2018 Semiconductor Winners and Losers

2018 Semiconductor Winners and Losers
by Daniel Nenni on 09-12-2018 at 7:00 am

Image RemovedThis is an ongoing conversation inside the semiconductor ecosystem, especially when I am traveling. Everyone wants to know what is going on here or there and since I just returned from Taiwan I will post my thoughts. Last week was also my birthday which was cut short due to the time change but I did get preferential treatment… Read More


Qualcomm Continues to Mislead its Own Stockholders

Qualcomm Continues to Mislead its Own Stockholders
by Daniel Nenni on 02-12-2018 at 7:00 am

The war of words continues between Broadcom and Qualcomm and the stock analysts still seem to be split on the merger. Please note that Broadcom is proposing to merge with Qualcomm instead of a tender offer which is what Qualcomm has proposed for the acquisition on NXP. Same result but two very different approaches. Another interesting… Read More


Broadcom Versus Qualcomm Update

Broadcom Versus Qualcomm Update
by Daniel Nenni on 01-15-2018 at 7:00 am

The Broadcom acquiring Qualcomm drama is still dominating the fabless semiconductor back channel. This week I will be at the SEMI ISS Conference with Scott Jones and several hundred high level semiconductor professionals so it will be interesting to hear the hallway chatter. When it was first announced I was in the minority in … Read More


Will Broadcom become a Chipzilla or is the deal DOA?

Will Broadcom become a Chipzilla or is the deal DOA?
by Robert Maire on 11-11-2017 at 6:00 am

The Broadcom bid for Qualcomm is the biggest, boldest semiconductor deal to date. Just when we thought semi M&A was cooling off, this deal is a years worth of deals rolled into one. Not only does this deal upset the current balance between chip suppliers and customers, it would create a giant entity smack in the middle of IOT, AI,… Read More


TSMC: Semiconductors in the next ten years!

TSMC: Semiconductors in the next ten years!
by Daniel Nenni on 10-23-2017 at 6:00 am

Image RemovedThe TSMC 30[SUP]th[/SUP] Anniversary Forum just ended so I will share a few notes before the rest of the media chimes in. The forum was live streamed on tsmc.com, hopefully it will be available for replay. The ballroom at the Grand Hyatt in Taipei was filled with cameras, semiconductor executives, and security personnel.… Read More


Xilinx is Killing Altera!

Xilinx is Killing Altera!
by Daniel Nenni on 06-28-2016 at 4:00 pm

Image RemovedAt a recent outing with FPGA friends from days gone by, the long running Xilinx vs Altera debate has come to an end. The bottom line is that Xilinx has used the FUD (fear, uncertainty, and doubt) of the Intel acquisition quite effectively against Altera and is racking up 20nm and 16nm design wins at an alarming rate. It … Read More


Dinner with the Man who is Reshaping the Semiconductor Industry!

Dinner with the Man who is Reshaping the Semiconductor Industry!
by Daniel Nenni on 10-07-2015 at 4:00 pm

The recent mega acquisition of Broadcom Corp by Avago can be traced all the way back to Silicon Valley stalwart Hewlett Packard (founded in a two car Palo Alto garage in 1939). Even more interesting is the man behind the acquisition and how he got to where he is today.Image RemovedAvago began as the semiconductor products division… Read More


Is Avago Chip Industry’s Cisco?

Is Avago Chip Industry’s Cisco?
by Majeed Ahmad on 06-04-2015 at 3:00 pm

If Ford is a reference model for value chain in the Industrial Age, Cisco is the icon of the twenty-first-century digital economy. The networking gear maker, who achieved phenomenal growth with the rise of the Internet, has been remarkably successful in snapping up and integrating scores of companies for products it could not … Read More