Intel announced their results yesterday for last quarter (and the year). And they were good financially. As Brian Krzanich said:The fourth quarter marked a strong finish to a great year. We began 2014 expecting roughly flat year-over-year revenue and operating income. Instead the company’s full year revenue grew 6% touching… Read More
Google Glass is Dead, ARA Phone is Prototyped
These two products are linked because they have been invented by Google and both are disruptive technologies. Like was the Apple’s Newton tablet launched in CES Chicago in 1992 and finally stopped in 1998, due to the lack of success. To born again in 2010 as the well-known and best seller iPad in 2010, creating a new market segment … Read More
ASE and Brewer Science Win SEMI Award
Tuesday night was the SEMI awards banquet at ISS in Half Moon Bay. The SEMI Award was established in 1979 to recognize outstanding technical achievement and meritorious contribution in the areas of Semiconductor Materials, Wafer Fabrication, Assembly and Packaging, Process Control, Test and Inspection, Robotics and Automation,… Read More
TSMC Finishes 2014 with the Chairman on the Call!
I’m not a financial guy, as I have mentioned before, so let me just make some comments on the technology discussed on today’s conference call. Please note that the Chairman Dr. Morris Chang was on the call which is probably why the TSM stock went up more than 8% immediately after. Of course there was plenty of good news to go along with… Read More
Verification of Wireless RFIC Designs
Wireless technology is all around as I use cellular on an Android phone, WiFi to connect my MacBook Pro to the internet, Bluetooth for a headset, ANT+ for my cycling computer, and NFC to speed up electronic payments on the Android phone. Here’s a big picture look at some of the modern wireless standards available to choose from:… Read More
eSilicon Try IP Before You Buy
I’ve written before about eSilicon’s IP Marketplace. This is the latest in several steps to automate more and more of the interface between eSilicon and its customers: MPW quotes, production quotes, tracking orders through manufacturing, and now IP quotes. There is a phrase in software development called “eating… Read More
Customizable IP for HP and LP Audio Subsystems
Today, Smartphones and mobile devices have become center of innovation with multiple functions getting into them. Considering the audio or voice application, there can be multi-way conferencing, video chat, complete audio/video streaming, gaming, voice triggering and recognition,… you name an application, and it will … Read More
Which Foundry will be First to FinFET?
The final session of the SEMI Industry Strategy Symposium (The CxO Panel) was the most interesting for me because executives from three of the four most influential semiconductor companies were on the panel: Dr. Goeff Yeap of Qualcomm, Dr. Jack Sun from TSMC, and Mr. Mark Bohr of Intel. Who is fourth you ask? That would be Apple of … Read More
SEMI ISS: The Outlook
I spent Monday at the SEMI ISS meeting in Half Moon Bay. There is a lot of stuff to choose from, the entire day was interesting throughout. The day started with a keynote from Scott McGregor, the CEO of Broadcom. I’ll cover that in a separate posting.
Next up was Andrea Lati of VLSI Research on The Cycle: Is It Different This Time?… Read More
The Dynamics of the China Semiconductor Industry
Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More
5 Expectations for the Memory Markets in 2025