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
Qualcomm LTE Modem Competitors? Samsung, Intel, Mediatek, Spreadtrum, Leadcore… or simply CEVA!
What is common between the 4G LTE modems from Samsung, Intel, Mediatek, Spreadtrum or Leadcore? All these chips are architecture with CEVA XC4000 family supporting 4G LTE-Advanced, LTE, HSPA/+, W-CDMA, TD-SCDMA, and legacy GSM/GPRS/EDGE. Samsung organization is vertical, the company design and manufacture DRAM, NAND and… Read More
SoCs in New Context Look beyond PPA
If we look back in the last century, performance and area were two main criteria for semiconductor chip design. All design tools and flows were concentrated towards optimizing those two aspects. As a result, density of chips started increasing and power became a critical factor. Now, Power, Performance and Area (PPA) are looked… Read More
Who Leads Semiconductor Innovation?
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
Can Android1 Lead the Way for Google in New Smartphone Market?
I had been wanting to write about it since Google’sbig bang announcement of Android1 in India in Sep this year and their associated strategy to capture some of the large pockets of Smartphone market within a matured or declining cell phone market and maturing overall market of Smartphone. Since I wrote my last article hereon maturation… Read More
TSMC (TSM) is Having Another SoC Year!
TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More
Intel is Still Missing Mobile!
Paul McLellan was on assignment in Hong Kong last week so I attended the Linley Mobile Conference and was not surprised Intel did not present. During the networking sessions I asked more than a dozen people why and the answers were pretty focused on “Intel still does not play well with others” and “Intel’s current mobile offerings… Read More
Fab-U-Less! The 2013 Global Semiconductor Awards!
It 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 Semiconductor… Read More
Fujitsu, Mediatek, Richtek and Synopsys om Custom IC Design
Synopsys has been acquiring EDA and IP companies at a fast clip over the past few years and it’s often made me wonder how they are going to craft a coherent tool flow for custom IC design. At DACthis year I learned that for schematic capture the winning tool is Custom Designer SE– a relatively new tool, while the IC layout… Read More