The cost trend for leading edge semiconductor technologies is a subject of some controversy in the industry. Cost is a complex issue with many interacting factors and much of the information out in the industry is in my opinion misleading or incorrect. In this article, I will discuss each of the factors as well as present a view of … Read More
Tag: intel
Flex Logix is a Different Kind of IP Company!
The embedded FPGA business has been getting quite a bit of press lately so it is definitely worth a closer look. Intel started it all when they acquired the #2 FPGA company Altera for $16.7B last year. Microsoft is also a big FPGA fan for search and deep learning. In fact, Microsoft’s commitment to FPGAs, specifically Altera FPGAs,… Read More
Fabless and IDMs Training up on Integrated Photonics
I had the good fortune to be able to attend a very informative five-day photonic integrated circuit (PIC) training this last week in Santa Clara, CA. The training was organized by Erik Pennings of 7 Pennies consulting and hosted by Tektronix. Several ecosystem partners from the design automation, photonic foundries and photonic… Read More
Cadence Design Secures Photonic Beachhead
I had the privilege to attend a five-day PIC (photonic integrated circuit) training hosted by 7-Penniesand Tektronix in San Jose, CA this week. This training was quite comprehensive and covered photonic materials and platforms, design automation, fabrication, packaging and test. It also included invited talks from photonic… Read More
Is FPGA Intel Next Big Thing for IoT ?
I write this article in reaction to another article from Seeking Alpha titled “Intel Next Big Thing”. I have extracted this from the article:
The IoT space is growing rapidly with the advent of connected cars, smart homes and a variety of connected devices and appliances. However, before a full-blown ecosystem around these devices… Read More
3 Steps To Choosing The Right IoT Vendor
There are thousands of contrasting IoT vendors in the market today. A strong push from hardware companies, communication providers, independent software vendors, system integrators, startups and IoT cloud platforms (of which there are360+ competing providers in this market alone) has resulted in a complex and confusing … Read More
2016 semiconductor capex highest in 5 years
Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
The Fabless Empire Strikes Back, Global Foundries and Cadence make moves into Integrated Photonics!
In August I wrote an article proclaiming Score 1 for IDMs vs Fabless and discussedIntel’sannouncement of volume production of their 100G PSM4 and 100G CWDM4 transceiver products.
This week the Fabless Empire strikes back.Daniel Nenni and I attended a two-day Photonic Summit and workshop hosted by Cadence Design, PhoeniX Software… Read More
CEO Interview: Geoff Tate of Flex Logix
This is the second in series of interviews we will do with executives inside the fabless semiconductor ecosystem. Geoff Tate was the founding CEO of Rambus and is now CEO and co-founder of Flex Logix (embedded FPGA). This one should be of great interest due to the recent $16.7B acquisition of Altera by Intel. We all now know the importance… Read More