Hype-cycles are well known phenomena to those who pay attention to high-tech markets. Since we are probably at a peak of the early IoT hype-cycle in 2016, it’s natural to expect this latest wave of technologies to evolve just like other tech categories have in the past, with the eventual market power and market value going to a few … Read More
Intel to Compete with Broadcom and Marvell in the Lucrative ASIC BusinessThe second chapter of our book “Fabless: The…Read More
Why IP Quality and Governance Are Essential in Modern Chip DesignBy Kamal Khan In today’s semiconductor industry, success…Read More
U.S. Electronics Production GrowingU.S. electronics production has been on an accelerating…Read More
Inference Acceleration from the Ground UpVSORA, a pioneering high-tech company, has engineered a…Read More
Democracy is a great thing, except in the workplace
“The Soviet Union I left behind was a dictatorship but the workplace was a democracy; America may be free but the workplace is a dictatorship” said Len Erlikh after I hired him at First Boston (now Credit Suisse First Boston) in 1986. Being of the Jewish faith, he had fled the U.S.S.R.’s religious persecution.
Erlikh’s words have … Read More
The iPhone 7 Intel Modem Controversy Explained!
The media is really having a field day on this one so I think it deserves further discussion. The rumor is that Intel has won the modem socket in the iPhone 7. The same rumor was circulating about Intel winning the modem socket for the iPhone 6 and the iPhone 5e so it really has reached urban legend status. The question I have is why does … Read More
AMD’s 7th Generation APU Brings Many Performance Tweaks And The Last Hurrah Before Zen
Advanced Micro Devices has already told us that 2016 was going to be the year of graphics, but the reality is that they also have a lot going on in their CPU and APU division as well. In fact, in addition to Advanced Micro Devices’s newly announced 7th Generation APUs in 2016, the company is also expected to launch their new Zen CPU cores… Read More
Custom IC Layout Design at #53DAC
Last week at the #53DAC conference there was a lot of excitement in the air about custom IC design, especially at the luncheon that I attended on Tuesday from Synopsys where they had customers like STMicroelectronics, GSI Technology, Samsung Foundry and the Synopsys IP group talk about their experiences using the new Custom Compiler… Read More
Design for the System Age
Of late, it has become painfully obvious that the value of electronics is in the system. And since systems demand continuing improvement, increasing performance and decreasing cost (once partially guaranteed by semiconductor process advances) is now sought through algorithm advances – witness the Google TPU and custom… Read More
IBM on the way back and still crazy about IOT
IBM Update: IOT Transformation on Track?
There have been some interesting developments for Big Blue in the IOT space recently. Last time we reported on them, we were monitoring analysts’ worries about the semiconductor business and other divestures late last year. This year, it seems clear IBM is poised to create even more profitable… Read More
The Business of the Semiconductor Business, Part One: What Happened?
This is the first of an occasional series of articles on the semiconductor industry. Many column inches have covered industry consolidation and in this first article, I aim to explain how the industry reached this point. Later articles will cover subjects including China, joint ventures, emerging players like Brazil and Vietnam,… Read More
The Young and the Restless, PDA vs EDA, Photonic Soaps continued…
If you’ve followed my last article, The Guiding Light and Other Photonic Soaps, you read my comments about the use of waveguides to “guide the light” in photonic integrated circuits (PICs). This article continues the soap opera theme, this time with the Young and the Restless. My point here is that I am continually struck by the dichotomies… Read More
Because that is where the SoC power is
Still thinking of Sonics as just a network-on-chip company? They are pivoting to become an SoC realization company, and in their seminar at #53DAC in Austin we saw an entirely new plan focused on heisting an extremely valuable commodity everyone else is missing.… Read More
PDF Solutions Charts a Course for the Future at Its User Conference and Analyst Day