution for IoT
Yossi Weisblum will be presenting ARM’s IoT security solution during the Open Silicon webinar that I am moderating next week. Yossi manages product marketing for ARM’s CryptoCell subsystem. He has an extensive background in product marketing across several platforms, including connectivity, wireless, multimedia and mobile.… Read More
The post election Semicap bubble just burst in one day
Back to a more normal reality… Market gets”De-Fanged”… Where to from here? The “Icarus” Effect… Much of the market, and especially Tech & “FANG” (Facebook, Amazon, Netflix & Google) stocks gave back most all of their post election day gains in one session.… Read More
The efabless $15,000 Design Challenge!
efabless is one of the more interesting companies we have worked with over the last six years. Interesting because it is disruptive and because it is all about enabling design starts, the life blood of the semiconductor industry.… Read More
AMAT LRCX and EUV Economics
Lam & Applied talked about “sustainable” growth Both expect share gains & growth in a flattish market. We examine the “new, lower, cyclicality”. Although Applied and Lam are fierce competitors , coming at things from different directions, they sounded awfully similar last week.
… Read More
CEO Interview: Mike Wishart of efabless
This is the 12th in a series of interviews we will do with executives inside the fabless semiconductor ecosystem. Michael Wishart, efabless Chairman and CEO, retired from Goldman Sachs after thirty years covering the technology industry as an investment banker. Michael is currently on the board of Cypress Semiconductor and … Read More
LRCX AMAT KLAC Update
Applied & Lam will be talking over the next 2 days, investors should/will focus on future growth, AMAT after display uptick & LRCX post the KLAM fail.
It’s no secret that most of the upside surprise in Applied’s recent reports were due to unusually large display orders from an industry even more cyclical than… Read More
Facing the Quantum Nature of EUV Lithography