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
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
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
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
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
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
The 5[SUP]th[/SUP] annual TSMC OIP Forum was last week and thankfully there were no surprises with the exception of how many people asked me who I think will be the next TSMC CEO. Certainly I have no idea but I would be happy to use my incredible powers of deductive reasoning to determine who it will be.
The TSMC Open Innovation Platform®… Read More
Two videos (both short) from Qualcomm. They are both amusing but also have a serious aspect to them. The first one is interesting since it is Qualcomm following in Intel’s footsteps with its “Intel Inside” campaign against AMD to make people care about what processor was in their PC. Until that point probably… Read More
Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More
Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More
