As you’ve probably seen in (excellent!) recent semiwiki postings by Eric Esteve and Scotten Jones, 12nm FD-SOI has now officially joined the GlobalFoundries’ roadmap. Eric and Scotten did a great job of putting many things in perspective. But this is a big piece of news, so here I propose looking at it from yet another perspective,… Read More
Tag: china
SiFive execs share ideas on their RISC-V strategy
Since its formation just last year, SiFive has been riding the RISC-V rocket from purely academic interest to first commercialization. In an exclusive discussion, I talked with CEO Stefan Dyckerhoff and VP of Product and Business Development Jack Kang about their progress so far and what may be coming next.
Previously, I covered… Read More
Is the Intel Cash Cow in Danger?
There was an interesting panel at the Silicon Summit sponsored by the Global Semiconductor Alliance (GSA) on “Designing for the Cloud.” It was led by Linley Gwennap (The Linley Group) with Ivo Bolsons (Xilinx), Ian Ferguson (ARM), and Steve Pawloski (Micron). Missing of course was Intel which derives close to 30% of its revenue… Read More
Donald Trump’s demand that Apple must make iPhones in the U.S. actually isn’t that crazy
Donald Trump has promised that “we’re gonna get Apple to start building their damn computers and things in this country, instead of in other countries.” He said this ata speech at Virginia’s Liberty University andseveralother events. It is very likely that he is not serious; Trump tends to say things he couldn’t possibly mean. … Read More
Semiconductor capital spending slow in 2016
The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC) which… Read More
Shifting Asia Electronics Production
Japan emerged as the largest supplier of consumer electronics in the 1980s. The Japan surge was driven by lower cost labor than in the U.S. and Europe as well as innovative products from companies such as Sony, Toshiba and Panasonic (formerly Matsushita). By the 1990s much consumer electronics production shifted to South Korea… Read More
How China can Lead in the Semiconductor Industry
Since a few years China has been very aggressive in acquiring semiconductor companies around the world. Last year, Chinese government along with PE (Private Equity) and other investors in China announced an ambitious plan under which more than $150 billion were to be invested over next 5 to 10 years in developing semiconductor… Read More
Semiconductor, Oil, and GDP – Correlated? What’s Expected?
In last 3 decades of semiconductor market, the largest growth in IC sales was at 33% in 2010. At that time global recession had started due to financial crisis and in 2009 oil prices fell more than 30%. It appeared that oil prices were negatively correlated with semiconductor market growth. Today again there is another sharp decline… Read More
Smart Phones and the Chinese Marketplace
My first mobile phone was from Motorola and it was fondly called the “brick phone” because of its crude shape. That phone helped me be more efficient while living and working in Silicon Valley, because long commute times in the car were common. At one time Motorola was the best-selling mobile phone brand in the world,… Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More