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ARM and the Law of Accelerating Returns!

ARM and the Law of Accelerating Returns!
by Daniel Nenni on 07-30-2015 at 4:00 pm

ARM is one of the companies I have had professional experience with during my storied semiconductor career so I know some of their history first hand. I worked for a physical IP company that was purchased by ARM and at Virage Logic we competed against ARM head-to-head. ARM is also featured in our book “Fabless: The Transformation … Read More


A Key Aspect Missing for IoT to become NBT

A Key Aspect Missing for IoT to become NBT
by Pawan Fangaria on 07-30-2015 at 12:00 pm

The IoT (Internet of Things) is not one product, technology, segment, or market. It’s a combination of many things, many markets, and many technologies. However, it’s one thing that needs to connect everything together; edge device to gateway to cloud. That brings the complexity, how’s that possible amid large heaps of heterogeneous… Read More


Boost the Market for Interposer and 3D ICs with Assembly Design Kits

Boost the Market for Interposer and 3D ICs with Assembly Design Kits
by Beth Martin on 07-29-2015 at 6:00 pm

The traditional system-on-chip (SoC) design process has fully qualified verification methods embodied in the form of process design kits (PDKs). Why is it that chip design companies and assembly houses have no IC/package co-design sign-off verification process?

Package die are often produced using multiple processes and… Read More


Cadence 2015 Q2 Results

Cadence 2015 Q2 Results
by Paul McLellan on 07-29-2015 at 6:00 pm

Let’s start by getting the financial stuff out of the way. Revenue was $416 million; non-GAAP operating margin was 28%; non-GAAP EPS was $0.27; and operating cash flow was $122 million (up at lot, it was just $47M in Q1 and $69M in Q2 of 2014).

The thing that the financial types are most interested in are the changes to Cadence’s… Read More


The Evolution of Smart Glass Design

The Evolution of Smart Glass Design
by Majeed Ahmad on 07-29-2015 at 12:00 pm

The wearer says, “O.K., Glass” and glass leaps into action, performing most of the smartphone functions like check e-mails, take photos and videos, provide turn-by-turn navigation, and make and receive phone calls. Welcome to Smartphone 2.0.

Technology pundits called Google Glass the best thing that happened… Read More


The Antiportfolio

The Antiportfolio
by Paul McLellan on 07-29-2015 at 7:00 am

Last week Charlie Cheng of Kilopass wrote about venture capital for semiconductor. This reminded me of something amusing that I came across years ago.

See also VC For Semiconductor: Dead or Alive?

All VCs have a portfolio page and often a second exit page. The first shows the companies in which they currently hold investments and… Read More


UTBB SOI can scale down to 5nm says Skotnicki…

UTBB SOI can scale down to 5nm says Skotnicki…
by Eric Esteve on 07-29-2015 at 12:00 am

…and FinFET down to 3nm. This assertion is the result of extensive research work made by Thomas Skotnicki, ST Fellow and Technical VP, Disruptive Technologies, leading to numerous publications, like in 1988 in IEEE EDL or in 2008 in IEEE TED paper. I say extensive, I should also say long, very long, as it took almost 30 years for the… Read More


Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?

Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?
by Robert Maire on 07-28-2015 at 4:00 pm

Are Semi Equipment Stocks & Industry Rolling Over?
Is there any Upside in the second half of 2015?
Waiting for next years iPhone 7 refresh?
Does Windows 10 even matter?

“Sell in May and Go Away”

An old investor’s adage that has proven correct this year. The Semiconductor Equipment stocks seemed to have had
Read More


Build Low Power IoT Design with Foundation IP at 40nm

Build Low Power IoT Design with Foundation IP at 40nm
by Pawan Fangaria on 07-28-2015 at 12:00 pm

In a power hungry world of semiconductor devices, multiple ways are being devised to budget power from system to transistor level. The success of IoT (Internet of Things) Edge devices specifically depend on lowest power, lowest area, optimal performance, and lowest cost. These devices need to be highly energy efficient for sustained… Read More


Ultra-low Power IP for Wearables

Ultra-low Power IP for Wearables
by Paul McLellan on 07-28-2015 at 7:00 am

Wearables and the Internet of Things (IoT) in general are all about low power. Everyone must have read (or even experienced) the phenomenon of putting something like a Fitbit on and then after a short period leaving it in a drawer or putting it to recharge and forgetting about it for weeks. The longer devices can last the more likely… Read More