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
This month we’ve seen both Apple and Samsung announce their newest, flagship smart phones, and they each have an incredible number of sensors and components included like: … Read More
In 2014 Apple released the iPhone 6 which included the first SoC built on a TSMC (20nm) process. This phone started what many call a “Super Cycle” of people upgrading. According to Apple, they now have more than 1 billion activated devices so this super cycle could be seriously super, absolutely.… Read More
Synopsys hosted a lunch panel on Tuesday of DAC this year, in which verification leaders from Intel, Qualcomm, Wave Computing, NXP and AMD talked about how they are using Synopsys verification technologies. Panelists covered multiple domains but the big takeaway for me was their full-throated endorsement of the ZeBu emulation… Read More
The fabless movement was instrumental in disaggregating the semiconductor industry. Vertical product development at the chip and system level has given way to a horizontal structure over the years. This organization of product development has been doing an admirable job of delivering extremely reliable products. However… Read More
“Yes, we’re back,” Ron Moore, VP of ARM’s physical design group told a packed ballroom at the recent FD-SOI Symposium organized in Silicon Valley by the SOI Consortium. FD-SOI gives you a silicon platform that’s highly controllable, enables ultra-low power devices, and is really good with RF, said Ron Moore during his presentation,… Read More
The global semiconductor market posted strong 11.6% growth in 3[SUP]rd[/SUP] quarter 2016 from 2[SUP]nd[/SUP] quarter, according to WSTS. This strength is reflected in the 3[SUP]rd[/SUP] quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron… Read More
Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession. IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach $67.1 billion, the… Read More
Robots – we have all been waiting for them since we were young. We watched Star Wars, or in the case of the slightly longer-lived of us, we watched Forbidden Planet or Lost in Space. We knew that our future robot friends would be able to move around and interact with their environment. What we did not foresee long ago was that instead of… Read More
