I recently received a copy of a book entitled Silicon Photonics III (Amazon) and while perusing the book I was captured by the first chapter entitled ‘Silicon Optical Interposers for High-Density Optical Interconnects’. The chapter covered the work of a team in Japan on an idea they termed “on-chip servers” and “on-board data … Read More
Tag: fabless
GSA Awards Dinner: Be Mindful!
The GSA Awards Dinner is the semiconductor version of the Oscars. Lights, cameras, and there is certainly plenty of action. This year there were close to 1,500 people to celebrate the semiconductor industry and all of our accomplishments so it is a networker’s paradise. Quite a few people mentioned purchasing our new book and photos… Read More
IDMs are Much Ahead of Fabless Semicon Companies
In a balancing global economy, it’s a common phenomenon that at certain times a few sectors or segments within the sectors grow much faster compared to others. And a few companies within the growing sectors lead those sectors. Both the growing sectors and the leading companies in those sectors become the centers of attraction. … Read More
Xilinx Skips 10nm
At TSMC’s OIP Symposium recently, Xilinx announced that they would not be building products at the 10nm node. I say “announced” since I was hearing it for the first time, but maybe I just missed it before. Xilinx would go straight from the 16FF+ arrays that they have announced but not started shipping, and to the… Read More
TSMC OIP: What to Do With 20,000 Wafers Per Day
Today it is TSMC’s OIP Ecosystem Innovation forum. This is an annual event but is also a semi-annual update on TSMC’s processes, investment, volume ramps and more. TSMC have changed the rules for the conference this year: they have published all the presentations by their partners/customers. Tom Quan of TSMC told… Read More
eSilicon Truly Puts the ‘e’ in Silicon
eSilicon have a new website. Companies update their websites regularly, so why is this news? Well, eSilicon increasingly does their business on the web. They are not like Facebook, say, where their business is entirely web-based, there is a physical business behind them. So they are more like Lyft for chips. Obviously Lyft requires… Read More
TSMC is the Top Dog in Pure-Play Foundry Business
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
eSilicon@Samsung: ASIC Design, IP Enablement, and Cloud Platform
Earlier this week at DAC, Javier DeLaCruz of eSilicon presented at the Samsung booth. They presented an introduction to what eSilicon does. However, since what they do has changed over the years it is useful to recap. If you know about eSilicon then you probably think of them as a fabless ASIC company. The old ASIC model back in the … Read More
Changing Trends at the Top of Semicon Space
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
Synopsys Earnings Call
Synopsys had their earnings announcement and call last week. They were good. In Aart’s own words:I’m happy to report that our second quarter results were very strong and solidify our outlook for the full year. We delivered revenue of $557 million, non-GAAP earnings per share of $0.68 and $155 million in operation cash flow.… Read More