In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More
A recent EETimes article about memory IP vendors reminded me to follow up on my blogs about IP companies, which I believe are the best investments in semiconductor design today. It is a fluff piece, Mark LaPedus briefly mentions ARM, Synopsys, Virage Logic, and Denali, but his analysis is right on the mark. There is definitely money… Read More
Years ago I bought my ancestral home, the house where my beloved grandparents lived, the place in which I grew up. It was more an emotional investment than a financial one, much more. After completely renovating it with my keyboard hardened hands, reliving much of my childhood, I joined the ranks of the slum lords and rented the house… Read More
