Approximately 25% of SemiWiki traffic originates from search engines and the key search terms are telling. Since the beginning of SemiWiki, “low power design” has been one of the top searches. This is understandable since the mobile market has been leading us down the path to fame and fortune. Clearly lowering the… Read More
It has been a year since my article Semiconductor Landscape in Jan 2012 I wanted to look back into the major events over the year and then anticipate what’s in store going forward. What has happened over the year is much more than what I could foresee. Major consolidation in EDA space – Synopsys acquired Magma, SpringSoft, Ciranova,… Read More
At the keynote for ICCAD this morning, John Gustafson of AMD (where he is Chief Graphics Product Architect as well as a Fellow) talked about parallel algorithms. Like Gene Amdahl, whose law states that parallel algorithms are limited by the part that cannot be parallelized (if 10% is serial, then even if the other part takes place… Read More
AMD announced yesterday that they would be building 64-bit ARM-based chips intended for use in servers. What was unclear is what the processors would be like. Although ARM had announced that they would move into 64-bit processors they didn’t have any that they had actually announced as being available for licensing.
At … Read More
A small blurb last week announced that Apple had hired Jim Mergard away from Samsung after just 15 months on the job. Previously to that he was a 16-year AMD veteran who headed up their low power x86 Brazos processor team. In near synchronicity, AMD hired Famed Apple Designer Jim Keller to be its chief microprocessor architect. When… Read More
A year ago, Meg Whitman decided it was time to venture back into the business world by grabbing onto the HP CEO baton from a badly wounded Leo Apotheker. What for? My best guess is to enter the Pantheon of Great Turnaround CEOs of failing companies, best exemplified by the work of Lou Gerstner with IBM in the early 1990s. It comes too late… Read More
As an investor, one has to always be aware when Jim Cramer informs the world of the investment scenario you have been playing comes out of the shadows and sees the light of day. Soon the herd will follow which is positive, but now one has to figure how long to ride the roller coaster. In an article posted on thestreet.com entitled “Tech… Read More
In response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed to become… Read More
The worldwide semiconductor market in 2Q 2012 was $73.1 billion, according to WSTS data released by the SIA. 2Q 2012 was up 4.7% from 1Q 2012 but down 2.0% from 2Q 2011. Major semiconductor companies are generally expecting slower revenue growth in 3Q 2012 versus 2Q 2012. The table below shows revenue estimates for calendar 3Q 2012… Read More
The Mobile Tsunami wave has yet to crest and the surfers strong enough to mount it are dwindling fast to the dismay of market watchers and experienced analysts. The distraction of these past few days is the courtroom drama being played out between the sumo wrestlers, Apple and Samsung, which in the end will not result in a cessation… Read More
