The speed with which The Mobile Tsunami engulfs the old PC Market is just incredible. 18 months ago the tablet and smartphone markets were considered a Green Field of Opportunity for PC OEMs and chip suppliers to graze in for the next decade. The fences, however, are closing in fast as Apple continues to drive its iOS empire into new… Read More
Wednesday morning I attended a panel discussion with: ARM, IBM, Cadence, GLOBALFOUNDRIES and Samsung.
The panelists all sang the same song of collaboration between EDA, IP and Foundry to enable 28nm, 20nm and even 14nm.… Read More
Four years ago, a VC friend of mine was invited to a get together with a prominent Hedge Fund Manager from the Midwest. The meeting was an arrangement between fellow Harvard Grads. The Fund Manager was looking to make investments in the valley, to diversify away from his heavily weighted financial positions. Though, not recognized… Read More
Perhaps the most pertinent comment raised by an analyst at Intel’s Investor Forum last week came from Dan Hutcheson of VLSI Research to Brian Krzanich, the COO and head of global manufacturing and supply chain. He said: “I think you sold yourself short on Trigate, the benefit of fully depleted vs. planar and the impact on leakage.”… Read More
Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…
First up was… Read More
CPAK sounds like something politicians create to collect money, but in fact it is a Carbon Performance Analysis Kit. It consists of models, reference platform, initialization software (for bare metal CPAKs) or OS binary (for Linux and Android based CPAKs). They are (or will soon be) available for ARM Cortex A9, ARM Cortex A15 and… Read More
The Linley Group, whose conference on mobile I recently attended, has some interesting data about the processor core market. Firstly, the numbers are big: CPU cores shipped in over 10 billion chips last year which is up 25% on last. ARM has a share of 78% of that entire market. The big surprise to me was the #2 was not MIPS but Synopsys… Read More
If you look real close at the #49 DAC floor plan you will see the tiny Intel booth dwarfed by those of TSMC, GlobalFoundries, Samsung, and ARM. The number one semiconductor company in the world does not have the budget for the cornerstone conference of the semiconductor ecosystem? Oh my…… Intel has a big foundry hat and no cattle… Read More
When the name synonymous with personal computer graphics decided to turn their engineering talent toward the mobile business, heads turned. NVIDIA has rather quickly gained a foothold in tablets by squeezing four high performance processing cores, twelve graphics cores, and more onto a Tegra 3.… Read More
ARM used to build their own models. By hand. They had an instruction-set simulator (ISS) called ARMulator that was largely intended for software development, and cycle-accurate models that were intended to run within digital simulators for development of the hardware of ARM-based systems.
There were two problems with this … Read More
