At the beginning of December in Paris I had the opportunity to make a presentation to a very impressive audience, technical gurus from companies contributing to MIPI Alliance specification were here, including ST-Microelectronics, Intel, Qualcomm, TI, Toshiba, Nokia, Samsung, to name a few. … Read More
Tag: qualcomm
Things to do in Denver when you’re 64-bit
When Apple announced last September their A7 chip had gone 64-bit, the congregation immediately swooned, but analysts reacted skeptically: “So what? Phones don’t need more memory, and there are no 64-bit apps.” Even pundits miss once in a while, and now the topic is how the chip industry is headed for 64-bit.… Read More
Why SOI is the Future Technology of Semiconductor
No doubt that FDSOI generate high interest these days and I found a very interesting contribution from Zvi Or-Bach, President and CEO of MonolithIC 3D, Inc. Zvi has accepted to share his wrap-up from IEDM, in a blog for Semiwiki readers. If you remember the long discussion we had in Semiwiki about cost comparison, some comments were… Read More
Why CEVA Is My Favorite Semiconductor IP Stock For 2014
As a full time financial writer/investor, I am always on the lookout for compelling risk/reward opportunities, particularly in small-cap tech. While the world of large-cap tech is generally well understood by the investment/analyst community, smaller cap names are usually under-followed and often misunderstood. One such… Read More
QCOM delivers first TSMC 20nm mobile chips!
QCOM is now sampling the TSMC 20nm version of its market dominating Gobi LTE modem. The announcement also included a new turbo charged version of their 28nm Snapdragon 800 SoC with a Krait 450 quad core CPU and Adrino 420 GPU. Given the comparable benchmarks between the Intel 22nm SoC and the 28nm SoCs from Apple and QCOM, the new 20nm… Read More
Interface Protocols, USB3, PCI Express, MIPI, DDRn… the winner and losers in 2013
How to best forecast a specific protocol adoption? One option is to look at the various IP sales, it will give you a good idea of the number of SoC or IC offering this feature on the market in the next 12 months. Once again, if you wait for the IP sale to have reached a maximum, it will be too late, so you have to monitor the IP sales dynamic when… Read More
Qualcomm and Arteris: the CEO Speaks
Arteris finally announced this morning, as rumored, that Qualcomm is acquiring “certain technology assets” and hired personnel formerly employed by Arteris. The financial terms were not disclosed.
I talked to Charlie Janac, the CEO, today. The first thing I asked him is why such a convoluted deal, I’ve never… Read More
Qualcomm Arteris deal
Is it really a surprise if Qualcomm, the undisputed leader of Application Processor (AP) and BaseBand (BB) IC for wireless mobile, already one of the Arteris investors (with ARM, Synopsys, Docomo Capital and a bunch of VC), eventually acquires the best NoC IP technology (the technology, the engineering team and the rights, but… Read More
Let’s comment… a comment from Sonics (about Arteris)
We still don’t know the precise status about a potential acquisition of Arteris by Qualcomm, and I prefer not to comment a rumor and wait for the official announcement, if any. But I would like to comment … a comment about this rumor, recently made by Sonics. This comment has taken the form of an Open Letter, from “Grant Pierce, CEO of… Read More
Open Letter from Sonics to Arteris
I don’t remember seeing an open letter from one EDA or IP company to another until today. Sonics have published an open letter to Charlie Janac, the CEO of Arteris. What seems to have happened is that Arteris have sold their assets to Qualcomm and the development team (which is based in France) and several AEs are already Qualcomm… Read More