Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More
Automotive applications are having a tremendous influence on semiconductor design. This influence is coming from innovations in cloud computing, artificial intelligence, communications, sensors that all serve the requirements of the automotive market. It should come as no surprise that ADAS and autonomous driving are … Read More
Wally Rhines (President and CEO of Mentor, A Siemens Business) has been pushing a contrarian view versus the conventional wisdom that the semiconductor business, and by extension EDA, is slowing down. He pitched this at DVCon and more recently at U2U where I got to hear the pitch and talk to him afterwards.
What causes maturing is… Read More
It has been reported over the holiday weekend that Intel is in talks with Micron over a proposed merger that would value Micron at $70 per share in a deal of a combination of stock and cash for Micron shareholders. It is said that the boards of both companies have already approved the deal.
Intel’s CEO Brian Krzanich said, “We… Read More
The time is 1995 and my mandate as Layout Manager is to grow my team. I advertised everywhere but there were no experienced people in Canada that I can hire so the solution was back to training. I was the trainer a few times in Israel in MSIL but there we had a very organised material for layout, UNIX, software, etc. We had exercises, tests,… Read More
The semiconductor industry has gone through several major transitions driven by different dynamics such as shift in business models (fab-centric to fab-less), product segmentation (system design house, IP developers) and end market applications (PC to cloud; and recently, to both automotive and Internet of Things — IOT’s,… Read More
The projected revenue growth rate for IoT electronics remains strong, across a wide range of applications – e.g., visual object identification, voice recognition, machine automation, health and fitness applications, environmental and energy controls. A key component of these designs is the analog-to-digital conversion… Read More
The global semiconductor market grew 21.6% for the year 2017, according to World Semiconductor Trade Statistics (WSTS). The market was much stronger than anticipated at the beginning of year. Semiconductor Intelligence tracked publicly available forecasts to determine which was the most accurate. We used forecasts made … Read More
One of the other blog worthy analyst presentations at ISS 2018 was by Len Jelinek of IHS. Len is my kind of analyst, he spent 28 years in the semiconductor industry before going to the dark side so he knows what he is talking about. Len’s presentation on Global Semiconductor Market Trends is action packed so I will be doing a lot of cut … Read More
One of the important changes that happen between 1984 and 1988 is the hardware platforms development. Calma evolved, mainframe S140 with 2 combined monitors per terminal in S280 with 2 individual monitors per terminal. This meant that from noisy and darker rooms we move to more quiet and lighted rooms. We doubled the speed and the… Read More
