Cloud Computing = Darknet! BEWARE!

Cloud Computing = Darknet! BEWARE!
by Daniel Nenni on 07-25-2010 at 5:47 pm

Cloud computing will be the tragic end to the digital world as we once knew it. As we become more and more dependent on mobile internet devices we become less and less independent in life itself. Consider how much of your critical personal and professional information (digital capital) is stored via the internet and none of it is safe.… Read More


Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)

Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)
by Daniel Nenni on 07-11-2010 at 10:09 pm


After working with TSMC the past 10+ years the single most compelling question I have is why the stock (NYSE: TSM) is not at record highs. TSMC invented and continues to dominate the foundry business which is clearly the future of modern semiconductor design and manufacture. So why is this not a $20+ stock?!?!?

TSMC reports 36%+ net… Read More


The New Semiconductor Economy

The New Semiconductor Economy
by Daniel Nenni on 07-04-2010 at 1:29 pm

Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

In the United States: unemployment claims are up, home sales are down without… Read More


Atrenta Semiconductor Design in 3D!

Atrenta Semiconductor Design in 3D!
by Daniel Nenni on 06-27-2010 at 7:04 pm

My vote for most compelling technology at #47DAC is 3D technology. No, I don’t mean Hollywood-style 3D, I’m talking about vertical stacked-die system on chip design. This design approach basically means putting different parts of the system on different silicon substrates, so you can use the right technology for each part, and… Read More


Open Standards: Apple is the Antichrist!

Open Standards: Apple is the Antichrist!
by Daniel Nenni on 06-22-2010 at 2:46 pm

Where would we be without open standards? Not a good question for Steve Jobs since Apple is the open standards antichrist and one of the most successful tech companies in the history of Silicon Valley. But one of the reasons why I, along with millions of other enlightened electronic gadget consumers, avoid Apple products with a passion… Read More


Personal Message to Carl Icahn RE: MENT

Personal Message to Carl Icahn RE: MENT
by Daniel Nenni on 06-16-2010 at 6:06 pm

According to an amended 13S filing, you now own 7.9% of Mentor Graphics, up from 6.86% disclosed on May 27th. Just what are you thinking!?!?!? Clearly you are a smart guy and you pretty much invented the game of corporate raidership, but EDA? Mentor Graphics? EDA does not need you, Mentor Graphics does not need you, I do not need you … Read More


Warning Signs for Semiconductors!

Warning Signs for Semiconductors!
by Daniel Nenni on 06-13-2010 at 9:39 pm

Federal Reserve Chairman Ben Bernanke recently testified before Congress that the U.S. economy is recovering, and he predicts the nation will not experience a double-dip recession, or as I predicted a big “V” then a small “v” in my blog: China Semiconductor Bubble.

Bill Jewel from Semiconductor Intelligence agrees with Bernanke:… Read More


Synopsys Acquires Virage Logic!

Synopsys Acquires Virage Logic!
by Daniel Nenni on 06-10-2010 at 6:16 pm

Overshadowing the acquisition of Denali by Cadence, Synopsys, the #2 semiconductor IP provider acquires Virage Logic, the #3 IP provider. Virage brings the #1 embedded SRAM, #1 BIST, #1 Logic Libraries, #1 DDR, #1 NVM, the ARC CPU cores and audio/video interface technology, and all the AMS IP from the NXP acquisition.

Under theRead More


TSMC Unveils First Ever AMS Reference Flow!

TSMC Unveils First Ever AMS Reference Flow!
by Daniel Nenni on 06-08-2010 at 9:17 pm

As a quick follow-up to my blog TSMC Extends Open Innovation Platform, TSMC today announced the Analog/Mixed Signal Reference Flow 1.0., another key collaborative component of TSMC’s Open Innovation Platform™.

The TSMC AMS Design Flow 1.0’s design package is integrated seamlessly on top of the 28nm interoperable process design… Read More