Last week I had an interesting meeting with GLOBALFOUNDRIES executives Kevin Meyer and Mojy Chian. It certainly seems that GFI has turned a corner! I will be in Dresden next week for DATE 2012 and will also visit the GFI Fab there. 28nm and 20nm are on track so expect an aggressive implementation plan from GFI this year.… Read More
This year’s CEO forecast panel was held at Silicon Valley Bank. Bankers live better than verification engineers, as if you didn’t know, based on the quality of the wine they were serving compared to DVCon.
This year the panelists were Ed Cheng from Gradient, Lip-Bu, Aart and Wally (and if you don’t know who they… Read More
The 1999 IDM paper Sub 50-nm FinFET: PMOSstarted the 3D transistor ball rolling, then in May of 2011 Intel announceda production version of a 3D transistor (TriGate) technology at 22nm. Intel is the leader in semiconductor process technologies so you can be sure that others will follow. Intel has a nice “History of the Transistor… Read More
A client turned me on to a great new book, “The Age of the Platform” by Phil Simon. It’s about how Amazon, Apple, Facebook, and Google have radically transformed the landscape. For me, it’s not just social networking – it’s social computing, changing how things are designed.
I’m borrowing this right from Phil’s… Read More
Consumer electronics is a new driver in our global semiconductor economy as we enjoy using Smart Phones, Tablets and Ultra Books. The challenge of designing and then verifying the electronic systems to meet the market windows is a daunting one. Instead of starting with a blank sheet for a new product, most electronic design companies… Read More
Apple’s blowout earnings for the quarter that just ended has huge ramifications for the entire semiconductor industry as suppliers align much closer to them or figure out how to minimize the damage that is to come through the rest of 2012. The immediate implication is that Wall St. will likely toss to the sidelines any semiconductor… Read More
Since the introduction of Apple’s iPhone and then the follow on iPAD, it has been Wall Streets frame of reference that Intel would be playing defense as the PC market slid into oblivion and therefore a Terminal Value should be placed on the company. Intel’s Q4 2011 earnings conference call provided a nice jolt to the analysts as Paul… Read More
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More
There is one semiconductor company that for the last 3 years has outperformed ARM and more than doubled in stock price relative to Apple. They are everywhere but barely known to most. The success of this company in the coming year though could result in the leveling of AMD and nVidia as they try to adjust to the economics of the mobile… Read More
One of the most significant announcements at the consumer electronics show (CES) this week was Intel’s Medfield, an Atom-based smartphone SoC. The SoC itself is unremarkable, perhaps a little better than ARM Cortex-based SoCs in some areas, worse in others. The reason it is significant is that Motorola (soon to be Google,… Read More
