Not PC segment, not necessarily Application Processor for Mobile, despite the power efficiency advantage versus a bulk technology. After several weeks filled by very animated and controversial discussion about FD-SOI cost, thanks to Semiwiki bloggers and readers, it seems interesting to elevate the debate and try to figure… Read More
Tag: samsung
FD-SOI: 20nm Performance at 28nm Cost
There has been a lot of controversy about whether FD-SOI is or is not cheaper to manufacture than FinFET. Since right now FinFET is a 16nm process (22nm for Intel) and FD-SOI is, for now, a 28nm process it is not entirely clear how useful a comparison this is. Scotten Jones has very detailed process cost modeling software (that is what… Read More
Clever IoT Devices are Coming!
Paul McLellan and I spent the evening with Samsung at the Bentley Reserve in San Francisco last night. One thing I discussed with them in great detail was IoT devices. Samsung is investing heavily in IoT and the supporting infrastructure. In fact, there is a rumor that Samsung is acquiring home automation company SmartThings for… Read More
Chip side of the Open Interconnect Consortium
Maybe it’s my competitive analysis gene, or too many years spent hanging out with consortium types, but I’m always both curious and skeptical when a new consortium arises – especially in a crowded field of interest. The dynamics of who aligns with a new initiative, and how they plan to go to market compared to other entities, prompts… Read More
Fantasy Tech-Ball and the Intel Rumor Wire
Reading Intel analysis lately has been a lot like reading fantasy baseball analysis. Intel should buy Altera. Intel should waive Atom. Intel should fab for Apple. All of those have a near-zero probability of happening IMHO, and yet pundits continue to pitch their version of alternate reality, dealing away product lines and strategies… Read More
Mobile: China Rising
The mobile numbers for Q1 are now published. At #1 as always is Samsung, who shipped 86M phones for 30% market share. At #2, with almost half as much volume, is Apple who shipped 44M phones. Round here in silicon valley pretty much everyone has either a Samsung Galaxy or an iPhone so you don’t get any sense of who the other major … Read More
TSMC vs Intel vs Samsung FinFETs
By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class … Read More
Apple is Roaring Back!
Mind you, this post is being written by the same guy who wrote8 Reasons Why I Hate My iPhone 5. I’ve been living with the Samsung S4 for about a year, and am ready to return to the Apple fold. It’s partially that too many, or perhaps the wrong apps running on my phone cause big problems. This manifests itself anywhere from … Read More
Samsung Voice of the Body
I just back from Samsung’s big announcement held at the SFJazz center (very conveniently 15 minutes walk from my place). They put a stake in the ground about their program at the intersection of medicine and health and technology. They had said in advance that they would not announce any new hardware but in fact they did…although… Read More
RedHawk Excels – Customers Endorse
Since a few years, I have been following up Ansys Apachetools for semiconductor design, verification and sign-off. RedHawk is the most prominent platform of tools from Ansys, specifically for Power, Noise and Reliability Sign-off. It has witnessed many open endorsements from several of Ansyscustomers through open presentations,… Read More