Anybody who’s ever read the iconic MAD magazine would be familiar with the wordless Spy vs Spy cartoon. First published in January, 1961, it features two agents involved in stereotypical and comical espionage activities. One is dressed in white, and the other in black, but they are otherwise identical. A parody of the political… Read More





Intel Swaggers at CES
Intel started out as a DRAM company using planar NMOS technology, then later on added EPROM and Microprocessors to the product mix. Their CPU technology enabled the dynamic growth of the PC industry starting with the IBM PC back in 1981 and continuing all of the way to this day. They long ago dropped out of the DRAM marketplace and began… Read More
Contrarian Views on Quantum Computing
I’m not opposed to the exotic ideas which capture public attention from time to time, but I do enjoy puncturing a popular expectation demanding every novel technology be a revolutionary breakthrough. I’ve already made my small contribution to driving a stake through the heart of claims that quantum computing (QC) will replace… Read More
Design Integrity Investment Thesis Part 2
It is important when talking about a market to first establish the need and potential growth, then determine how the market is being served. This requires examining product features and services offered. … Read More
Accelerating 5G Design Innovation Through Simulation Workshop
DesignCon is coming up, kicking off the first of many industry conferences for the year. It’s at the Santa Clara Convention Center which is the best venue in Northern California. Not only is this a semiconductor crowd, it’s also a systems crowd covering chips, boards, and systems. More than 175 companies participate with an expected… Read More
TSMC and Semiconductors 2019 and Beyond
TSMC has always been my bellwether and for 2019 I think we need to pay careful attention. Bad economic news has been spreading inside the fabless semiconductor ecosystem (tool and IP budgets have been tightening) but I think it is a bit premature. Let’s take a look at the TSMC 2018 Q4 earnings call and talk more about it in the comments… Read More
DAC 2019 Will Be Even More IP Friendly!
DAC 2019 will take place in Las Vegas (June 2-6) this year before moving back to San Francisco in 2020 and for the next 5 years. Considering the various rumors about merging the conference, or even the end of DAC, this is a very good news! Not only for Design Automation, but, as we will see, for the IP industry.
In fact, if we look at the exhibitor… Read More
At Last, Package and Chip integration for RF Design
It seems that it has always been that there were packages and ICs, and in the design tool world “never the twain shall meet”. The tools for designing packages were completely separate from the tools used to design IC’s. This was so profoundly true that even after Cadence merged with Valid Logic back in the early 90’s, their Allegro … Read More
TSMC and Apple Aftermath
TSMC reported an in line quarter, as expected and also reported down Q1 guidance, also as expected. The only thing some investors may have been caught off guard about is the magnitude of the expected drop, 14%, from $9.4B to $7.35B. This is the largest quarter over quarter drop for TSMC in a very long time. Importantly for TSMC, 7NM … Read More
Remote Control: Crazy Likes Company
Three years ago Chris Valasek and Charlie Miller hacked an FCA Jeep to demonstrate the ability to remotely control a vehicle. The stunt was intended to make the point that the automotive industry had a problem with cybersecurity and the consequences of failing to deal with this vulnerability could be catastrophic.
As 2019 arrives,… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet