As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
Tag: intel
Semiconductor Acquisitions will Fuel Innovation!
Has the semiconductor world gone acquisition crazy? It certainly seems that way with the more than $60B in M&A activity which may now include Altera. We are probably getting close to the 80/20 rule where 80% of the semiconductor revenue is being generated by 20% of the companies. Not far off from where we were at 25 years ago when… Read More
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Will Dark Silicon Dictate Server Blade Architecture?
Does the evil sounding phenomenon known as Dark Silicon create a big opportunity for FPGA vendors as was predicted recently by Pacific Crest Securities? John Vinh posits that using multiple cores as a method of scaling throughput is flattening out, and the use of FPGA’s to perform computation can help off-load and thus overcome… Read More
A Key Partner in the Semiconductor Ecosystem
Often we hear about isolated instances of excellence from various companies in the semiconductor industry which contribute significantly in building the overall ecosystem. While the individual excellence is essential, it’s rather more important how that excellence is utilized in a larger way by the industry to create a ‘value… Read More
Intel and eASIC: Marriage or Just Good Friends?
A couple of days ago Intel announced a collaboration with eASIC. Here is the opening paragraph of the press release:Intel Corporation today announced plans to develop integrated products with eASIC Corporation that combine processing performance and customizable hardware to meet the increasing demand for custom compute … Read More
Quark Adds Muscle to Intel in the IoT World
We have been hearing about Intel’s Quark processor, which is based on its good old Pentium, making waves in IoT world. The CPU core of Quark is said to be the smallest in Intel. It is supposed to be inexpensive and extremely low in power; a perfect combination for IoT devices. The Pentium architecture equips the processor to perform… Read More
SoCs in New Context Look beyond PPA – Part2
In the first part of this article, I talked about some of the key business aspects along with some technical aspects like system performance, functionality, and IP integration that drive the architecture of an SoC for its best optimization and realization in an economic sense. In this part, let’s dive into some more aspects that… Read More
A Perfect Catalyst at the Right Time
There cannot be a product without a need. The need is the first essential aspect which has to be created or at least felt and then comes a slew of motivator factors including style quotient and fashion statements. It’s possible that a genuine but ill conceived need can be undermined by an overwhelming fashion statement although under-serving… Read More
Why Intel will Never Succeed in IoT Market?
Let me precise that by “IoT” I think about the IoT devices market, made of hundreds of application, wearable gadget to medical, home automation, and so on. One direct consequence of IoT (device) market explosion will be the strong growth of the server market (cloud), to transfer, compute and store information generated by the billions… Read More