There was a time when design goals were decided in the beginning, targeted on a particular technology node, design planning done for the same, and implementation done through point tools connected indesign flows customized according to the design. It’s no longer the case for modern SoC designs; there are multiple technology … Read More
In more than 30 years of semiconductors, we have seen many technology-induced disruptions in our ecosystem, be it healthcare, consumer, mobile, aerospace, or any other field for that matter. To name a few are portable healthcare devices at much lower prices, video conferencing over internet that reduced the need of physical … Read More
Last week it was the formal opening of Samsung’s new office building in North San Jose. They have brought together all of semiconductor device solutions in a huge new office building. The building can hold 2000 people. Samsung Device Solutions consists of:
Dr OH Kwan, the CEO of Samsung Electronics,… Read More
The semiconductor market is currently in a slow growth period. After 10% growth in 2014, the market is expected to only show low single-digit growth in 2015. Our own forecast at Semiconductor Intelligence is 1.5%. In several previous market slowdowns, inventories in the channel have climbed as some companies were slow to adjust… Read More
Stocks in the semiconductor equipment space continue to fall only this time along with the broad market. We had recently pointed out that LRCX was the last to fall among the large cap companies in the space but now the question becomes when have they fallen enough to say its over, and which stocks have more to fall……
ASML… Read More
Verification complexity and volume has always been on the rise, taking significant amount of time, human, and compute resources. There are multiple techniques such as simulation, emulation, FPGA prototyping, formal verification, post-silicon testing, and so on which gain prominence in different situations and at different… Read More
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
What is going on in the watch world? And I don’t mean Game of Thrones‘ nights watch.
Lots, actually. Whether it will amount to a lot remains to be seen. I still think the usefulness versus the price isn’t there yet. Apple has sold 3.5M iWatches (or something close) which for anyone else would count as a runaway success… Read More
I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More
Discounting the initial electronic or digital watch wave in 1970s which saw its sudden death sooner than expected, the recent Apple Watch event was the third attempt to invade the big watch market; the first being in 1999 and the second in 2012-13 led by Pebble. Although it’s stated that Apple sold about 3.6 million Smartwatches … Read More
