2017 in Review and 2018 Forecast

2017 in Review and 2018 Forecast
by Daniel Nenni on 12-30-2017 at 7:00 am

Image RemovedThis has been an amazing year for me both personally and professionally. Personally we are now empty nest and have our first grandchild. SemiWiki is prospering, a company that I have been involved with for ten years (Solido Design) had a very nice exit, and my time promoting semiconductor stocks to Wall Street paid … Read More


2017 Semiconductor Dead Pool

2017 Semiconductor Dead Pool
by Daniel Nenni on 01-05-2017 at 12:00 pm

Image RemovedIn 2015 we saw $85B in semiconductor acquisition activity and in 2016 there was more than $110B. Given 2015 and 2016 were relatively flat years for the $335B semiconductor industry and 2017 looks like more of the same we should expect consolidation to continue, absolutely.

So, let’s come up with a list of companies … Read More


Who Leads Semiconductor Innovation?

Who Leads Semiconductor Innovation?
by Pawan Fangaria on 02-25-2015 at 5:30 pm

Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More


Fab-U-Less! The 2013 Global Semiconductor Awards!

Fab-U-Less! The 2013 Global Semiconductor Awards!
by Daniel Nenni on 12-17-2013 at 9:00 pm

Image RemovedIt was a dinner with more than a thousand semiconductor professionals from around the world keynoted by Author and Editor in Chief of Forbes Magazine Steve Forbes. What more could a humble blogger ask for? Even at $250 a plate it was well worth it just to mingle amongst the people who make this industry so great.

Global
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Efficient Handling of Timing ECOs

Efficient Handling of Timing ECOs
by Daniel Nenni on 05-29-2013 at 8:00 pm

Today, in the design of any type of system on chip (SoC), timing closure is a major problem and it only gets worse with each new, and more advanced process technology. Timing closure is closely inter-leaved with power and clock design. The complexity of achieving closure rises sharply with increasing design density and advancing… Read More


Intel’s Fait Accompli Foundry Strategy

Intel’s Fait Accompli Foundry Strategy
by Ed McKernan on 04-05-2012 at 1:09 am

Image RemovedAs many analysts have noted, it is difficult to imagine what Intel’s foundry business will look like one, two or even three years down the road because this is all new and what leading fabless player would place their well being in the hands of one who is totally new at the game. I would like to suggest there is a strategy … Read More


Huawei and Intel Redrawing the New Mobile Playing Field

Huawei and Intel Redrawing the New Mobile Playing Field
by Ed McKernan on 02-28-2012 at 7:22 pm

Image RemovedThis time is differentis a book that was released just months before the financial crises in 2008 describing hundreds of historical cases where smart people ended up making disastrous decisions over the span of 800 years that led to government defaults, banking panics etc… In the semiconductor industry, we also … Read More


What products shown at CES will drive electronics and semiconductor growth in 2012?

What products shown at CES will drive electronics and semiconductor growth in 2012?
by Bill Jewell on 01-17-2012 at 11:20 am

Image RemovedThe International Consumer Electronics Show (CES) last week in Las Vegas, Nevada was the largest in history, with over 3,100 exhibitors and over 153,000 attendees – over 20% international. Hopefully this was a good sign of a solid recovery in the electronics and semiconductor industries. The major Japanese and Read More