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Intel Goes After Broadcom

Intel Goes After Broadcom
by Robert Maire on 04-01-2015 at 1:00 pm

Intel continues shopping spree with Broadcom
AMAT drops TEL merger due to high remedy cost
Global Foundries wins Apple A9 business at 20nm for 6S & “6C”

Intel follows Altera with Broadcom chaser…..
Sources in the industry have confirmed that Intel is advanced discussions to acquire Broadcom, following… Read More


Life Without EUV: SPIE Day 2

Life Without EUV: SPIE Day 2
by Scotten Jones on 03-29-2015 at 11:00 pm

I previously published a summary of day 1 of SPIE and I wanted to follow up with observations from successive days.

SPIE, the international society for optics and photonics, was founded in 1955 to advance light-based technologies.Serving more than 256,000 constituents from approximately 155 countries, the not-for-profit Read More


Intel to Buy Altera?

Intel to Buy Altera?
by Paul McLellan on 03-28-2015 at 1:05 pm

You may already have heard today’s big news in the semiconductor fabless ecosystem that Intel is apparently in talks to buy Altera. I embarrassed myself predicting that Samsung were in talks to buy Freescale (which, of course, they might have been but NXP won that particular race). But this time it is definite enough that … Read More


Medicals Marriage with Semis

Medicals Marriage with Semis
by Pawan Fangaria on 03-26-2015 at 7:00 pm

I remember a couple of decades ago, my father used to go to a nearby doctor’s clinic to get his blood pressure and sugar levels checked. I guess, in around 1990s small electronic kits became available to measure these usual daily health indicators and instantly display the numbers. I bought a few for my father then. Today, the scene… Read More


The Apple A9 Samsung & TSMC Love Triangle

The Apple A9 Samsung & TSMC Love Triangle
by Robert Maire on 03-25-2015 at 10:00 am

The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…

Act I Scene I…The stage is set….

We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More


TSMC 2015 Technology Symposium

TSMC 2015 Technology Symposium
by Paul McLellan on 03-25-2015 at 7:00 am


This year’s North American TSMC Technology Symposium is fast approaching. There are three, starting in Silicon Valley.

  • San Jose on Tuesday April 7th at the San Jose Convention Center
  • Boston on Tuesday April 14th at the Burlington Marriott
  • Austin on Thursday April 16th at the downtown Hilton

The symposium will also take … Read More


TSMC ♥ UMC?

TSMC ♥ UMC?
by Daniel Nenni on 03-18-2015 at 8:00 pm

The relationship between TSMC and UMC is one of the more interesting ones in the fabless semiconductor ecosystem in my opinion. Both are headquartered in Hsinchu Taiwan and it is very hard to visit one company without seeing the other as they have facilities right across the street from each other. They also share humble beginnings… Read More


FD-SOI Foundry

FD-SOI Foundry
by Paul McLellan on 03-16-2015 at 7:00 am

At the end of last month during ISSCC there was a forum organized by the SOI Consortium. It took place in San Francisco at the Palace Hotel (which, if you have never been there, is famous for converting its old entryway for carriages into an amazing dining room, and for a bar with a huge painting by Maxfield Parrish of the Pied Piper valued… Read More


Apple Leaks Chip Sources?

Apple Leaks Chip Sources?
by Daniel Nenni on 03-15-2015 at 10:00 pm

Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More


Will the IC Market Growth Rate Stagnate in 2015?

Will the IC Market Growth Rate Stagnate in 2015?
by Pawan Fangaria on 03-15-2015 at 7:00 pm

In my last blog here, I talked about last 30+ years of semiconductor IC market. While we have seen this market growing at CAGR of ~9% over last 30+ years, the CAGR of current decade is expected to be at just ~4%. Although the base size of the overall semiconductor IC market is quite healthy, expected to be at ~$378B by 2019, we cannot hope… Read More