DAC starts in San Francisco on June 8th. The kickoff keynote at 9.20am that morning is by Brian Otis of Google. He is a director at Google[x]. According to Wikipedia:Google X, stylized as Google[x], is a semi-secret facility run by Google dedicated to making major technological advancements. It is located about a half mile from … Read More
Intel Goes After Broadcom
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
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?
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
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 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
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?
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
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?
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


Intel to Compete with Broadcom and Marvell in the Lucrative ASIC Business