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Semiconductor capacity utilization (the ratio of production to capacity) appears to be on the rise, based on available data. Reliable global industry capacity data has not been available since Semiconductor Industry Capacity Statistics (SICAS) disbanded in 2011.
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Technology often goes in cycles. Thirty years ago the dominant mode of computing was a shared computing resource with comparatively dumb terminals. Think of a Vax accessed by terminals. Then workstations and the PC came along and the dominant mode became a computer on everyone’s desk. Then the smartphone came along and … Read More
New technology and business buzzwords pop up constantly. Hardly a day goes by that you don’t see or hear words such as “cloud”, “IoT,” or “big data.” Let’s add one more to the list: “Ambient security.”
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We are writing technical blogs all along the year, sometime it’s good to write about something completely different. Don’t worry, I don’t plan to write any geo-political analysis, neither propose tourism advertising for Cuba. I just wish to share with you the feeling you have when spending a few weeks in Cuba like I did in the mid … Read More
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This week is IEDM. Three of the presentations today were by TSMC, Intel and IBM going over some of the details of their 14/16nm processes. They don’t provide the slides at IEDM, just the single page papers so this may end up being a somewhat random collection of facts.
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Xiaomi, an aspirant to top the Smartphone market through its disruptive entry into the maturing mobile phone market with its high quality Smartphones at rock bottom prices is getting roadblocks in its second largest market, India. It surreptitiously entered into today’s top mobile phone market in its home ground, China and in… Read More
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The $725 Million Chip Development: Why Execution Risk, Not IP Cost, Now Dictates Advanced-Node Survival