I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More
The cell phone phenomena has catalyzed the technology growth and coaxed the hardware and software to work more closely. The Apple effect further directed this technology growth to focus on enhanced user experience. The emphasis has been primarily on the display and touch aspects of the designs with limited adoption on other areas.… Read More
The world semiconductor market in 2012 was $292 billion – down 2.7% from $300 billion in 2011, according to WSTS. The 2012 decline followed a slight gain of 0.4% in 2011. Fourth quarter 2012 was down 0.3% from third quarter. The first quarter of the 2013 will likely show a decline from 4Q 2012 based on typical seasonal patterns and the… Read More
Thanks to Paul, who has shared EDAC resultsfor Q3 2011, we can see that Silicon IP has definitely passed CAE revenue! It does not appears clearly ($410 million for IP, 566.7 for CAE), but when you consider that ARM, among many other IP vendors, is not part of EDAC, it’s easy to see that SIP revenue is higher than CAE (ARM revenue for 2010… Read More
For the 20[SUP]th[/SUP] anniversary of IP-SoC, we had about ten presentations, most being really interesting; the conference has provided globally a very good level of information, speakers coming from various places like China, Belarus, The University of Aizu (Japan), University of Sao Paulo (Brazil), Silesian and Warsaw… Read More
The economic news lately has been bleak. U.S. GDP grew at an anemic 0.4% in 1Q 2011 and 1.0% in 2Q 2011 – leading to increased concerns about a double-dip recession. High government debt levels in the U.S. and several European nations have contributed to volatile stock markets. The news does not seem to be any better for the semiconductor… Read More
