Semiconductors have played very important role in making internet successful and that has unleashed the potential of e-commerce. Today, we see names like Alibaba, whose primary focus is on commodity trade. I couldn’t imagine an e-commerce type of web portal for semiconductor services until I looked at the eSilicon website. … Read More
Altair SimLab: Tackling 3D IC Multiphysics Challenges for Scalable ECAD ModelingThe semiconductor industry is rapidly moving beyond traditional…Read More
AI Booming is Fueling Interface IP 23.5% YoY GrowthAI explosion is clearly driving semi-industry since 2020.…Read More
Samsung and Apple: What is Really Going On?
Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.
In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More
CEVA and LTE: Happy Together
Long Term Evolution (LTE)-based 4G technology is reshaping the wireless infrastructure landscape, and that brings a new set of opportunities for IP core licensor CEVA Inc. and its DSP offerings for multi-mode LTE base stations.
LTE devices—both handsets and radio base stations—are haunted by power constraints, mainly due … Read More
Intel to Launch 10nm Chips in Early 2017?
As I have mentioned before, Intel and the foundries approach process development from different starting points. Intel is committed to Moore’s law in reducing the transistor cost by increasing the process density in a near linear fashion. The foundries on the other hand work closely with partners and customers to determine the… Read More
STMicroelectronics and SoCs
What does system on chip (SoC) actually mean? How this tech moniker came into being? There is quite a bit of enigma about SoC in the technology press and what this term really stands for. Roger Shepherd, consultant at Parallel Computer Systems, shares on Quora his version of the SoC story. He says that he first heard about SoCs when … Read More
Apple’s Implications for Semiconductor
Apple’s iPhone 6 alone represents at least 50K wafer starts/month plus the iPad (A8X). What could the Iphone 6S/7 & A9 mean? What about the iWatch? Apple is the technology and volume driver of the semiconductor industry so lets take a look at the broader implications.
If we do the math the A8 is 89mm2 and 8.47 X 10.5mm. Using… Read More
NoC 102: Using SonicsGN to Address Low Power Requirements From IoT to Servers
At the end of last year, I moderated a Sonics webinar to introduce the concept of a network-on-chip or NoC. It was called NoC 101 and the replay is still available here.
Well it is a new year and time for chapter 2. I will be moderating a webinar next Wednesday February 4th at 10am pacific time. Once again the webinar itself will be delivered… Read More
Translating Intel
Some of Intel’s technology posts make some pretty specific statements and I have seen a number of posts where people seem to have misinterpreted what Intel was actually saying.
Multi Patterning
I have seen a lot of confusion on this one with some people saying Intel didn’t use multi patterning at 22nm and others saying Intel used … Read More
Qualcomm Earnings Call
Qualcomm had their earnings call today. There has been a lot of discussion about their business going forward and they lowered guidance. They didn’t say explicitly why but in the usual Kabuik theater of these things this is what they did say:While our outlook for the first half of the fiscal year is ahead of our prior expectations,… Read More
Tabula Closes its Doors
I heard a rumor at lunchtime that Tabula was closing its doors. A friend of mine talked to a couple of employees and it is true. They have to be given 2 months notice apparently so the doors don’t actually close until March 24th. I thought they had raised $150M but Wikipedia (not always reliable of course) says $215M. They were … Read More
TSMC N3 Process Technology Wiki