Dear Steve,
Let me first clarify about myself that I am a humble blogger at Semiwiki and admire your company as the #1 Semiconductor Fabless Company and #4 in terms of overall semiconductor sales of the top10 semiconductor companies in the world as per 2014 data. Also, I must mention another point of admiration that your company is… Read More
As the number of CPU, GPU, and IP is growing in an SoC, power management is becoming more and more a complex task in itself. A single tool or methodology may not be enough for complete power management and verification of an SoC. In an SoC, there can be multiple modes of operations involving hardware and software interactions, different… Read More
The “Saxony” reference comes from the Holy Roman era which is now the tenth largest of Germany’s sixteen states and is divided into ten districts. The “Silicon” comes from the microchip makers in the Dresden area which is district #2. The largest of said chip makers is now GlobalFoundries so in the same vein that California has Silicon… Read More
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
A couple of years ago, our own Paul McLellan gave us a report on the 2013 Linley Microprocessor Conference with a provocative headline: “Server Shift to ARM Becomes a Stampede”, a title right off one of the Linley slides. 64-bit ARMv8 architecture was relatively new to the game, and ARM share in networking platforms was just a sliver… Read More
Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
As we are seeing more and more automation in most of our activities, not only through software but also smart electronics (at cutting-edge technologies) equipped with processors, micro-controllers, sensors and so on which make a whole system as an integrated entity on a small piece of semiconductor intertwined with other systems… Read More
Whoever has said that history never repeats itself should read this recent PR from AMD! The news can be summarized in three points:
While listening to the Intel and AMD conference calls last week I was reminded of the ATI acquisition by AMD and the painfully long cultural assimilation that ensued. The title of this blog could just as easily have been “Custom vs Synthesizable Design Cultures” or “The Real Reason Why AMD is Fabless” because that is closer to how … Read More
Baseball loves a good switch hitter – from Frisch to Mantle to Rose to Murray to Jones, they are a rare and valuable commodity. AMD is calling on ambidexterity for its processors in 2015 and beyond, this week tipping plans for 20nm “Project SkyBridge” parts in either ARM or X86 with a common footprint. What remains to be seen is where… Read More
