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One of the more interesting semiconductor success stories is Apple and how they transformed from a struggling computer company to a dominant chip maker. We covered this story in quite a bit of detail in our book “Mobile Unleashed” in Chapter 7 “From Cupertino” but the short answer to how they did it is: Outsourced Operations.
Apple’s… Read More
I remember the days of the IDM (integrated device manufacturer). For me, it was RCA, where I worked for 15 years as the company changed from RCA to GE and then ultimately to Harris Semiconductor. It’s a bit of a cliché, but life was simpler then, from a customer point of view at least. RCA did it all. We designed all the IP, did the physical… Read More
IPnest has released the 9[SUP]th[/SUP] version of the Interface IP Survey, ranking by protocol the IP vendors addressing the Interface segments: USB, PCI Express, (LP)DDRn, MIPI, Ethernet & SerDes, HDMI/DP and SATA. When the 1[SUP]st[/SUP] version has been issued in 2009, the IP segment was weighting $225 million and the… Read More
Production of electronic equipment is continuing healthy growth. China, the world’s largest producer of electronics, had a three-month-average increase of 14% in October 2017 versus a year ago. Year-to-date through October, China’s electronic production has gained 13.8% compared to 10.0% for the year 2016, putting China… Read More
One of the more exciting design start market segments that we track is Artificial Intelligence related ASICs. With NVIDIA making billions upon billions of dollars repurposing GPUs as AI engines in the cloud, the Application Specific Integrated Circuit business was sure to follow. Google now has its Tensor Processing Unit, Intel… Read More
We are fortunate to be living in one of the most amazing and exciting times in the history of our planet. The developments seen in my life time alone have been astounding and we are now on the cusp of yet another inflection point. The world wide web has morphed into the internet of things (IoT), some even call it the internet-of-everything… Read More
The Broadcom bid for Qualcomm is the biggest, boldest semiconductor deal to date. Just when we thought semi M&A was cooling off, this deal is a years worth of deals rolled into one. Not only does this deal upset the current balance between chip suppliers and customers, it would create a giant entity smack in the middle of IOT, AI,… Read More
The challenges of 7nm are well documented. Lithography artifacts create exploding design rule complexity, mask costs and cycle time. Noise and crosstalk get harder to deal with, as does timing closure. The types of applications that demand 7nm performance will often introduce HBM memory stacks and 2.5D packaging, and that creates… Read More
For Halloween this week we thought it would be appropriate to talk about things that strike fear into the hearts of semiconductor makers and process engineers toiling away in fabs. Do I want to do multi-patterning with the huge increase in complexity, number of steps, masks and tools or do I want to do EUV with unproven tools, unproven… Read More
Semiconductor capital expenditures (cap ex) in 2017 will increase significantly from 2016. In August, Gartner forecast 2017 cap ex growth of 10.2% and IC Insights projected 20.2% growth. SEMI expects spending on semiconductor fabrication equipment will increase 37%. Cap ex growth is primarily driven by increased capacity… Read More
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Musk’s Orbital Compute Vision: TERAFAB and the End of the Terrestrial Data Center