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
The numbers are in now and so we can look at the top suppliers into the mobile market for 2014, and then a look out to what the future might bring. Before getting to the companies it is worth looking just how dominant the Chinese market is, at 32% of the entire world market compared to, for example, US’s 9%. China Mobile alone has … Read More
At the SEMI International Strategy Symposium last month, one of the keynotes was by Jim Elliot, the CVP of Memory Marketing for Samsung. Unfortunately, due to some personal emergency, he wasn’t able to make it. But he did allow the slides of the presentation he would have given to be put up on the SEMI website. So here, for the… Read More
One of the trending topics in Taiwan last week is the escalating conflict between Samsung and TSMC. This time however it is of a legal nature which has been a long time coming for the semiconductor industry. Reverse engineering has been an integral part of the semiconductor business since the beginning, as has intellectual property… Read More
Various foundries have made announcements about licensing FD-SOI technology from ST Microelectronics and then fallen quiet. GlobalFoundries made an announcement a couple of years ago. Samsung made an announcement just before DAC last year. But neither company has said anything much since. Of course the big noise at 14/16nm… Read More
In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More
