In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
In the ongoing debate over substantive use cases and the difference between we “can” do something and we “should” do something, technologists and the firms they work for may be all that stand between the rebirth of innovation and the decline of civilization.… Read More
How do I write about Apple so well? “I think of Steve Jobs, and I take away vision and creativity.” Please recognize that is a bit tongue in cheek, but I do think we are at a turning point where Apple is having a very hard time moving its loyal customers toward continued upgrades, and it is forcing them into unusual compromises.… Read More
When Gary Shapiro introduced Brian Krzanich for Intel’s keynote at #CES2016, he just possibly may have been the last person to say “Moore’s Law” outside of a museum ever again. Krzanich was about to take Intel into new territory, where “Copy Exactly” and tick-tock also don’t matter.… Read More
About 3 years ago, I had written an article about consolidation in the semiconductor landscape where I had articulated 4 main reasons of consolidation – Macroeconomics, Business Leadership, Technology Leadership, and IP leadership. Back then, based on the state of affairs in the semiconductor industry, I had also mentioned… Read More
Let’s start with yesterday evening, so technically yesterday. It was July 14th, which is the equivalent of Independence Day in France. So the perfect day for Leti, based in Grenoble, to present a lot of the work that they are doing on 3D “more than Moore” type technologies, including photonics. Also, wafer-scale… Read More
Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
What does the IoT mean for the next wave of Silicon Valley innovators? Looking at the previous waves of semiconductor economic development and the doctrine of “creative destruction” holds clues as to how this one develops and who emerges as the new leaders.
Given seven decades of progress, it may seem semiconductor firms on top … Read More
Every industry has famous thought leaders that can summarize where we’ve been and then paint a picture of where we’re headed towards in the future. Often they make statements that become industry expressions, like “Moore’s Law” or the “Internet of Things”. I think that if Synopsys… Read More
“Failure to plan is planning to fail.” If that is true – and it has been quoted verbatim or slightly modified so many times throughout modern history, there has to be some truth – why does most of the engineering community seem to detest planning so much?
Engineering planning doesn’t mean whipping out a block diagram or pseudo code,… Read More
