Last week I talked to Marco Brambilla of Synapse Design. Synapse is a design services company headquartered in Silicon Valley. It was founded in 2003 by Satish Bagalkotkar and has been profitable since the beginning. Today it has over 700 people. In addition to the headquarters in Santa Clara, they have a software group in Colorado,… Read More
Tag: samsung
ASMC 2015: GlobalFoundries 22nm SOI plans and more!
The Advance Semiconductor Manufacturing Conference was held on May 3[SUP]rd[/SUP] through May 6[SUP]th[/SUP] in Saratoga Springs, New York. ASMC brings a unique operational perspective to technical conferences related to semiconductors. In this blog I wanted to discuss what I thought was the most interesting paper of the… Read More
Analog Market Leaders Eyeing on IoT Applications
When we talk about analog IC market, one can easily guess who the leader with lion’s share in the market is. There are also next level leaders with impressive growth rates in this market. The analog market as such is poised to grow with Internet of Things (IoT) because it supplies some of the key components such as data converters, op… Read More
SoCs in New Context Look beyond PPA – Part2
In the first part of this article, I talked about some of the key business aspects along with some technical aspects like system performance, functionality, and IP integration that drive the architecture of an SoC for its best optimization and realization in an economic sense. In this part, let’s dive into some more aspects that… Read More
Smartphones in Q1. Sammy Back On Top
Because it is such a major impact on the semiconductor industry, being the largest and fastest growing market ever, I follow the ups and down of the mobile industry. So what happened in Q1?
Total shipments are up 2% to a record (for Q1) 440 million units but that is down 16% from Q4 which remains the biggest quarter ever.
First thing is… Read More
Linley: Mobile Peaked in 2013?
Last week was the Linley Mobile Conference. Mobile is a huge semiconductor market and, outside of Intel, is the main driver for next generation process technologies. A new generation of mobile phones comes along, fills the leading edge fabs for a year or two and then moves on to the next generation. Nothing comes close to requiring… Read More
GlobalFoundries: 14 in 15 in 8
How is that for a cryptic title? It is GlobalFoundries’ rallying cry. Their big focus is to bring up 14nm during 2015 in fab 8 in Malta NY.
Last week I chatted to Shubhankar Basu. He is the senior product line manager for leading edge technologies. Not surprisingly, that means he is currently leading the 14nm FinFET business. He told… Read More
2015 Semiconductor Capex led by Memory & Foundry
Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major foundries account for … Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Intel Inline with reduced expectations-2015 flat to down-Slashing Capex
Intel Inline with lowered numbers- 2015 Revs to be Flat…
Capex Slashed by 13% to $8.7B- 10nm at risk???
Mortgaging the future???
Is the foundry business dead???
Desperately seeking growth!!!
Intel Inline…
Intel reported revenues of $12.8B and EPS of $0.41 in line with downward revised estimates after chopping $1B… Read More