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
Whether you travel for business purpose or to stay for holidays in one of the paradise island part of the “Lesser Sunda Islands” like Bali or the Gili Meno, you always learn about mobile phone penetration. If you stay in one of the luxury resorts, populated by rich western or Chinese people, you probably don’t learn more than when walking… Read More
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
Last week there was a meeting of the GSA Analog/Mixed-Signal (AMS) working group. It was completely focused on FD-SOI (I hate that name, especially since FinFET is also fully-depleted. I vote for BoxFETs.) It was a bases loaded meeting with presentations from ST Microelectronics (calling in from France close to midnight), Samsung… Read More
Apple announces their new products with much media attention to an audience of enthusiastic attendees, along with a live stream to all of us on the Internet who couldn’t be there in person. Samsung is following that same marketing playbook and today hosted an event in New York dubbed, “Everything Galaxy Unpacked 2015”… Read More
