Qualcomm took center stage in the automotive industry this week to state its intention to dominate future dashboard infotainment systems. Long known for its wireless connectivity presence, Qualcomm took the wraps off its ramping up infotainment design wins for its Snapdragon 3 platform while revealing its next generation
– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era
Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More
An industry caught in the crosshairs of geopolitics needs global emeritus leadership
The semiconductor industry is at the epicenter of great power politics. An ascendant China is on a quest for a unified global system with China as the leading power. The United States seeks to maintain its position as leader of the liberal democratic… Read More
ANSYS is the world leader in engineering simulation across multiple markets. One of those markets just happens to be semiconductor which is why ANSYS is on SemiWiki.com. Due to the pandemic ANSYS has transformed their popular live regional events to one broad virtual event “Simulation World”.
“Simulation World is world’s largest… Read More
-Short term Covid19 impact is primarily logistics related
-Longer term impact is more systemic/demand driven
-Impact will wind through supply chain over several qtrs
-Other issues, such as trade, remain an overhang
Short term versus long term in the semiconductor industry
The stocks declines over the last months seem to indicate… Read More
Qualcomm today announced three new chipsets for entry level and mid-range smartphones – Snapdragon 720G, Snapdragon 662, and Snapdragon 460. The first one promises to bring many of the Elite Gaming features of the 765G with support for HDR, dynamic color range and high-quality synchronized sound with Qualcomm aptX Adaptive.… Read More
Recently, the combined market share of the top ten and top twenty semiconductor companies has been increasing, contrary to the trend of the last fifty years. Given the acceleration in mergers and acquisitions that began in 2015, one might assume that, as the semiconductor industry approaches maturity, companies are consolidating… Read More
Bouncing along a not too bad bottom
Given that we have followed the semiconductor industry through many down cycles, we can safely say that this one isn’t all that bad by comparison. Everyone, big & small, is still safely profitable and in relatively good shape. Though we are seeing the normal week long holiday shut downs
The global semiconductor market is headed for a double-digit decline for the year 2019 after a decline of 15.6% in first quarter 2019 from fourth quarter 2018. According to WSTS (World Semiconductor Trade Statistics) data, this was the largest quarter-to-quarter decline since a 16.3% decline in first quarter 2009, ten years … Read More
Tuesday for lunch at #56DAC I caught up to the AI/ML experts at the panel discussion hosted by Cadence. Our moderator was the affable and knowledgable Prof. Andrew Kahng from UC San Diego. Attendance was good, and interest was quite high as measured by the number of audience questions. I learned that EDA tools that use heuristics… Read More
