Has the semiconductor world gone acquisition crazy? It certainly seems that way with the more than $60B in M&A activity which may now include Altera. We are probably getting close to the 80/20 rule where 80% of the semiconductor revenue is being generated by 20% of the companies. Not far off from where we were at 25 years ago when… Read More
Tag: broadcom
SemiWiki at #52DAC: Nominated for Best Paper Award!
Blogging for Semiwiki is a very good exercise to prepare a paper submission at DAC. Writing a short article using about 600 words to pass one message, and try to deliver this message as clearly as possible. Writing a paper for DAC is very similar, as you have to be synthetic and develop a thesis in 5 slides, no more, as it’s a time limited… Read More
Why Intel will Never Succeed in IoT Market?
Let me precise that by “IoT” I think about the IoT devices market, made of hundreds of application, wearable gadget to medical, home automation, and so on. One direct consequence of IoT (device) market explosion will be the strong growth of the server market (cloud), to transfer, compute and store information generated by the billions… Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Intel Goes After Broadcom
Intel continues shopping spree with Broadcom
AMAT drops TEL merger due to high remedy cost
Global Foundries wins Apple A9 business at 20nm for 6S & “6C”
Intel follows Altera with Broadcom chaser…..
Sources in the industry have confirmed that Intel is advanced discussions to acquire Broadcom, following… Read More
Who Leads Semiconductor Innovation?
Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
ANSYS Electronics Simulation Expo – A View from Industry
As we are seeing more and more automation in most of our activities, not only through software but also smart electronics (at cutting-edge technologies) equipped with processors, micro-controllers, sensors and so on which make a whole system as an integrated entity on a small piece of semiconductor intertwined with other systems… Read More
Broadcom Internet of Things
One of the perks of blogging here is being able to get a press invitation to lots of events, often in interesting locations I never even knew existed. Tonight it was a Broadcom event in SPUR here in San Francisco. The evening was about the Internet of Things (IoT). Everyone knows that IoT is sort of hype, but it is also a real opportunity.… Read More
Chip side of the Open Interconnect Consortium
Maybe it’s my competitive analysis gene, or too many years spent hanging out with consortium types, but I’m always both curious and skeptical when a new consortium arises – especially in a crowded field of interest. The dynamics of who aligns with a new initiative, and how they plan to go to market compared to other entities, prompts… Read More
Do You Really Know RapidIO?
About 10 years ago, I was in charge of the product definition of our next IP to be released, the PCI Express gen-1 Controller. I was also involved in the decision process to select the new functions to develop, in respect with the market size, all of this being the definition of “marketing”. The reason why our company decided not to develop… Read More