TSMC OIP Ecosystem Forum 2017 Preview!

TSMC OIP Ecosystem Forum 2017 Preview!
by Daniel Nenni on 08-23-2017 at 12:00 pm

The TSMC OIP Ecosystem Forum is upon us again. I have yet to meet a disappointed attendee so it is definitely worth your time: Networking with more than 1,000 semiconductor professionals, the food, mingling with the 50+ EDA, IP, and Services Companies, the food, and of course the content. The 7nm and 7nm EUV updates alone are worth… Read More


Memory drives semiconductor boom in 2017

Memory drives semiconductor boom in 2017
by Bill Jewell on 06-03-2017 at 7:00 am

The semiconductor market was down 0.4% in first quarter 2017 from 4Q 2016 and up 18.1% from a year ago, according to World Semiconductor Trade Statistics (WSTS). The 0.4% decline in 1Q 2017 versus 4Q 2016 is strong compared to an average 4% decline from 4Q to 1Q over the previous five years. The relative strength in 1Q 2017 was driven… Read More


Intel Spreadtrum ARM SoCs

Intel Spreadtrum ARM SoCs
by Daniel Nenni on 12-27-2016 at 12:00 pm

In June of 2013 Edward Snowden copied and leaked classified information from the National Security Agency (NSA). His actions exposed numerous surveillance programs that many governments around the world reacted to, including China. In September of 2013 China Vice Premier Ma Kai declared semiconductors a key sector for the … Read More


5 of the Top 20 Semiconductor Suppliers to Show Double-Digit Gains in 2016!

5 of the Top 20 Semiconductor Suppliers to Show Double-Digit Gains in 2016!
by Daniel Nenni on 11-15-2016 at 4:00 pm

Semiconductor Market Researcher IC Insights released an update to the 2016 semiconductor sales forecast which is interesting on many different levels. It really has been an exciting year for the semiconductor industry, absolutely. Two of the stars of this year’s report happen to be two of my favorite fabless companies, Nvidia… Read More


MediaTek is on the Move with TSMC!

MediaTek is on the Move with TSMC!
by Daniel Nenni on 08-23-2016 at 4:00 pm

MediaTek (MTK) recently made the news for announcing their first leading edge SoC (Helio X30), a 32% increase in quarter over quarter sales, and an expected 30% increase for the year. Both of which deserve a closer look as we move into the second half of 2016 which should be very strong for MTK TSMC, and the fabless semiconductor ecosystem.… Read More


Semiconductors negative in 2016, positive in 2017

Semiconductors negative in 2016, positive in 2017
by Bill Jewell on 08-17-2016 at 12:00 pm

Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.

Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More


A Chinese smartphone drill in progress

A Chinese smartphone drill in progress
by Don Dingee on 07-27-2016 at 4:00 pm

One of our astute readers caught what looks like a major gaffe in the Linley Group mobile conference presentations from this week. It’s another indication of the speed of change in mobile markets and the instability that is giving Apple and others heartburn.

Here’s the chart in question:


The point of contention is who, exactly, … Read More


More Details on the Smartphone and Wearables Market

More Details on the Smartphone and Wearables Market
by Daniel Nenni on 07-26-2016 at 4:00 pm

The Linley Mobile Conference opened today with a nice keynote overview of the mobile market evolution. In the media I see a lot of doom and gloom articles about smartphones and wearables but if you look at it closely you will see a natural growth curve evolving.

The mobile semiconductor market is evolving as vendors split their focusRead More


IC and System Design for Mobile and Wearable Devices!

IC and System Design for Mobile and Wearable Devices!
by Daniel Nenni on 07-16-2016 at 7:00 am

The Linley Mobile and Wearable Conference is coming up so let’s take a look at what is in store for us. Bernard Murphy, Tom Simon, and I will be covering the event live for SemiWiki and we will also be doing a book giveaway/signing for our new “Prototypical” book (compliments of S2C Inc.) during the networking event on Tuesday evening.… Read More