Semiconductor and EDA 2017 Update!

Semiconductor and EDA 2017 Update!
by Daniel Nenni on 09-25-2017 at 7:00 am

It really is an exciting time in semiconductors. The benchmarks on the new Apple A11 SoC and the Nvidia GPU are simply amazing. Even though Moore’s Law is slowing, the resulting chips are improving well above and beyond expectations, absolutely.

As I have mentioned before, non-traditional chip companies such as Apple, Amazon,… Read More


SoC and Foundry Update 2H 2015!

SoC and Foundry Update 2H 2015!
by Daniel Nenni on 09-01-2015 at 10:00 pm

Rarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight up and what do I see? STARS!… Read More


TSMC (Apple) Update Q2 2015!

TSMC (Apple) Update Q2 2015!
by Daniel Nenni on 07-18-2015 at 8:00 pm

The TSMC quarterly conference call was last week and of course it stirred up quite a bit of controversy. Let me share with you my experience, observations, and opinions and maybe together we can come up with an accurate prediction for 2016. First let’s take a look at 20nm and what people now call the “Apple effect.”

Correct… Read More


Why does Apple do business with Samsung?

Why does Apple do business with Samsung?
by Daniel Nenni on 05-26-2015 at 10:00 pm

The Apple and Samsung relationship is an interesting one. On one hand they have co-developed some of the most innovative products on the market today (iPod, iPhone, iPad, iWatch) yet they are fierce competitors in the mobile market. Some call this type of business relationship “frenemies” others refer to the old Italian proverb… Read More


Apple’s Ax Chronicle

Apple’s Ax Chronicle
by Majeed Ahmad on 03-22-2015 at 7:00 pm

In April 2008, Apple baffled the semiconductor industry by acquiring the system-on-chip (SoC) pioneer PA Semi for US$278 million. The acquisition, took place at the height of the iPhone fever, left the technology and trade media with an endless suite of guessing games. In the end, it was just about Apple’s quest for having… Read More


Intel Versus the Fabless Semiconductor Ecosystem!

Intel Versus the Fabless Semiconductor Ecosystem!
by Daniel Nenni on 07-07-2013 at 7:30 pm

In case you missed it, there is an interesting conversation on my blog, The Future of Mobile Devices and the Semiconductor Landscape!, between Ashraf Eassa and myself. Ashraf and I also converse privately, he’s a very respectful and intelligent young man. For the last year Ashraf has been writing financial articles for Seeking… Read More