Behind great humor often lies irony. In the midst of a struggle by the European Union to extract $1.3B from Intel in an ages old Anti-Trust case, the latter makes a strategic move to embolden the Dutch firm ASML to accelerate the development of 450mm and EUV and thus save a continental jewel. What now say EU? When disfunction and bankruptcy… Read More
Tuesday morning at DAC I attended the Synopsys-hosted breakfast to hear from foundries and ARM about the challenges of designing and delivering silicon at the 32nm/28nm and 20nm nodes.
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News today is that Moody’s has downgraded Nokia to junk status. They also announced that they will lay off 10,000 people (including about 1 in 4 of the people they employ in Finland, where Nokia is headquartered).
For those of you who don’t know all the inside-baseball stuff about Nokia, here is a recent little history.… Read More
Wednesday morning I attended a panel discussion with: ARM, IBM, Cadence, GLOBALFOUNDRIES and Samsung.
The panelists all sang the same song of collaboration between EDA, IP and Foundry to enable 28nm, 20nm and even 14nm.… Read More
Just days after I posted a blog on an early September iPhone 5 launch, the spies from Asia started flooding the rumor mills with Apple supply chain maneuvers that are not easily hidden suggesting that D-Day logistics are farther along than we imagined. This flood of information, coupled with the heightened Samsung-Apple Battle… Read More
While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it… Read More
You can see a lot just by looking – as Yogi Berra was quoted as saying. The past two weeks we have seen quite a bit that adds intrigue to the true nature of Qualcomm’s 28nm product shortage and how the effects will ripple through the mobile industry for the second half of 2012. Samsung’s bold announcement of their Galaxy S III smartphones… Read More
Apple sells devices. Lots of them. Their success is due to many things related to design and tech religion, and an important part is the SoC inside those devices which creates the experience people want. The official Apple information on their parts is minimal. Their SoCs have been dissected with more fervor than Roswell aliens.… Read More
There are few companies that impact the overall mobile supply chain more than Samsung. They are one of Apple’s largest suppliers, fabbing the processor and LCDs in the iPhone and iPad. They also design and fab the Exynos SoC at the heart of their own Galaxy line of phones and tablets.… Read More
First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More
