Yesterday was the first day of CDNLive. There were three keynotes. The first was by Lip-Bu Tan, Cadence’s CEO (and the Chairman of Walden International that he will be the first to remind you). The most interesting tidbit was that Cadence now has over 1000 people working on IP and that it represents 11% of their revenue. Then… Read More
Last week was the ARM earnings call, giving the Q4 results and a summary of 2014. 12B chips containing ARM processors were shipped last year which has meant that they have grown in all their major end-markets: mobile, embedded intelligence, and enterprise infrastructure. Almost half of those 12B chips were in mobile, around 5.6B.… Read More
ARM had a big press/analyst show at the Epic Roasthouse here in San Francisco this morning. They announced a new portfolio of IP targeted at the next generation mobile experience. There were 4 components to the announcement:
The origin of ARM’s success in mobile phone space is largely traced to Symbian’s decision to exclusively support the ARM Instruction Set Architecture (ISA). This in turn was the consequence of a mid-1990s decision by Texas Instruments to use ARM in its mobile phone ASICs for Nokia, the driving force behind the inception of the Symbian… Read More
In December I signed up for an IoT “lunch and learn” hosted by Mentor Graphics. There were a number of surprising things about the session. The first and most obvious is that it was really a “breakfast-to-lunch and learn”. Starting at 9AM and going through the end of lunch, it was packed full of ‘learning.’ It was also packed full of … Read More
As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More
What does the IoT mean for the next wave of Silicon Valley innovators? Looking at the previous waves of semiconductor economic development and the doctrine of “creative destruction” holds clues as to how this one develops and who emerges as the new leaders.
Given seven decades of progress, it may seem semiconductor firms on top … Read More
A recent comment by a DACattendee mentioned that the IoT acronym was so over-used as to make him get upset at EDA vendors that all purport to be enabling the growing IoT revolution. One of the most common requirements that I hear about IoT electronics is that the power needs to be well understood and controlled during the design exploration… Read More
I came across a very interesting article/blog written over the weekend by Jean-Louis Gassée on Intel and mobile. It covers some similar ground to several of my blog posts on the topic but also has some new facts. And it has additional credibility since Jean-Louis was head of product development and worldwide marketing at Apple (pre-iPhone).… Read More
Last Thursday night was the 20[SUP]th[/SUP] annual GSA Awards Dinner which probably hosts one of the largest collections of semiconductor executives. Think of a movie or music awards show with all of the trimmings including Jay Leno as the keynote. I don’t know the exact head count but there were 160 dinner tables with 10 plates … Read More
