The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…
Act I Scene I…The stage is set….
We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More
The relationship between TSMC and UMC is one of the more interesting ones in the fabless semiconductor ecosystem in my opinion. Both are headquartered in Hsinchu Taiwan and it is very hard to visit one company without seeing the other as they have facilities right across the street from each other. They also share humble beginnings… Read More
At the end of last month during ISSCC there was a forum organized by the SOI Consortium. It took place in San Francisco at the Palace Hotel (which, if you have never been there, is famous for converting its old entryway for carriages into an amazing dining room, and for a bar with a huge painting by Maxfield Parrish of the Pied Piper valued… Read More
Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More
We read about FinFET technology in the semiconductor press daily now, thanks to Intel introducing their TriGate transistors starting in 2011 and creating a race with foundries and IDMs to switch from planar CMOS nodes. To get some perspective about the progress of FinFET IP and EDA tools I spoke with two experts from Synopsys, Swami… Read More
This week it was Mobile World Congress in Barcelona. Everyone who is anyone in mobile is there. Unfortunately I’m not since Barcelona is one of my favorite cities to visit. Two companies that set high expectations before the show were Samsung and Intel.
Samsung announced the new Galaxy S6 and S6 Edge smartphones on Sunday.… Read More
Semiconductor business is highly dependent on technology and that changes very rapidly in the semiconductor space. It’s important to recognize the importance of research and innovation activities in this space. In my last article on 7nm technology node, one respondent commented, very rightly, “It’s important to have competition… Read More
GlobalFoundries at the end of 2014 is a very different company from what it was a the beginning of the year.
At the start of 2014, GF was a company with:
It is impossible to keep a secret in this business. Everyone knows that Freescale is being shopped around and there is interest.
From Yahoo Finance:
The parties that Freescale is speaking to could not be learned. The New York Post first reported that Freescale was working with investment banks to explore a sale. Freescale shares… Read More
‘Laughing Buddha’ is eternal, but for semiconductor industry, I must say it’s ‘laughing Moore’. Moore made a predictive hypothesis and the whole world is inclined to let that continue, eternally? When we were at 28nm, we weren’t hoping to go beyond 20/22nm; voices like ‘Moore’s law is dead’ started emerging. Today, we are already… Read More
