Whenever a market matures, either it gets plagued by substitutes or it looks for complementary products or technologies which can fuel its maturation curve into further growth opportunities. While PCs and Notebooks got substituted by smartphones, there is no other device in foresight to substitute smartphones. The reason … Read More
Tag: cisco
Is the Chief IoT Barrier Privacy?
The World Affairs Council event, The Internet of Things: Global Implications of Merging the Physical and Digital Worlds, was hosted by Cadence last week. One thing I can tell you is that Cadence sure does know how to throw a party! They had me at free food and beer but the topic was also of great interest since my next project will involve… Read More
TSMC Will Own the Internet of Things!
In my quest to uncover the future of the semiconductor industry I was quite impressed by the executive presentations at the TSMC Symposium last week. Rick Cassidy opened the 20[SUP]th[/SUP] Annual TSMC Technology Symposium followed by Dr. Mark Liu, Dr. Jack Sun, Dr. Cliff Hou, J.K Wang, Dr. V.J. Wu, and Suk Lee. A variety of topics… Read More
Physically Aware Synthesis
Yesterday Cadence had their annual front-end summit, the theme of which was physically aware design. I was especially interested in the first couple of presentations about physically aware synthesis. I joined Cadence in 1999 when they acquired Ambit Design Systems. One of the products that we had in development was called PKS… Read More
Taiwan Semiconductor Tries To Pull A FinFAST One!
This completely misleading title is from a Seeking Alpha (SA) article, a stock investment version of the National Enquirer. As I mentioned inA Call to ARMs, fame and fortune seeking SA Authors make a penny per click so sensationalism sells. The article is not worth your time so I will save you the click and skip to the misguided conclusion:… Read More
Intel and Altera Sign on for 14nm
The announcement today that Intel will be a Foundry for Altera at 14nm is a significant turning point for the Semiconductor Industry and Intel’s Foundry fortunes of which the full ramifications are not likely to be understood by analysts. As a long time follower of Intel and a former co-founder of an FPGA startup (Cswitch), it has… Read More