In June of 2013 Edward Snowden copied and leaked classified information from the National Security Agency (NSA). His actions exposed numerous surveillance programs that many governments around the world reacted to, including China. In September of 2013 China Vice Premier Ma Kai declared semiconductors a key sector for the … Read More
Tag: china
Always-On IoT – FDSOI’s Always Better? What About Wafers? (Questions from Shanghai)
Mahesh Tirupattur, EVP at low-power SERDES pioneer Analog Bits lead off the panel discussion at the recent FD-SOI Forum in Shanghai with the assertion that for anything “always on” in IoT, FD-SOI’s always better. They had a great experience porting their SERDES IP to 28nm FD-SOI (which they detailed last spring – see the ppt here… Read More
GloFo’s 12nm FD-SOI: why it makes headlines in China
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
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