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Gaudi is not a "catholic church architect", even if he has built a cathedral in Barcelona. He was an influent designer of the 1900's, building houses you would dream to live, designing crazy parks your kids will love to play. If you have a chance to go to Barcelona, visit the "Sagrada Familia"...
From this article you mention: "going from one chiplet to another requires a bus, whereas that's not the case with Intel's tile design."...
it doesn't really help! How do you go from one chiplet to another, if not by using interconnect, parallel bus with clock forwarded or SerDes with embedded...
"All about the cloud..."
Yes, and if you remember this was one of the conclusions of the "Interface IP Survey & Forecast" 2020!
The cloud is the major reason for +18% YoY growth of Interface IP category...
... and also why in 2025 IPnest predict that Interface IP category will par with the CPU...
It may look like as advertising for you, but that"s sure is the article bring accurate information! I just read "It cost one billion dollars to tape out 7nm chip", and the information in this one is simply wrong and not accurate. It just like sensationalist newspaper to be compared with real...
Very good work, we need to know the semi industry ranking!
When I see the ranking by growth rate, the worst 4, #12 to #15 are all memory suppliers, I would expect to see also the semi industry ranking by products except memory. Just because the memory products have been closer to a stock...
In term of $revenues per technology TSMC has published thie pic showing that 7nm generates in Q3 2019 27%!!
To be compared with installed WW capacity of 5% on 7nm... TSMC is really at the leading edge!!
Very interesting market! CMOS Image Sensor (CIS) is growing continuously, and expected to grow again, thanks to the automotive segment. I was chairman of an invited paper session in 2018, and we had 3 excellent presentation (thanks to Jean-Luc Jaffard, Barmak Mansoorian and Korina Fotopoulou)...
At first, I was surprised to see GF sueing TSMC (developing more advanced technology). Then, I remind that GF includes the former IBM semiconductor. That I have learnt during my life as an engineer is that IBM has discovered, and patented, so many technologies...
I don't know if this makes sense...
" In 1999, the Leeds family sold CMP to United Business Media for $900 million "
Congrats to the Leeds, as already in 1999 it was possible to foresee the internet explosion! Congrats too to D&R, as the company has started before 1999 to run a paper-free, pure internet business!!
I fully agree that a drop in server unit shipments is counterintuitive.
The question is about the new comers (Amazon, Google, Microsoft and the like) who now design their data center (and servers) and use it. Are these being counted by IDC? If not, it could explain the drop in servers shipments...
Dan, you are right, the SemiWiki traffic is a good indication about where chip design is made, and this is better than just HQ!
But chip design doesn't mean chip sales (IDM or Fabless)...
India is a good example: #2 with 12%. But how much in term of chip sales?
Just FYI, ARM can stop to supply IP to Huawei officialy, the (dead) JV that ARM has created with a Chinese consortium before to exit (or been kicked off?) will do. ARM CPU IP are available to Chinese customers through this JV...
The IP market is a niche market, with revenue of about 1% of the overall semiconductor business, but it is highly strategic for the chip makers. IP helps the chip maker to drastically improve their TTM, when buying a commodity function they can concentrate on the part of the design which...
