The Electronic System Design (ESD) Alliance (a SEMI Technology Community) recently released their regular report on EDA revenue for Q3, 2020 . While the report is a normal occurrence, the numbers in this particular report are anything but normal. I have been reviewing these reports for many years, and I honestly can’t remember… Read More
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Nvidia/ARM $40B. AMD/Xilinx $35B. Marvell/Inphi $10B. Despite the disruption of COVID, a wave of high value semiconductor acquisitions is sweeping the industry. Why? Did something happen that stimulated this consolidation? Until 2015, the industry was experiencing continuous “de-consolidation” that started in 1965. … Read More
Wally Rhines is President and CEO of Cornami, Inc., a company named for its “tsunami of cores”. The company has developed a “TruStream” programming environment that generates independent executable streams of data and control. They have also designed a chip that provides the computational fabric for multi-core execution of… Read More
I had the good fortune to catch a live webinar recently that was quite compelling – Conversation with Dr. Walden Rhines: Predicting Semiconductor Business Trends After Moore’s Law! Dr. Rhines, known to most as Wally, doesn’t need much of an introduction. Any semiconductor or EDA professional knows who he is and what he’s accomplished.… Read More
Wally Rhines is one of the most prolific speakers the semiconductor industry has ever experienced. Wally is also one of the most read bloggers on SemiWiki.com, sharing his life’s story which is captured in his first book: From Wild West to Modern Life the Semiconductor Evolution.
On April 2nd at 10am PDT we will host Wally on a live… Read More
Content of this book has focused upon predictability of trends in the semiconductor industry based upon past trends, experience and ratios. What about newly emerging applications of semiconductors? After all, the entire history of the semiconductor industry is driven by emergence of new applications.
Artificial Intelligence… Read More
Semiconductor industry evolution was largely a U.S. phenomenon. While there were important contributions made by persons all over the world, the basic technology grew from the invention of the transistor at Bell Labs which was licensed broadly in the U.S. That created a level playing field for all who wanted to become producers. … Read More
Electronic design automation has evolved to an extent that the complex chips with tens of billions of transistors frequently produce first pass functional prototypes from the manufacturer. What makes this so incredible is that such a small portion of the possible states of electronic operation are actually tested in the simulation… Read More
Solving critical customer problems sometimes isn’t enough. One of my most interesting experiences came during the development and rollout of a product that was designed to optimize integration of hardware and embedded software. In this case, the product performed exactly as planned but the plan ignored the organizational… Read More
Gross Profit Margin Percent Provides a Measure of Product Value
The difference between what customers will pay for a physical product and what it costs to make or acquire it is a good measure of differentiation. This difference divided by the revenue is the gross profit margin percent or GPM%. Once a product has an established market… Read More