I first heard about NXP crossover MCUs at the 2017 TechCon. I got another update at this year’s TechCon, this time their progress on performance and capability in this family. They’ve been ramping performance – a lot – now to a gigahertz, based on a dual-core architecture, M7 and M4. They position this as between 2 and 9X faster than… Read More
The global semiconductor market is headed for the largest decline in 18 years. The market dropped 32% in 2001 when the Internet bubble burst. The 2019 decline should be around 15%, the third largest annual drop after 2001 and a 17% drop in 1985. The current weakness is largely due to excess memory capacity (DRAM and NAND flash) relative… Read More
Recently, the combined market share of the top ten and top twenty semiconductor companies has been increasing, contrary to the trend of the last fifty years. Given the acceleration in mergers and acquisitions that began in 2015, one might assume that, as the semiconductor industry approaches maturity, companies are consolidating… Read More
The entire history of EDA software tools has enabled engineers to design ICs and SoCs using virtual prototyping, so most of us in the industry are familiar with the idea of modeling and simulating something as complex as an IC before actually starting the manufacturing process. In a complex system like an automobile there are a lot… Read More
I plan to attend to the GSA European Forum in Munich (April 15-16), so I first looked at the event description and at the impressive speakers list. In such event, the goal is at 50% to listen, and 50% to network with the speakers and the other attendant. The center of gravity is clearly semiconductor, but the event involved speakers … Read More
Pim Tuyls is the Founder and CEO of Intrinsic ID. He initiated the work on Physical Unclonable Functions (PUFs) that forms the basis of Intrinsic ID’s silicon fingerprinting technology. The original work on PUFs was carried out at Philips Research, where Pim was Principal Scientist and managed the cryptography cluster. In 2008… Read More
When Nvidia changed its automotive market messaging from an infotainment-centered theme to autonomous driving two years ago – pronouncing the coming tidal wave of robotaxi development – it matched the almost identical epiphany reached by Intel years prior. Automotive infotainment is a low volume, low revenue… Read More
In the normal evolution of specialized hardware IP functions, initial implementations start in academic research or R&D in big semiconductor companies, motivating new ventures specializing in functions of that type, who then either build critical mass to make it as a chip or IP supplier (such as Mobileye – intially)… Read More
The war of words continues between Broadcom and Qualcomm and the stock analysts still seem to be split on the merger. Please note that Broadcom is proposing to merge with Qualcomm instead of a tender offer which is what Qualcomm has proposed for the acquisition on NXP. Same result but two very different approaches. Another interesting… Read More
Back in the day we had processors which consolidated computing power onto a chip, and out of these sprang (if you’ll excuse the Biblical imagery) microcontrollers (MCUs) in one direction and increasingly complex system-on-chip (SoC) processors in another direction. SoCs are used everywhere today, in smartphones, many IoT … Read More
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TSMC Q4 2019 “2020 Bellwether” Conference Call Summary