As Apple races towards $200B in revenue, sometime in 2013 and perhaps $300B by 2015, Tim Cook knows it is in Apple’s best interests to start building a sizeable percentage of iPhones and iPADs in the US and soon. At the All Things D conference this week, Walt Mossberg asked Cook about Apple’s manufacturing presence in China and “if … Read More



TSMC Update 2012!
TSMC has had an interesting year thus far. 28nm is ramped and will dominate the mobile market for years to come. 20nm is in development with tape outs scheduled for the end of this year. FinFETS are coming making it a very exciting time in the semiconductor ecosystem. … Read More
ClioSoft Update 2012!
ClioSoft had a record year in 2011, right after they started working with SemiWiki. Coincidence? Of course not. You can visit the SemiWiki ClioSoft landing page HERE. Be sure and read the customer interviews done by Daniel Payne. It is really nice to see customers stand up and speak for their tools, much more interesting than listening… Read More
Mary Meeker’s Internet Trends
Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.
For example, this graph shows the adoption rate of iPods, iPhones… Read More
Mentor Graphics Update 2012!
What is new with Mentor? Quite a bit actually. About this time last year Corporate Raider Carl Icahn stirred things up with a hostile takeover attempt that ended with three Raiderettes on the Mentor Board, out of eight board members total. This year however, two of the three Raiderettes are out so it looks like Mentor is firmly in control.… Read More
Two New Board Members at Mentor Graphics
One year ago the annual share holder meeting at Mentor Graphics had tight security, a no-camera policy, and the drama of Carl Icahn the corporate raider successfully adding three new board members. Fast forward to today where two of Icahn’s board members were not even nominated, and Mentor added two new board members. I chatted… Read More
SpyGlass…the Mystery
Atrenta have put out a mysterious press release, a sort of teaser for what they are up to at DAC.
The first part is that they have an interview program at their booth (#2230) on the show floor where customers, partners and investors will talk about SpyGlass. Current speakers are:
- Jack Browne (Sonics)
- Jim Hogan (private investor)
- Charlie
Oasys at DAC: Right Here, Right Now
What is Oasys up to this year? For the last three years they have only had videos outside of their demo suite. The first year was a rock video, featuring Joe Costello (chairman off the board) and the executive management. The second year was parodies of the Mac vs PC ads with no prizes for guessing which one Oasys was. And last year was … Read More
Why does AT&T Fear OTT?
OTT stands for “over the top”. But in the telecom sense it does not mean outrageous, it means providing a service using the data network that competes with some service that the carrier offers and uses as a revenue stream. The most obvious of these is running Skype and so not making a voice call but perhaps the biggest threat… Read More
Intel’s Tri-Gate May Have Moore Problems Than You Think!
Clever title but it’s not mine. Piper Jaffray Analysts Auguste Richard and Jennifer Baxter released a report last week which echoed the concerns of others, including myself. The concerns reported are with the 22nm process and not the chipsets themselves. To me this is all part of ramping a leading edge process but the concerns are… Read More
Intel’s Path to Technological Leadership: Transforming Foundry Services and Embracing AI