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I attended Cliff Hou’s keynote at TSMC OIP Forum earlier this month. OIP is a huge undertaking. It currently has over 100 ecosystem partners, 10 technology generations, 7600+ IPs, 60+ EDA tools, 7000+ tech files and 150+ PDKs.
Most of Cliff’s presentation gave details on where TSMC are with the various processes. … Read More
The good news about the recently-revealed BadUSB is that there actually is a cure: Hardware crypto engines were invented to protect software, firmware and hardware from exactly these types of attacks, among many others. These uber-tiny, ultra secure hardware devices can be easily and cost-effectively added to USB sticks (and… Read More
So it’s true. IBM is selling its semiconductor division to GlobalFoundries. Actually, selling is a sort of euphemism for paying them $1.5B to take it off their hands. At least according to Bloomberg. There have been rumors for weeks that IBM wanted to pay $1B to get rid of the division, but GF wanted $2B. Looks like they split… Read More
I watched the live stream product announcements yesterday from Apple and will give you a quick recap of what I gleaned. First off, Apple live stream requires that you use the Safari browser, so that meant that I couldn’t use Google Chrome, so much for adopting web standards.
Apple Products Talked about
iPhone 6 and 6 Plus
This… Read More
More and more companies, regardless of their vertical, are trying to get closer to their customers and see various aspects of the internet of things (IoT) as the way to do so. For a good example, here is Salesforce Wear Developer Pack which, as they say:..is a collection of open-source starter apps that let you quickly design and build… Read More
As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:
We have set a new record of revenue and profitability… Read More
At Memcon today Mike Demler of the Linley Group (and coincidentally someone who used to work for me back at Cadence and who now run Memcon, small world) gave an interesting presentation on Trends in Mobile Processors. A mobile application processor (AP) is a highly integrated SoC to run the applications in a mobile device. Mostly… Read More
Intel announced their quarterly results today. They beat consensus by a cent. Not surprisingly their business is driven heavily by the microprocessor businesses, what Intel calls PC and Datacenter. Revenue and earnings both set new records in both groups.
As Brian Krzanich, the CEO, said:In the Data Center, we saw double-digit… Read More
The Albuquerque Journal had an article about a local company sending silicon carbide wafers into suborbital space to improve their quality. ACME Advanced Materials plans to buy low quality $250 wafers, send them into space using their process, and sell the higher quality wafers for about $750. They are working to add gallium nitride… Read More
One of the questions I routinely ask amongst the fabless semiconductor ecosystem is, “How are the EDA vendors doing?” There are always complaints because, let’s face it, we all like to complain. On occasion however I do hear about a vendor who goes above and beyond the call of duty and it really brightens my day.
Of late,… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet