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Probably one of the most anticipated semiconductor investor calls was held last week and it did not disappoint. It was Lip-Bu Tan’s first full quarter since he took over as CEO. In the resulting discussions on the SemiWiki Forum I am viewed as overly optimistic of Intel’s recent pivot. That is true, I am optimistic, but my observations… Read More
Those of us who spend a lot of time at EDA marketing events cannot help but notice the dramatic shrinking of the floor space, and to some extent attendance, at the major EDA shows such as DAC and DATE. DAC used to occupy both the north and south halls of Moscone Center when in San Francisco, but now only takes up one hall. So, I did not have… Read More
