There are significant advances in communication protocols happening all around us. The Peripheral Component Interconnect Express (PCIe) Gen 5 standard is delivering the needed device-to-device performance to support artificial intelligence and machine learning applications as well as cloud-based workloads. The rapidly… Read More
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
An industry caught in the crosshairs of geopolitics needs global emeritus leadership
The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More
In a week that finally saw some good news in the trade war between US & China, here is a summary of all the key semiconductor and technical news from around the world that you may have missed.
On Friday, US and China announced agreement on the so called phase one agreement, as a result the extra tariffs due to be imposed on S180billion… Read More
Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More
Recently, the combined market share of the top ten and top twenty semiconductor companies has been increasing, contrary to the trend of the last fifty years. Given the acceleration in mergers and acquisitions that began in 2015, one might assume that, as the semiconductor industry approaches maturity, companies are consolidating… Read More
The second keynote at Mentor’s U2U this year was given by Hooman Moshar, VP of Engineering at Broadcom, on the always (these days) important topic of design for power. This is one of my favorite areas. I have, I think, a decent theoretical background in the topic, but I definitely need a periodic refresh on the ground reality from the… Read More
It has been reported over the holiday weekend that Intel is in talks with Micron over a proposed merger that would value Micron at $70 per share in a deal of a combination of stock and cash for Micron shareholders. It is said that the boards of both companies have already approved the deal.
Intel’s CEO Brian Krzanich said, “We… Read More
The war of words continues between Broadcom and Qualcomm and the stock analysts still seem to be split on the merger. Please note that Broadcom is proposing to merge with Qualcomm instead of a tender offer which is what Qualcomm has proposed for the acquisition on NXP. Same result but two very different approaches. Another interesting… Read More
This has been an amazing year for me both personally and professionally. Personally we are now empty nest and have our first grandchild. SemiWiki is prospering, a company that I have been involved with for ten years (Solido Design) had a very nice exit, and my time promoting semiconductor stocks to Wall Street paid off with the PHLX… Read More