Atmel (and ARM) announced yesterday that Atmel has licensed a portfolio of ARM IP for devices that require video, image and display capabilities. This portfolio includes Cortex-A7 (a 32-bit core), Mali-V500 (a video accelerator), Mali-DP500 (a display processor) and TrustZone technology (security technology). These can… Read More
CEO Interview with Dr. Maksym Plakhotnyuk of ATLANT 3DDr. Maksym Plakhotnyuk, is the CEO and Founder…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
Google Glass Fail!
Not a total fail but I would classify it as a Segway type fail meaning that while society on a whole will shun Google Glass there will be a number of teksters that will keep the technology in circulation. Teksters is a word I just made up and submitted to the Urban Dictionary. Kind of like hipsters, teksters is a subset of counter-culture… Read More
The Two Biggest Misses in Mobile
There are some interesting parallels between Intel and Microsoft. Both of them missed mobile. Actually they didn’t completely miss mobile, both of them had programs from early days. But clearly they both regarded mobile as a much lower priority: the PC was where all the money was and where it would continue to be forever.… Read More
NoCs for system-level power management
Most of the buzz on network-on-chip is around simplifying and scaling interconnect, especially in multicore SoCs where AMBA buses and crossbars run into issues as more and more cores enter a design. Designers may want to explore how NoCs can help with a more power-aware approach.… Read More
Xilinx: Revenue Down, Profit Up, FinFET on Schedule
Xilinx announced their results today and had their conference call this afternoon, which I listened to. For them this is 1Q fiscal 2015 which means you have to be careful since there is a big difference between talking about fiscal quarters and calendar quarters. Xilinx’s conference calls are interesting for a couple of … Read More
The Leading Edge Foundry Landscape
There have been a lot of interesting announcements and presentations lately from the leading edge foundries. Looking at all of this information, a pretty interesting picture begins to emerge.
TSMC
TSMC is far and away the world’s largest foundry. In their 2014-Q2 conference call TSMC outlined their expectations for the balance… Read More
Moderate growth and minor correction in semiconductors
At SEMICON West two weeks ago, Bob Johnson of Gartner presented the outlook for the semiconductor market, semiconductor capital spending, and wafer fab equipment spending. Thanks to Daniel Nenni for providing the link to the SEMI/Gartner Market Symposium presentations at https://sites.google.com/a/semi.org/market-symposium/home/speaker-presentations… Read More
Improve Your Memory the Sonics Way
There is never enough memory bandwidth. Well, occasionally there is but many SoCs have lots of blocks that communicate through memory, typically off-chip DRAM. In 2001 Sonics created their first solution to this problem with MemMax technology that was incorporated into their SonicsSX product. This has been used in over 100 designs… Read More
Cadence Results: Good but Palladium under Price Pressure
Cadence announced their 2Q results this afternoon. I listened to the conference call.
You can read all the details of the results in the press release but the big picture is:
- Revenue $379K, net income $23M GAAP or $64M non-GAAP (8, 21c per share, beat estimates by 1c). Equivalent quarter last year was $362M so less than 5% increase)
Intel vs AMD
While listening to the Intel and AMD conference calls last week I was reminded of the ATI acquisition by AMD and the painfully long cultural assimilation that ensued. The title of this blog could just as easily have been “Custom vs Synthesizable Design Cultures” or “The Real Reason Why AMD is Fabless” because that is closer to how … Read More
TSMC N3 Process Technology Wiki