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
This will be one of the more interesting Mentor User Group Meetings now that the Siemens acquisition has fully taken effect and the new management team is in place. The Mentor User Conference is at the Santa Clara Marriott, Santa Clara, California on May 2, 2019 from 9:00 am to 6:00pm.
Remember, in 2017 Siemens acquired Mentor Graphics… Read More
The global semiconductor market grew 13.7% in 2018, according to World Semiconductor Trade Statistics (WSTS). Each year, we at Semiconductor Intelligence review semiconductor forecasts and compare them to the final WSTS data. We used projections which were publicly released from late 2017 through early 2018, prior to the … Read More
What does Qualcomm, Intel, and Facebook have in common? Well, for one thing they all bought network onchip communications (NoC) IP companies. As I have mentioned before, semiconductor IP is the foundation of the fabless semiconductor ecosystem and I believe this trend of acquisitions will continue. So, if you are going to start… Read More
When floor planning (FP) and place & route (P&R) tools took over from custom layout tools for standard cell based designs, life became a lot better for designers of large digital chips. The beauty of the new flows was that all the internals of the standard cells and many IP blocks were hidden from view, lightening the load … Read More
Over the holidays I did an interview with CNBC on the subject of Qualcomm. The producer had read the History of Qualcomm chapter in our book Mobile Unleashed and wanted to base a 15 minute report on it. The interview lasted 90 minutes but of course only snippets of what I said were used. You can see the recorded report by clicking on the… Read More
CES 2019 was held this week in Las Vegas and had over 4500 exhibiting companies and over 180,000 attendees. Over 6500 media and industry analysts attended (including yours truly of Semiconductor Intelligence). CES 2019 includes a broader industry than just electronics, which led to the show being renamed CES (previously the … Read More
The often pedantic debate over how cars will directly communicate with other cars and infrastructure will culminate suitably at CES 2019 with multiple C-V2X announcements and demonstrations. Foremost among those demonstrations will be parking lot drive-arounds at the Rio Resort Hotel put on by Ford Motor Company, Audi of America… Read More
