Semiconductor based electronics has continuously improved lives of people through various kinds of technology upgrades in the gadgets for our daily use. Imagine the journey from a mechanical typewriter to a laptop computer connected through a laser printer, transition from black & white photography to exotic coloured… Read More
Tag: apple
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Why does Apple do business with Samsung?
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
Analog Market Leaders Eyeing on IoT Applications
When we talk about analog IC market, one can easily guess who the leader with lion’s share in the market is. There are also next level leaders with impressive growth rates in this market. The analog market as such is poised to grow with Internet of Things (IoT) because it supplies some of the key components such as data converters, op… Read More
SoCs in New Context Look beyond PPA – Part2
In the first part of this article, I talked about some of the key business aspects along with some technical aspects like system performance, functionality, and IP integration that drive the architecture of an SoC for its best optimization and realization in an economic sense. In this part, let’s dive into some more aspects that… Read More
Smartphones in Q1. Sammy Back On Top
Because it is such a major impact on the semiconductor industry, being the largest and fastest growing market ever, I follow the ups and down of the mobile industry. So what happened in Q1?
Total shipments are up 2% to a record (for Q1) 440 million units but that is down 16% from Q4 which remains the biggest quarter ever.
First thing is… Read More
A Perfect Catalyst at the Right Time
There cannot be a product without a need. The need is the first essential aspect which has to be created or at least felt and then comes a slew of motivator factors including style quotient and fashion statements. It’s possible that a genuine but ill conceived need can be undermined by an overwhelming fashion statement although under-serving… Read More
Linley: Mobile Peaked in 2013?
Last week was the Linley Mobile Conference. Mobile is a huge semiconductor market and, outside of Intel, is the main driver for next generation process technologies. A new generation of mobile phones comes along, fills the leading edge fabs for a year or two and then moves on to the next generation. Nothing comes close to requiring… 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
Passage of Time with Watches
During my childhood in my native place in India, although there were good watches around from Seiko, Citizen and some of the Indian companies, I used to see some old men and women never using any watch but still being fairly accurate in perceiving time by just watching the position of sun, or moon, or the shadow formed by a certain object.… Read More