Last week, TEL (which is the Japanese equivalent to AMAT & LRCX) reported a June quarter which saw revenues drop to 236B Yen from March’s 261B Yen and saw earnings drop from March’s 47B Yen to June’s 41B Yen, a respective 9.3% decrease and a 12.8% decrease in earnings.
We don’t think this is attributable… Read More
When GlobalFoundries first briefed me on 22FDX during a trip to Dresden in 2015, China was one of the first things that came to mind. The China semiconductor market was still on 28nm and FinFETs seemed far away for the majority of the Chinese fabless companies. A low cost, low power, low complexity 22nm process with a path to 12nm (12FDX)… Read More
What is Menta all about?
Menta was founded to add hardware-programmability within SoCs. We deliver FPGAs in hard IP form that can be readily embedded within an SoC to make certain hardware functions reconfigurable at-will, post-production. This enables customers to dynamically adapt to evolving standards, perform security… Read More
Portland, Oregon is a hotbed of innovation for software development companies and I tend to scan the headlines of my local newspaper the Oregonian, which is where I first started to read about Jama Software a few years back. Curiosity and opportunity drove me to meet with Trevor Smith of Jama in their Portland office. We chatted for… Read More
World Semiconductor Trade Statistics (WSTS) is an organization of semiconductor companies created to collect market data. The members of WSTS also meet twice per year to develop forecasts for the semiconductor market. The “forecast by committee” approach of WSTS usually results in conservative forecasts. However, WSTS called… Read More
The global semiconductor market posted strong 11.6% growth in 3[SUP]rd[/SUP] quarter 2016 from 2[SUP]nd[/SUP] quarter, according to WSTS. This strength is reflected in the 3[SUP]rd[/SUP] quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron… Read More
Magwel CEO Dündar Dumlugöl is well known from his days at Cadence, where I first met him, and for his more recent tenure at Magwel. At Cadence he led the team that first developed Spectre. He has come a long way from the start of his career at IMEC in Belgium. He and I had a chance to have a conversation recently where he offered insights … Read More
The last couple of years have been tumultuous for the semiconductor market. IC Insights just released a report showing just how much consolidation has concentrated market strength in a small number of companies. The report (which excludes fabs) shows that the 5 top companies – Intel, Samsung, Qualcomm, Broadcom and SK Hynix – … Read More
For the next installment in our series of semiconductor CEO interviews we meet with Randy Caplan from Silicon Creations. Randy has helped build the company from a small startup to one of the world’s leading providers of interface and clocking IP. Almost every new chip developed these days has a requirement for PLLs and SerDes. Since… Read More
Back to a more normal reality… Market gets”De-Fanged”… Where to from here? The “Icarus” Effect… Much of the market, and especially Tech & “FANG” (Facebook, Amazon, Netflix & Google) stocks gave back most all of their post election day gains in one session.… Read More
