For any semiconductor technology node to be adopted in actual semiconductor designs, the very first step is to have a Process Design Kit (PDK) developed for that particular technology node and qualified through several design tools used in the design flow. The development of PDK has not been easy; it’s a tedious, time consuming,… Read More
In the second installment of this series we reviewed the cost drivers that have enabled the semiconductor industry to continue to cost reduce the cost per transistor year after year. In the next three installments we will discuss the product specific issues beginning with this installment discussing DRAM.… Read More
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
The Applied Materials earnings call was last week. As usual I”m not all that interested in the financial details of the quarter and I’m certainly not the person to pick whether the stock is going to go up or down in the immediate future. However, there is always interesting information to be gleaned from the semiconductor… Read More
In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More
For a company to stand still and continually prosper even after facing several downturns in its career of 80+ years, and still move swiftly with strong commitment and confidence, its strategy has to be right and rock solid possessing sustainable competitive advantage, and of course it has to be an early mover in everything it does… Read More
To the surprise of nearly all observers and due to no extraordinary technological advancement, there is one true mobile winner of the past year and that is Micron, whose stock has soared in 2013 from $5 to $21. I know, you’re probably saying, “Micron, you can’t be serious.” Let’s run through the … Read More
Lately I was studying about new innovations in memory world such as ReRAM and Memristor. As DRAM (although it has become a commodity) has found its extensive use in mobile, PC, tablet and so on, that was an inclination too to know more about. While reviewing Cadence’s offering in memory subsystems, I came across this whitepaperwhich… Read More
I went to some of the JEDEC mobile conference a couple of weeks ago. The opening keynote was by Richard Wietfeld of Qualcomm called The Need for Speed.
He emphasized that smartphones are really setting the pace these days in all things mobile and internet. Over 1/3 of access is on smartphones now. Over 4/5 of searches on smartphones… Read More
With an estimated 7 billion connected devices, the demand for rich content, including video, games, and mobile apps is skyrocketing. Service providers around the globe are scrambling to transform their networks to satisfy the overwhelming demand for content bandwidth. Over the next few years, they will be looking to network… Read More
