We all knew this quarter would be big but maybe not this big. Not all good news though so keep on reading. The news coverage is all over the map, mostly because they have no idea what a pure-play foundry really is. They also underestimate the power of mobile computing which should be a “Revenue by Application” market segment itself. … Read More
First, I must say that I’m biased. I like Cheerleaders, they are lots of fun, I even married one. Second, I’m not a fan of Peggy Aycinena. She has been on her EDA feminist rant for years now and I have been targeted multiple times. My solution has been to ignore her and any publication that supports her but this time she has gone too far.… Read More
TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!
Per my … Read More
