A Brief History of Semiconductor IP

A Brief History of Semiconductor IP
by Daniel Nenni on 08-12-2012 at 7:00 pm

It is important to note that the System On Chip (SoC) revolution that is currently driving mobile electronics has one very important enabling technology and that is Semiconductor Intellectual Property. Where would we be without the $6B+ commercial semiconductor IP market segment? Computers and phones would still be on our desks… Read More


Qualcomm Acquires Intel’s Playbook

Qualcomm Acquires Intel’s Playbook
by Ed McKernan on 08-10-2012 at 12:00 pm

The Mobile Tsunami wave has yet to crest and the surfers strong enough to mount it are dwindling fast to the dismay of market watchers and experienced analysts. The distraction of these past few days is the courtroom drama being played out between the sumo wrestlers, Apple and Samsung, which in the end will not result in a cessation… Read More


"Death of Equities" = A Silicon Valley Revival

"Death of Equities" = A Silicon Valley Revival
by Ed McKernan on 08-08-2012 at 12:00 pm

Bill Gross, founder and co-chief investment officer of PIMCO, the world’s largest Bond Fund, recently declared, “We’re Witnessing the Death of Equities.” Contrarians should take note as Gross made a similar calling 10 days before the previous major stock market bottom on March 9[SUP]th[/SUP] 2009. For Entrepreneurs and Venture… Read More


Traditional Model of Funding Semiconductor Equipment is Broken?

Traditional Model of Funding Semiconductor Equipment is Broken?
by Paul McLellan on 08-07-2012 at 7:30 pm

At Semicon a few weeks ago the big news was that Intel was making a big investment in ASML as a way of funding two development programs: extreme ultra-violet (EUV) and 450mm wafers. This week TSMC announced that they would join the program too, committing 275M Euros over a five year period. They are also taking a 5% stake in ASML. ASML… Read More


How the Apple-Samsung Duel Will Lead to Wintel 2.0

How the Apple-Samsung Duel Will Lead to Wintel 2.0
by Ed McKernan on 08-02-2012 at 11:00 am

The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled… Read More


The Coming Battle for AMD’s x86 Hidden Cache

The Coming Battle for AMD’s x86 Hidden Cache
by Ed McKernan on 07-30-2012 at 10:58 am

Not yet a year into Rory Read’s term and the AMD board must be considering that the value of the x86 patents and engineering talent is worth much more than the stocks $3B valuation and easier to fathom putting on the auction block than continuing to sell $25 processors into the back channels of China and the Developing World. As I read… Read More


ARM and TSMC Beat Revenue Expectations Signaling Strength in a Weakening Economy?

ARM and TSMC Beat Revenue Expectations Signaling Strength in a Weakening Economy?
by Daniel Nenni on 07-25-2012 at 11:00 am

Fabless semiconductor ecosystem bellwethers, TSMC and ARM, buck the trend reporting solid second quarters. Following “TSMC Reports Second Highest Quarterly Profit“, the British ARM Holdings “Outperforms Industry to Beat Forecasts“. Clearly the tabloid press death of the fabless ecosystem claims… Read More


How has 20nm Changed the Semiconductor Ecosystem?

How has 20nm Changed the Semiconductor Ecosystem?
by Daniel Nenni on 07-15-2012 at 7:30 pm


What does mango beer have to do with semiconductor design and manufacturing? At a table of beer drinkers from around the world I would have never thought fruity beer would pass a taste test, not even close. As it turns out, the mango beer is very good! Same goes for 20nm planar devices. “Will not work”, “Will not yield”, “Will not scale”,… Read More


Intel Opens a New Front with ASML

Intel Opens a New Front with ASML
by Ed McKernan on 07-10-2012 at 4:00 pm

Behind great humor often lies irony. In the midst of a struggle by the European Union to extract $1.3B from Intel in an ages old Anti-Trust case, the latter makes a strategic move to embolden the Dutch firm ASML to accelerate the development of 450mm and EUV and thus save a continental jewel. What now say EU? When disfunction and bankruptcy… Read More


Intel Goes Vertical to Guarantee PC Growth

Intel Goes Vertical to Guarantee PC Growth
by Ed McKernan on 07-07-2012 at 8:30 pm

A Bloomberg article from early July caught my eye as it portends further changes in the competitive mobile market landscape. Intel is now in the business of paying Taiwanese panel suppliers to ensure the supply of touch-screen panels for PC ultrabooks. In essence it says that to win in the PC market, Intel has to mimic Apple and go … Read More