In case you didn’t notice, TSMC’s communications revenue jumped 22% last quarter for a total revenue share of 42%, and that is just the tip of the iceberg for mobile internet. According to the global marketing research company Nielsen, double digit mobile internet adoption rates are the new normal and will continue to be so in the… Read More
Steve Jobs’ 5 Minute Anti Open Systems Rant!
First of all it was not a rant, it was a clearly scripted rebuttal to the competitive pressures Apple is feeling from Android (here). As I blogged before, Apple is the Open Standards Antichrist and is trying to monopolize the trillion dollar mobile internet ecosystem with a CLOSED platform. According to Steve Jobs, “Open systems… Read More
Semiconductor Supply and Demand in 2010/2011
The semiconductor analysts are at it again, revising numbers, polishing their guesstimates, and patting each other on the back for being equally as inaccurate. I blame these crystal ball hacks for the semiconductor shortages and price hikes we are experiencing today.
These people get paid to guide investors, and the industry… Read More
Mentor Company History
A venture capitalist offered the advice, “Startup investors are attracted by good people making a good product for a growing market.” That wisdom, as much as any served as the foundation for the company Mentor Graphics would become.… Read More
Semiconductor Forecast: 2010 Boom – 2011 Bust?
Again, my economic bellwether is TSMC, and judging by the first half, 2010 will go down as one of the most profitable years the semiconductor industry has ever seen. In the 2[SUP]nd[/SUP] quarter the foundries again posted record breaking wafer shipments, revenues, and profits. 3[SUP]rd[/SUP] quarter foundry financials should… Read More
What Do You Mean by Mandatory?
When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More
What Do You Mean by Mandatory?
When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More
How to Multi-Voltage IC Design in 10 Easy Steps
What I’m really describing here is an over-simplified backend flow for physical design of low power ICs with multiple voltage domains. If you haven’t ventured into this territory yet, this will hopefully give you some food for thought. Here are the basic steps:… Read More
Clocks Will Be Clocks
Clock designers are an enigma. Clock designers in general are die hard Star Wars fans, own vintage Porsches that leak oil by the gallon, usually have lava lamps in their offices/cubicles, wear fancy leather jackets in the peak of summer, and have like-minded clock designers as best lunch buddies. … Read More
Why Only MV When You Can MC, MM & MV?
Resistance is futile. I recently caved and switched to an iPhone after having been a loyal Google phone user for more than year. Apart from the coolness factor, my main motivation was corporate mail support that was absent in Gphone, plus the fact that I got the iPhone for free when my wife upgraded hers. The difference is day and night… Read More
AI Semiconductor Market