The first day of SEMICON West for me is usually imec day. They have a full day of presentations. But I saw the most interesting ones in Brussels recently so I decided to go to the SEMI/Gartner day instead. They run in parallel ballrooms in the Marriot on 4th street.
To me there were two big themes. One was the unavoidable internet of things… Read More
As I said yesterday, I’m at the imec Technology Forum (ITF) in Brussels. So what have I learned from all the people that I’ve interacted with.
There were two press releases announced at a press conference yesterday. The first was that imec was expanding its relationship with Toshiba and Sandisk. This covers bringing… Read More
Pretty much out of nowhere UMC let fly a press release about taping out a 14nm test chip with ARM and Synopsys IP which was quickly followed by an SMIC 14nm press release about a joint venture with Huawei, Qualcomm, and imec. It caught me a bit by surprise since I spent time with both UMC and SMIC at #52DAC and nothing was mentioned. Of course… Read More
Since 1978 I’ve seen many trends in the semiconductor design world: transistor-level IC design, gate-level design, RTL coding, High Level Synthesis (HLS) and IP re-use. We’ve witnessed the growth in design productivity enabling chips starting with just thousands of transistor all the way up to billions of transistors… Read More
Let me precise that by “IoT” I think about the IoT devices market, made of hundreds of application, wearable gadget to medical, home automation, and so on. One direct consequence of IoT (device) market explosion will be the strong growth of the server market (cloud), to transfer, compute and store information generated by the billions… Read More
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Intel Corp. is gaining discernible market share in the LTE chips business, and Qualcomm, the 800-pound gorilla in the mobile baseband market, suddenly looks in Intel’s crosshairs. A closer look at Intel’s journey from a mobile silicon underdog to the owner of a swelling LTE footprint shows that design ingredients… Read More
Last year in November when I looked at the world’s top20 semiconductor companies with Samsungand TSMCbeing at the second and third rank respectively, first being Intel, I computed the sales numbers of the companies based on their countries and found that Taiwan and South Korea accounted for 34.5% of the total sales of the top20 … Read More
If we look back in the last century, performance and area were two main criteria for semiconductor chip design. All design tools and flows were concentrated towards optimizing those two aspects. As a result, density of chips started increasing and power became a critical factor. Now, Power, Performance and Area (PPA) are looked… Read More
Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More
