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
Tag: intel
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
One line of macOS code could cap a 20-year pivot
When Steve Jobs made it clear at the 1997 Apple Worldwide Developer Conference he was taking back his company, he tossed the now famous line in his opening monologue: “Focusing is about saying no.” Approaching 20 years later, that decision still reverberates.… Read More
Processors, Processors, Processors Everywhere
At first glance a processor conference might seem a bit arcane, however we live in an era where processors are ubiquitous. There is hardly any aspect of our lives that they do not touch in some way. Last week at the Linley Processor Conference the topics included deep learning, autonomous driving, energy, manufacturing, smart cities,… Read More