The concept of platform-based design has been around a long time. I can recall Nokia’s early cell phone products used the strategy very effectively. They were able to turn out new phones quickly by leveraging their existing chip design as a baseline on which to add features. This is commonplace today but was innovative at that time.… Read More
On August 27, 2018, GLOBALFOUNDRIES (GF) announced that they were no longer going to compete in the race to the next smaller semiconductor node, at that time, the 7nm node. While surprising to some, on further analysis this move made sense. TSMC had announced its plan to invest around $25B in the 5nm technology node. GF revenue is … Read More
It has been almost five years since Marc Andreessen wrote the words, “Software is eating the world.” The premise of his essay in the Wall Street Journal in 2011 was pretty simple: the technology world has seen its intrinsic value shift from hardware to software. New all-software names have appeared on the list of high flying companies,… Read More
