There have always been good reasons to port designs to new foundries or processes. These reasons have included reusing IP in new projects, moving an entire design to a smaller node to improve PPA, or second sourcing manufacturing. While there can be many potential business motivations for any of the above, in today’s environment… Read More
Dan and Mike are joined by Malcolm Penn, 50-year semiconductor industry veteran and founder and CEO of Future Horizons. Dan and Mike explore the evolution of the semiconductor supply chain, how we got to the current state of shortages and what the future may hold. Drawing on his substantial knowledge of the industry, Malcolm makes… Read More
The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.
First, let’s look at a bit of semiconductor… Read More
The shortage of semiconductors for automotive applications is getting worse. Recent statements from major automakers:
- General Motors significantly cut production at eight North American plants earlier this month due to the semiconductor shortage. GM expects North American vehicle production in the second half of the year