Earlier this week it was the Synopsys user group meeting SNUG. Not just any old SNUG but the 25th Annual SNUG. The first one was 15th March 1991 and was attended by 100 people. At the time, Synopsys had annual revenues of $22M. This year, the various SNUGs around the world will have a total attendance of 10,000 people and Synopsys revenue… Read More
1964 Vision, Volume and Moore’s Law
The 1964 New York World’s Fair saw Lee Iacocca, then a young 40 year old General Manager, introduce a car that inspired “total performance” and was for a “young America out to have a good time.” This young America would become the baby boomer generation. The Mustang was revolutionary in its affordability,… Read More
In previous posts, we discussed the growing set of challenges and threats faced by the semiconductor industry. From saturating & stagnant systems markets to the gears starting to seize up in that engine of growth we’ve been calling Moore’s Law, chip revenues are – with the exception of memory price boosts from supply… Read More
I just came across and interesting video from last year’s Hot Chips conference. Dr. Robert Colwell of DARPA discusses how the processor design industry is likely to change after it becomes too difficult to continue scaling transistors to ever-smaller dimensions. This is likely to occur sometime within the next decade,… Read More
I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More
Apple’s decision to launch the iphone 5C as a “high priced” device as opposed to a $300 entry level mass market consumer play appears to be intertwined in a much more overriding strategic plan that is beginning to play out in the market. Many analysts who pushed for the low cost device saw the need as necessary to save the ecosystem but… Read More
Back in May, William Holt, EVP of technology and manufacturing at Intel gave a presentation to analysts entitled Advancing Moore’s Law, Imperatives and Opportunity. A pdf of the presentation is available here. I just saw it for the first time today and I’m not sure how to get my head around it. It starts off with a lot … Read More
The theme of this year’s GSA Silicon Summit is More than Moore. This has become a sort of catchall phrase for technologies other than simply moving to the next process node. The summit is on April 18th at the computer history museum (1401 Shoreline Blvd). Registration takes place at 9am and the actual sessions start at 9.45am.… Read More
There are a couple of new analyst reports out that are interesting enough to blog about. I talk to the financial types on the phone every week or so explaining the semiconductor business and answering questions about the foundries and the top fabless companies. We don’t always agree on the outlook but there is always something to … Read More
If you take a look at the explosion of the Mobile segment, linked with the fantastic world-wide adoption of smartphone and media tablet, you clearly see that the SC industry evolution during –at least- the next five years will be intimately correlated with the mobile segments. Not really a surprise, but the question I would like … Read More
