The semiconductor design industry is ever challenged with increasing chip density, manufacturing complexity with cutting-edge technologies, accommodating multiple IPs with different functionalities from various sources, optimizing power, performance and cost, maximizing manufacturability and reliability and still… Read More
I agree that this question sounds stupid: nobody is forcing me to buy an innovative product, or even a gadget, if I don’t want to pay a high price, I just don’t buy the product. But it seems that some people don’t really think that way. The story is related to Qualcomm sales in China, and recently announced partnership with SMIC…
The Partnership… Read More
There are some interesting parallels between Intel and Microsoft. Both of them missed mobile. Actually they didn’t completely miss mobile, both of them had programs from early days. But clearly they both regarded mobile as a much lower priority: the PC was where all the money was and where it would continue to be forever.… Read More
Maybe it’s my competitive analysis gene, or too many years spent hanging out with consortium types, but I’m always both curious and skeptical when a new consortium arises – especially in a crowded field of interest. The dynamics of who aligns with a new initiative, and how they plan to go to market compared to other entities, prompts… Read More
Some background. Sonics has been in the network-on-chip (NoC) business for a long time. Nearly 18 years years. When Arteris launched their products, Sonics figured Arteris were infringing Sonics’s patents and in 2011 brought a complaint against them. Details are here. Arteris looked at a couple of their own patents (if… Read More
TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More
Paul McLellan was on assignment in Hong Kong last week so I attended the Linley Mobile Conference and was not surprised Intel did not present. During the networking sessions I asked more than a dozen people why and the answers were pretty focused on “Intel still does not play well with others” and “Intel’s current mobile offerings… Read More
Thanks to memory controller expert Marc Greenberg, Marketing Director for DDRn Controller IP with Synopsys, for this post “Qualcomm announces first application processor with LPDDR4 capability”. According with Marc, this Application Processor, the Snapdragon 810, is “the first product that I’m aware of that will use LPDDR4… Read More
Qualcomm’s Snapdragon 810 announcement this week may seem like just another mondo-core SoC on a way-cool TSMC 20nm advanced process. Looking past the technology shows an understated genius in creating a roadmap – and why yours and most everyone else’s probably sucks.… Read More
Success in a business with extended design-in cycles may look easy. In reality, there is a delicate balance between many factors. Some come to mind immediately: developing and releasing a good product in the first place; winning and keeping the right customers, not too few or too many; balancing investment between support and … Read More
