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In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More
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IEDM is a premier semiconductor conference so it was certainly appropriate for Samsung to do the keynote since they are the largest and one of the most innovative semiconductor companies in the world, absolutely.
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At the recent trade talks in South America, the US and China both kicked the can down the road as neither one were obviously willing to do a deal nor had done any background work to get a deal done. Instead we have a bunch of empty promises and vague and conflicting descriptions of what was not really even agreed to.
Essentially worthless… Read More
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For SOC designers that are waiting for library models the saying “give me liberty or give me death” is especially apropos. Without libraries to support the timing flow, SOC design progress can grind to a halt. As is often the case, more than just a few PVT corners are needed. Years ago, corners were what the term sounded like – the 4 corners… Read More
It used to be that automotive theft and crime was perpetrated with a crowbar. Now with increased electronics content, car designer and owners need to worry about electronic threats. Anywhere there is a communication link or a processor, there are potential threats to the security of the car. The range of these threats covers everything… Read More
By 2020, the Internet of Things (IoT) is predicted to generate an additional $344B in revenues, as well as to drive $177B in cost reductions. IoT and smart devices are already increasing performance metrics of major US-based factories. They are in the hands of employees, covering routine management issues and boosting their productivity… Read More
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Musk’s new job as Samsung Fab Manager – Can he disrupt chip making? Intel outside