The world semiconductor market in 2012 was $292 billion – down 2.7% from $300 billion in 2011, according to WSTS. The 2012 decline followed a slight gain of 0.4% in 2011. Fourth quarter 2012 was down 0.3% from third quarter. The first quarter of the 2013 will likely show a decline from 4Q 2012 based on typical seasonal patterns and the… Read More
It has been a year since my article Semiconductor Landscape in Jan 2012 I wanted to look back into the major events over the year and then anticipate what’s in store going forward. What has happened over the year is much more than what I could foresee. Major consolidation in EDA space – Synopsys acquired Magma, SpringSoft, Ciranova,… Read More
We’ve gone through two decades where the PC market made the rules for technology. The industry faces a question now: Can a new technology go mainstream without the PC?
By now, you’ve certainly read the news from Cadence on their DDR4 IP for TSMC 28nm. They are claiming a PHY implementation that exceeds the data rates specified for … Read More
Micron recently was awarded patents related to ReRAM. As everyone knows, patents are the lifeblood of technology based industries and the memory business is no different. But what can you learn from a patent? In the first of a series of Blogs, Christie Marrian moderator of the ReRAM-Forum asks that question in the context of patents… Read More
At DesignCon earlier this year, Tim Hollis of Micron gave an interesting presentation on 3D memories. For sure the first applications of true 3D chips are going to be stacks of memory die and memory on logic. The gains from high bandwidth access to the memory and the physically closer distance from memory to processor are huge.
Micron… Read More
We received some good feedback from our article on Intel’s Back to the Future Buy of Micron and I thought I would present another story line that gives readers a better perspective of what may be possibly coming down the road. In this case, it is the story of AMD and Samsung partnering to counter Intel’s platform play with Micron. The… Read More
In an interview that Gordon Moore gave in early 2000, the former co-founder of Intel recounted how they abandoned the DRAM market in the early 1980s in order to exit the increasingly unprofitable business and focus on the promising, yet still young x86 processor market. Intel was also home to EEPROM and NOR Flash, two memory technologies… Read More
