A number of technical and business trends are converging to create a booming market for solid state drives (SSDs), with gigabytes of flash memory capacity along with the related control electronics packaged in the form factor of a 1.8”‐, 2.5”‐ or 3.5”. storage device. The first is the emergence of tablets and pervasiveness of smart… Read More
Tag: arm
ARM Results, Strong Biceps
ARM announced their Q1 results yesterday. Having just written that Intel lost $1B in mobile, I guess I could have used the title “ARM didn’t lose $1B in mobile.” They made $100M (on revenues of $300M). So let’s start off with what their results actually were and then look at what other things of interest … Read More
Does Processor IP still get the Lion’s share in 2013?
I think that the answer is pretty obvious, but the interesting point is to figure out which processor type, and which part of revenues, up-front license or royalties? One of my customers, let’s call him Mr. X, ask me to clarify this point. Mr. X has bought the excellent report from Gartner “Market Share: Semiconductor Design Intellectual… Read More
Intel Lost $1B in Mobile Last Quarter
Intel announced their quarterly results today. Revenue was $12.8B, up 1% from a year ago with operating income of $2.5B also up 1% from last year.
Since the future of the world is mobile and not desktop/laptop, the mobile results are the most interesting. Mobile sales fell 61% to $156M. This includes mobile products and anything … Read More
Will IoT Drive the Next Semiconductor Revolution?
To further my quest to comprehend the latest trends in the semiconductor industry continues, I spent the morning with SEMI at the “The Silicon Valley Breakfast Forum: Internet of Things (IoT) – Driving the Microelectronics Revolution” seminar. I’m a big fan of the breakfast seminar concept. I’m up early anyway and it is … Read More
Advancements in Nanoscale Manufacturing
I’m at the GSA Silicon Summit today, at the computer history museum. The first panel session this morning was about future process technology. It was moderated by Joe Sawicki of Mentor with a panel consisting of Rob Aitken from ARM, Paul Farrar of G450C, Peter Huang of TSMC, John Kibarian of PDF Solutions and someone from Applied… Read More
Addressing MCU Mixed Signal Design Challenges
The emerging market for IoT and wearable devices are designed with mixed-signal IP that includes: embedded CPU, flash, analogue and radio.EDA and IP companies have recently worked together to allow us to design an MCU with mixed-signal IP blocks more efficiently. This morning I attended a webinar with presenters from ARMand … Read More
How Qualcomm crushed the mobile roadmap
Qualcomm’s Snapdragon 810 announcement this week may seem like just another mondo-core SoC on a way-cool TSMC 20nm advanced process. Looking past the technology shows an understated genius in creating a roadmap – and why yours and most everyone else’s probably sucks.… Read More
Bluetooth Smart radio IP, backed by ARM
For most devices, the on ramp to the Internet of Things means wireless, connecting a microcontroller or SoC via some kind of radio. It seems every merchant semiconductor company and embedded software firm has jumped on board the IoT wagon. There is a litany of chips, modules, operating systems, and protocol stacks already, and … Read More
Book review: “shift left” with virtual prototypes
Shipping a product with complete software support at official release is a lot more difficult than it sounds. Inevitably, there is less than enough hardware to go around, and what little there is has to fill the needs of hardware designers, test and certification engineers, software development teams, systems integration teams,… Read More