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
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
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
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
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
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
Last week was the Linley Mobile Conference. Mobile is a huge semiconductor market and, outside of Intel, is the main driver for next generation process technologies. A new generation of mobile phones comes along, fills the leading edge fabs for a year or two and then moves on to the next generation. Nothing comes close to requiring… Read More
Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major foundries account for … Read More
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Intel Corp. is gaining discernible market share in the LTE chips business, and Qualcomm, the 800-pound gorilla in the mobile baseband market, suddenly looks in Intel’s crosshairs. A closer look at Intel’s journey from a mobile silicon underdog to the owner of a swelling LTE footprint shows that design ingredients… Read More
