Ceva webinar AI Arch SEMI 800X100 250625
WP_Term Object
(
    [term_id] => 386
    [name] => Semiconductor Services
    [slug] => semiconductor-services
    [term_group] => 0
    [term_taxonomy_id] => 386
    [taxonomy] => category
    [description] => 
    [parent] => 0
    [count] => 1125
    [filter] => raw
    [cat_ID] => 386
    [category_count] => 1125
    [category_description] => 
    [cat_name] => Semiconductor Services
    [category_nicename] => semiconductor-services
    [category_parent] => 0
    [is_post] => 
)

ARM and Open Silicon Join Forces to Fight the IoT Edge Wars!

ARM and Open Silicon Join Forces to Fight the IoT Edge Wars!
by Mitch Heins on 12-19-2016 at 4:00 pm


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

Advanced Semiconductor Process Cost Trends
by Scotten Jones on 12-13-2016 at 4:00 pm

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

CEO Interview: Jack Harding of eSilicon
by Daniel Nenni on 12-12-2016 at 7:00 am

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

Webinar: ARM Security Solution for IoT
by Daniel Nenni on 12-08-2016 at 4:00 pm

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

The post election Semicap bubble just burst in one day
by Robert Maire on 12-04-2016 at 12:00 pm

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


AMAT LRCX and EUV Economics

AMAT LRCX and EUV Economics
by Robert Maire on 11-23-2016 at 7:00 am

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

CEO Interview: Mike Wishart of efabless
by Daniel Nenni on 11-21-2016 at 7:00 am

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

LRCX AMAT KLAC Update
by Robert Maire on 11-20-2016 at 12:00 pm

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


Webinar: Improve Security For IoT Edge Devices With Custom SoCs

Webinar: Improve Security For IoT Edge Devices With Custom SoCs
by Daniel Nenni on 11-19-2016 at 7:00 am

The only thing hotter than IoT on SemiWiki.com right now is IoT Security. In 2016 we saw a record amount of reported cyber security breaches with compelling consequences (US Presidential Election) and that trend will continue. The most recent DDoS (distributed denial of service) attacks using botnets on insecure IoT devices … Read More