Linley Mobile

Linley Mobile
by Paul McLellan on 04-19-2013 at 12:11 pm

I was at the Linley Mobile Microprocessor conference earlier in the week. Well, just the first day since the second day overlapped with the GSA Silicon Summit. The first surprise was seeing Mike Demler in a suit. It turns out that he has joined the Linley Group as a full-time analyst in the mobile space.


Linley Gwennap started the day… Read More


Altera, Intel, TSMC, ARM: the Plot Thickens

Altera, Intel, TSMC, ARM: the Plot Thickens
by Paul McLellan on 04-16-2013 at 7:15 pm

Vince Hu of Altera presented us her at the GlobalPress Electronics Summit on their process roadmap. Since just a month or two ago they announced that Intel would be their foundry at 14nm, everyone wanted to get a better idea of what was really going on.

At 28nm, Altera use 2 processes, TSMC 28HP (for high end Stratix-5 devices) and TSMC… Read More


TSMC Tapes Out First 64-bit ARM

TSMC Tapes Out First 64-bit ARM
by Paul McLellan on 04-02-2013 at 2:15 am

TSMC announced today that together with ARM they have taped out the first ARM Cortex-A57 64-bit processor on TSMC’s 16nm FinFET technology. The two companies cooperated in the implementation from RTL to tape-out over six months using ARM physical IP, TSMC memory macros, and a commercial 16nm FinFET tool chain enabled by… Read More


Apple and Google Turn Towards Enterprise

Apple and Google Turn Towards Enterprise
by Ed McKernan on 03-27-2013 at 9:00 am

As a calm settles over the mobile market, post the overhyped Samsung Galaxy S4 launch, many analysts are at a loss as to describe a way forward with Apple that is understandable and positive. The dozens of reports that focus on the summer launches of the iPhone 5S and cheap iphone miss the side of the barn on the true strategy being put… Read More


Moore and Beyond: Global Semiconductor Primer

Moore and Beyond: Global Semiconductor Primer
by Daniel Nenni on 03-24-2013 at 8:10 pm

There are a couple of new analyst reports out that are interesting enough to blog about. I talk to the financial types on the phone every week or so explaining the semiconductor business and answering questions about the foundries and the top fabless companies. We don’t always agree on the outlook but there is always something to … Read More


Simon Segars to be New CEO of ARM

Simon Segars to be New CEO of ARM
by Paul McLellan on 03-20-2013 at 4:15 pm

ARM announced today that Warren East, the CEO, would be retiring at the end of June. The new CEO will be Simon Segars, currently President of ARM and the de facto #2 guy. Currently Simon is based in the US and I don’t know if he plans to return to Britain or not. But he will live what will inevitably be a lifestyle that involves crossing… Read More


EDAC CEOs: consolidation, clouds, and whether Intel will buy Synopsys

EDAC CEOs: consolidation, clouds, and whether Intel will buy Synopsys
by Paul McLellan on 03-15-2013 at 5:12 pm

Yesterday evening was the annual EDAC CEO forecast meeting. Actually it is not really a forecast meeting any more, more a sort of CEO response to some survey questions asked of EDAC members. Rich Valera of Needham moderated with Lip-Bu, Aart and Wally, along with Simon Segars representing the IP arm(!) of the business and Raul Camposano… Read More


Cavium Adopts JasperGold Architectural Modeling

Cavium Adopts JasperGold Architectural Modeling
by Paul McLellan on 03-05-2013 at 7:00 am

Cavium designs some very complex SoCs containing multiple ARM or MIPS cores at 32 and 64 bit. This complexity leads to major challenges in validating the overall chip architecture to ensure that their designs will meet the requirements of their customers once they are completed, with performance as high as 100Gbps.

Cavium have… Read More


Developing ARM v8 Code…Today

Developing ARM v8 Code…Today
by Paul McLellan on 02-13-2013 at 12:50 pm

You are going to be developing software for an SoC that contains an ARM Cortex-A57 64-bit CPU. Or perhaps it is an SoC containing ARM’s hybrid big.LITTLE multi-core architecture that combines one or more low power cores with some high power, high performance cores to get the best of both worlds: high throughput when it is needed… Read More


Video? Tensilica Has You Covered

Video? Tensilica Has You Covered
by Paul McLellan on 02-12-2013 at 2:01 am

Video is a huge growing area and advanced imaging applications are becoming ubiquitous. By “advanced” I mean more than just things like cameras in your smartphone. There is lots more coming, from high-dynamic range (HDR) photography, gesture recognition, more and more intelligent video in cars to keep us safe, … Read More