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
Amid burgeoning complexity of SoC verification with ever increasing hardware, software and firmware content, verification engineers are hard pressed with learning multiple tools, technologies and methodologies and still completing SoC verification with full accuracy in time. The complexity, size and diversity of SoC … Read More
4K UHD TVs were all dressed up at CES 2014 with no content to show. The good news for the 2014 holiday season is the industry has converged on one set of standards for display, interfacing, and encoding, so consumers should not be left marooned in an instant replay of the 3DTV hype-crash cycle. It may be a bit longer before everyone can… Read More
Fresh from the leaked memo that Intel is merging its mobile business into its PC client group, Qualcomm is going the other way and has confirmed that it is entering the ARM server CPU market, an announcement made at its analyst day earlier today.
This is a major trend that less than a month ago I reported from the Linley microprocessor… Read More
One of the companies that is best positioned to supply components into the IoT market is Atmel. For the time being most designs will be done using standard components, not doing massive integration on an SoC targeted at a specific market. The biggest issue in the early stage of market development will be working out what the customer… Read More
It happened today. As I have predicted for over a year, Intel would not be successful in mobile and would be forced to exit the market. Last quarter they lost $1B on revenues of $1M (as Dave Barry would say, I am not making this up, that M is not a typo). They ship “contra revenue” with their chips for the tablet market, meaning… Read More
Last week was the Linley Microprocessor Conference. Not the mobile one, which I find the most interesting since smartphones are such a bit part of what drives process technology these days, this is the one focused on networking and servers. But increasingly both markets are being driven by the same thing, namely mobile data. In … Read More
