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GLOBALFOUNDRIES Ready for IPO in 2022?

GLOBALFOUNDRIES Ready for IPO in 2022?
by Daniel Nenni on 09-28-2019 at 6:00 am

Hard to believe but it’s the 10th anniversary of Globalfoundries. What a journey this has been. It truly has been an honor to work with GF over the years as they invested many billions of dollars in the fabless semiconductor ecosystem and added a colorful chapter in semiconductor history, absolutely.

We have written hundreds of … Read More


Chapter Nine – Specialization Inhibits System Level Optimization

Chapter Nine – Specialization Inhibits System Level Optimization
by Wally Rhines on 09-06-2019 at 6:00 am

Solving critical customer problems sometimes isn’t enough.  One of my most interesting experiences came during the development and rollout of a product that was designed to optimize integration of hardware and embedded software.  In this case, the product performed exactly as planned but the plan ignored the organizational… Read More


SemiWiki WEBINAR: The Transformation of the Semiconductor Industry Update!

SemiWiki WEBINAR: The Transformation of the Semiconductor Industry Update!
by Daniel Nenni on 08-15-2019 at 10:00 am

This WEBINAR is a brief presentation on the 2019 revised edition of the popular book “Fabless: The Transformation of the Semiconductor Industry” followed by a Q&A session on the future of the semiconductor industry with co-author and publisher Daniel Nenni. Registered attendees will receive a free PDF version

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Silvaco Talks Atoms to Systems – Where to Next?

Silvaco Talks Atoms to Systems – Where to Next?
by Randy Smith on 07-17-2019 at 10:00 am

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At the ES Design West event in San Francisco last week Silvaco’s CTO and EVP of Products, Babak Taheri, gave a presentation titled, “Next Generation SoC Design: From Atoms to Systems”. The time slot for the talk was only 30-minutes which is simply not enough to discuss all the technology Silvaco is providing now. I had… Read More


Webinar: High-Performance Communications, Delivered

Webinar: High-Performance Communications, Delivered
by Daniel Nenni on 07-11-2019 at 8:00 am

According to an IDC whitepaper sponsored by Seagate, the global datasphere will grow from 33 zettabytes (one zetabye = one trillion gigabytes) in 2018 to 175 zettabytes by 2025. This whitepaper also reports that today, more than 5 billion consumers interact with data every day. By 2025, that number will be 6 billion, or 75 percent

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Opening a new front in multi faceted trade war

Opening a new front in multi faceted trade war
by Robert Maire on 05-30-2019 at 5:00 am

Image RemovedWe had warned in our May 10th note about the rare earth element risk.  It is one of the few remaining leverage points that China has left that has a potentially strong impact on the US much similar to the US’s impact on Huawei and perhaps even worse. Cutting the US off from rare earth elements is clearly worse than
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Synchronizing with Sunlin Chou

Synchronizing with Sunlin Chou
by Sunit Rikhi on 05-29-2019 at 1:38 pm

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Sometimes we get to see, up close, leaders who make a truly enormous contribution to society. Dr. Sunlin Chou was one such leader and I was a fortunate fellow traveler. Sunlin led the exponential rise of transistors for 35 years, accelerating the waves of revolutionary digital technologies serving humanity.

Fifty… Read More


Re Energizing Silicon Innovation

Re Energizing Silicon Innovation
by Bernard Murphy on 05-13-2019 at 12:00 pm

Hardware is roaring back into prominence in technology innovation, from advanced cars to robots, smart homes and smart cities, 5G communication and the burgeoning electronification of industry, medicine and utilities. While software continues to play a role, all of these capabilities depend fundamentally on advances in … Read More


Bottom of a Semiconductor Canoe Cycle Shape

Bottom of a Semiconductor Canoe Cycle Shape
by Robert Maire on 05-09-2019 at 12:00 pm

Image RemovedNice numbers despite the cycle bottom
KLA put up EPS of $1.80 versus street of $1.67 on revenues of $1.097B versus street of $1.08B. However guidance was weaker than the street was hoping for with a range of $1.21B to $1.29B in revenues generating between $1.55 and $1.85 in non GAAP EPS. This is compared to current street… Read More


A Tale of Two Semis

A Tale of Two Semis
by Robert Maire on 04-21-2019 at 7:00 am

Image RemovedIt was the best of times (for stocks)
It was the worst of times (for memory chips)
The disconnect between stock & chip prices

The Venn Diagram of Stocks and Chips

Having been involved with semiconductor and tech stocks for a long time there has always been a loose correlation between the fortunes of the industry … Read More