TSMC (TSM) is Having Another SoC Year!

TSMC (TSM) is Having Another SoC Year!
by Daniel Nenni on 06-18-2014 at 9:00 am

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!

Intel is Still Missing Mobile!
by Daniel Nenni on 05-07-2014 at 9:00 am

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!

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

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
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Fujitsu, Mediatek, Richtek and Synopsys om Custom IC Design

Fujitsu, Mediatek, Richtek and Synopsys om Custom IC Design
by Daniel Payne on 06-24-2013 at 3:01 pm

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