Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More
The Future of Mobile Semiconductor Devices
During my trip to Taiwan I hopped on over to Hong Kong for a speaking engagement. One of the things I do as an “Internationally Recognized Industry Expert” is help the financial world understand the semiconductor landscape as it pertains to SoCs and mobile devices. Usually I do this over the phone or in writing but I prefer to do it in… Read More
What is inside the iPhone5s? Samsung or TSMC?
As a semiconductor professional and an Apple customer I’m very interested to see what is inside the iPhone5s. Rumors are spreading, photos are leaking, creating a nice build up to the next release of the mobile device that changed the world.
Honestly, last year I was a bit disappointed with the iPhone5. Inside is the A6 SoC which uses… Read More
TSMC and Xilinx on the FinFAST Track!
The power of the fabless semiconductor ecosystem never ceases to amaze me. On one hand you have the Intel backed press crowing about Intel stealing Altera from TSMC. On the other hand you have Xilinx and TSMC crowing about a new ‘one-team’ approach. If you are interested in the real story you’ve come to the right place.
“Altera’s… Read More
Deploying 14nm FinFETs in your Next Mobile SoC
At DAC in Austin a design company, foundry and EDA vendor teamed up to present their experiences with 14nm FinFETs during a breakfast on Tuesday.
Panelists included:
- Ed Sperling, Semi Mfg and Design
- Anil Jain, Cavium
- Subramani Kengeri, GLOBALFOUNDRIES
- Kelvin Low, GLOBALFOUNDRIES
- Raymond Leung, Synopsys
- Bari Biswas, Synopsys
Taiwan Semiconductor Tries To Pull A FinFAST One!
This completely misleading title is from a Seeking Alpha (SA) article, a stock investment version of the National Enquirer. As I mentioned inA Call to ARMs, fame and fortune seeking SA Authors make a penny per click so sensationalism sells. The article is not worth your time so I will save you the click and skip to the misguided conclusion:… Read More
Intel Plays to the 4 Horsemen of the Mobile Software World
Just at the moment we look for the mobile market to consolidate, it fractures along new fault lines as old allies become enemies and new business models appear in order to spur the ecosystem giants forward. It was not long ago that Android was let loose in an attempt to prove that the Mobile World is Flat. Ah but Samsung decided that it… Read More
Meeting with Sidense at TSMC Technology Symposium
If you have attended DAC in Austin (June 2-5), you probably have missed the first TSMC Technology Symposium. It was held on June 6 in Shanghai. Considering my own experience of a 29 hours trip to come back home (in France), I doubt that it was any possible to leave Austin on June 5 to attend TSMC Technology Symposium in Shanghai on June… Read More
…And Now Intel Will Make a Turn Towards Memories as it Plans to Capture Samsung
While eyes remain fixated on the architectural battle between Intel and ARM, a second front is soon about to open up that will determine mobile supremacy for the rest of the decade. Whereas yesterday’s story on the collapse of Wintel and the anointing of Google and Samsung are repeated endlessly, now tables are being set for a significant… Read More
The Return of the "Moore Noyce" Company
It has been a little over a fortnight since Paul Otellini officially stepped down from the CEO post and yet it seems to be more than a long time gone. Unlike his predecessors, he was not asked to remain on the board and perhaps it is a sign that his complete disengagement from the company was necessary to complete a future strategic engagement.… Read More


AI RTL Generation versus AI RTL Verification