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Fresh from the leaked memo that Intel is merging its mobile business into its PC client group, Qualcomm is going the other way and has confirmed that it is entering the ARM server CPU market, an announcement made at its analyst day earlier today.
This is a major trend that less than a month ago I reported from the Linley microprocessor… Read More
One of the companies that is best positioned to supply components into the IoT market is Atmel. For the time being most designs will be done using standard components, not doing massive integration on an SoC targeted at a specific market. The biggest issue in the early stage of market development will be working out what the customer… Read More
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
I would like to further discuss this graphic (presented during IP-SoC 2014 by John Koeter, VP of Marketing IP and prototyping, Synopsys) and focus on Active Design and Tapeouts at 28nm. In fact the very first activity appeared in Q1 2007, but it was only during 2010 that 28nm become popular, after the first Tapeouts coming in Q1 and… Read More
As I wrote last week there is a whole list of companies on LinkedIn with people working on TSMC 16nm. Today TSMC released a list of customers that have risk production 16FF+ silicon. Most of us knew this already but now we can talk about it in more detail. This is a really big deal for the FinFET doubters out there. Just because Intel had… Read More
An ongoing IoT debate centers on the notion that just because we can do something does not mean we should. From discussions at the recent MEMS Executive Congress, looking at what TSMC and some others see as the endgame for a trillion sensors signals possible trouble ahead.… Read More
As I have mentioned before, there are very few secrets in Silicon Valley. Just last week I was minding my own business at a Starbucks when I overheard two engineers complaining about Samsung 14nm shuttles being delayed. They had badges on but I won’t out them because it could have easily been any of the fabless companies in Silicon … Read More
A couple of days ago I was reading a news article which said how long the world economy will be dependent on a single engine to drive it; obviously that single engine is USA. If we consider the overall economy, definitely USA is driving it, and semiconductor is a large part of it. The semiconductor is driving electronics and that is attracting… Read More
1964 Vision, Volume and Moore’s Law
The 1964 New York World’s Fair saw Lee Iacocca, then a young 40 year old General Manager, introduce a car that inspired “total performance” and was for a “young America out to have a good time.” This young America would become the baby boomer generation. The Mustang was revolutionary in its affordability,… Read More
One protocol, and its descendants, drove the success of the World Wide Web. IP, or Internet Protocol, is the basis of every browser connection and the backbone of IT data centers. Some assumed that the Internet of Things would follow suit,… Read More
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A Century of Miracles: From the FET’s Inception to the Horizons Ahead