The Capital Lite Semiconductor Model

The Capital Lite Semiconductor Model
by Paul McLellan on 05-07-2013 at 8:05 pm

For a couple of years the GSA has had working group looking at funding of semiconductor investment. There is a general feeling, which I share, that it is hard to get a fabless semiconductor company off the ground (nobody would dream of trying to create one with a fab these days) due to the size of the investment and the relatively long… Read More


MOS-AK/GSA Munich Workshop

MOS-AK/GSA Munich Workshop
by Daniel Nenni on 04-29-2013 at 4:06 pm

The MOS-AK/GSA Modeling Working Group, a global compact modeling standardization forum, completed its annual spring compact modeling workshop on April 11-12, 2013 at the Institute for Technical Electronics, TUM, Munich. The event received full sponsorship from leading industrial partners including MunEDA and Tanner EDA.… Read More


GSA European Executive Forum

GSA European Executive Forum
by Paul McLellan on 04-27-2013 at 9:58 am

The first week of June is DAC in Austin of course. But over in Europe, the Wednesday and Thursday of that week, June 5-6th is the GSA European Executive Forum, bringing C-level executives together from all over Europe. It actually runs from 2pm on Wednesday until about 2pm on Thursday including a VIP dinner on Wednesday evening sponsored… Read More


Moore, or More Than Moore?

Moore, or More Than Moore?
by Paul McLellan on 04-19-2013 at 12:05 pm

Yesterday was the 2013 GSA Silicon Summit, which was largely focused on contrasting what advances in delivering systems will depend on marching down the ladder of process nodes, and which will depend on innovations in packaging technology. So essentially contrasting Moore’s Law with what has come to be known as More Than… Read More


GSA Silicon Summit: More than Moore

GSA Silicon Summit: More than Moore
by Paul McLellan on 04-05-2013 at 2:32 pm

The theme of this year’s GSA Silicon Summit is More than Moore. This has become a sort of catchall phrase for technologies other than simply moving to the next process node. The summit is on April 18th at the computer history museum (1401 Shoreline Blvd). Registration takes place at 9am and the actual sessions start at 9.45am.… Read More


April 17-19: Overbooked!

April 17-19: Overbooked!
by Paul McLellan on 04-01-2013 at 4:23 pm

For three days in a couple of weeks time there is a crash of conferences, spread out all over the extended Bay Area.

Firstly, from 17-19th April at the Santa Clara Hyatt is the Linley Mobile Conference. This covers all things microprocessor in the mobile industry. Details of the conference including the full agenda are here. The conference… Read More


Dan Niles Economic Review: Q1 is the Bottom

Dan Niles Economic Review: Q1 is the Bottom
by Paul McLellan on 03-29-2013 at 7:38 pm

Every quarter GSA runs a webinar with Dan Niles of Alpha One Capital Partners on what the semiconductor outlook is. He doesn’t actually focus on the semiconductor industry itself, demand for chips is really driven by economic conditions in the major markets around the world. People who are unemployed, or in Cyprus, don’t… Read More


A Brief History of the Foundry Industry, part 2

A Brief History of the Foundry Industry, part 2
by Paul McLellan on 03-10-2013 at 8:05 pm

Part 1 here.

The line between fabless semiconductor companies and IDMs has blurred over the last decade. Back in the 1990s, most IDMs manufactured most of their own product, perhaps using a foundry for a small percentage of additional capacity when required. But their own manufacturing was competitive, both in terms of the capacity… Read More


How We Got Here…

How We Got Here…
by Paul McLellan on 01-22-2013 at 12:54 pm

Over at the GSA Forum website I have an article on the history of the semiconductor industry. It is actually based on a couple of brief history of semiconductor blogs (here and here) I published here on SemiWiki last year but edited down a lot and tightened up.

Since the start of the year seems to be the time for predictions, here are the… Read More


A Brief History of the Fabless Semiconductor Ecosystem

A Brief History of the Fabless Semiconductor Ecosystem
by Daniel Nenni on 12-05-2012 at 7:00 pm

Clearly the fabless semiconductor ecosystem is driving the semiconductor industry and is responsible for both the majority of the innovation and the sharp decline in consumer electronics costs we have experienced. By definition, a fabless semiconductor company does not have to spend the time and money on manufacturing related… Read More