Qualcomm is a common name in mobile industry for chips. The company has generated $33 billion in revenue in 2021 and continues to march ahead with its innovations. However, Qualcomm doesn’t get the same visibility and mention as Nvidia and Intel in the world of AI chips. By our estimate, Qualcomm’s contribution to … Read More
Tag: nvidia
Podcast EP74: A Tour of the DAC Engineering Tracks with Dr. Ambar Sarkar
Dan is joined by Dr. Ambar Sarkar, a member of the Design Automation Conference (DAC) Executive Committee and platform architect at Nvidia. Ambar and Dan explore the new Engineering Tracks at DAC – their purpose and noteworthy content. Topics such as the cloud, global supply chain and silent hardware errors are discussed,… Read More
Using a GPU to Speed Up PCB Layout Editing
I can remember back in the 1980s how Apollo workstations were quite popular, because they accelerated the graphics display time for EDA tools much better than competitive hardware. Fast forward to 2022 and we have the same promise of speeding up EDA tools like PCB layout editing by using a GPU. At the 58th DAC there was a session called,… Read More
“Too Big To Fail Two” – Could chip failure take down tech & entire economy?
-Chips enable tech sector which underpins entire economy
-Is the US chip sector “Too Big To Fail”?
-If US chip industry fails, does tech & everything else follow?
-How chip/Taiwan crisis compares to 2008 financial meltdown
It was the best of times, it was the worst of times
We find it an incredible juxtaposition… Read More
Qualcomm Takes the Wheel
Qualcomm took center stage in the automotive industry this week to state its intention to dominate future dashboard infotainment systems. Long known for its wireless connectivity presence, Qualcomm took the wraps off its ramping up infotainment design wins for its Snapdragon 3 platform while revealing its next generation
Is Apple the Most Valuable Semiconductor Company in the World?
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
The Future of FPGAs
On June 1, 2015 Intel and Altera announced , that they had entered into a definitive agreement under which Intel would acquire Altera for $16.7 billions. That was a major milestone for the FPGA community as Xilinx and Altera were the main FPGA vendors.
After the official announcement of AMD to acquire Xilinx, there is a huge… Read More
Nvidia Arm Acquisition Talking Points
Before founding SemiWiki I competed with Arm on many different levels throughout my career and I have had various business dealings with them since. SemiWiki also published the definitive book on Arm: “Mobile Unleashed” which goes deep into the history of Arm and the top SoC companies (Qualcomm, Apple, and Samsung).… Read More
Three Things You Have Wrong About Intel!
First let me tell you that I have nothing but respect for Intel. I grew up with them in Silicon Valley and have experienced firsthand their brilliance and the many contributions they have made to the semiconductor industry. In fact, I can easily say the semiconductor ecosystem would not be what it is today without Intel.
But no company… Read More
How an Nvidia/ARM deal could create the dominant ecosystem for the next computer era
Over the past few weeks, there have been numerous reports about Nvidia’s overtures to acquire Arm. The news has mostly been obsessed about the $31 billion that Arm’s current owner, Softbank, paid for Arm and whether Nvidia could pay such an eye-watering price to buy this asset. There is also pushback from Herman Hauser who was one… Read More