In the 30+ years that I have worked in Silicon Valley I have seen many great products fail and even more mediocre products succeed, the difference being how the companies communicate to the outside world. In the semiconductor industry, presenting the value proposition of your company or product is under even more scrutiny now that… Read More
10nm, the View from IBM
On the Cadence booth at DAC, Lars Liebmann of IBM presented on the challenges of 10nm. As he put it, how the lithography folks are keeping things very interesting for the EDA tool development engineers. Although 14nm/16nm hasn’t yet ramped into HVM, the advanced work for tools and IP has all moved to 10nm. Although Lars gave… Read More
The Apple Samsung TSMC Intel 14nm Mashup!
One of the strengths of the fabless semiconductor ecosystem is competition since it keeps innovation high and prices low. One of the challenges of fostering competition is that you have to make good on a threat of using a competing product during a pricing negotiation. Well, in my opinion, for the next version of the iPhone, Apple… Read More
Key Collaboration to Enable Designs at Advanced Nodes
In the semiconductor ecosystem, several partners (or better to say stakeholders) join together in the overall value chain to finally output the most coveted chip, err I should say SoC these days. It becomes really interesting when we start analyzing the real value added by each of them, none appears to be less. Well, then to whom … Read More
GlobalFoundries and Samsung at ARM
It was back in April that GlobalFoundries and Samsung announced that GF would license Samsung’s 14nm process to run in their Fab8 in upstate New York. Since then there has not really been any news and of course those of us that follow the foundry industry wondered to what extent there was real substance to the agreement or if … Read More
A de-parallel universe for Windows 10
It was CES 2011 when Steve Ballmer sweatered up and pitched the coming universe according to Microsoft, where the same Windows base would run on everything – PC, phone, tablet, and game console. Getting from that visionary statement to Windows 10 hasn’t been a smooth ride.… Read More
ARM ♥ TSMC!
This week is the 10[SUP]th[/SUP] annual ARM Technical Conference in Silicon Valley. In regards to size, content, and relevance, I believe ARM TechCon is the #1 event for the fabless semiconductor ecosystem for sure. I attended keynotes, sessions, and walked the hallways on Wednesday and Thursday. I wish I could write about everything… Read More
What’s Behind Carbon System Exchange – How Will it Scale?
Earlier this year, when I was looking at Carbon’spast year performance which provided record breaking revenue with whopping jump in bookings, one thing was certain that Carbon Performance Analysis Kits (CPAKs) would drive major growth in future, not only for Carbon, but also for the semiconductor industry. It will initiate … Read More
Agile IC Development
If you have been involved in software development you have probably heard of the “waterfall” development methodology. This is the approach whereby a complete specification of the software is developed before a single line of code is written. Nowadays, few people develop software that way since it is too slow. And… Read More
Semiconductor double digit growth in 2014 & 2015
The global semiconductor market was US$82.2 billion in the second quarter of 2014 according to World Semiconductor Trade Statistics (WSTS). 2Q 2014 was up 4.8% from 1Q 2014 up 10.1% from 2Q 2013. Healthy growth should continue into 3Q 2014. The table below shows initial revenue growth guidance for 2Q 2014, final reported revenue… Read More
Real men have fabs!