It has been a hectic year for the semiconductor industry so now is a good time to reflect on how we got to where we are today in hopes of better understanding where we are going tomorrow.
Given the importance of semiconductor IP (the $32B ARM acquisition by SoftBank for example) I would strongly suggest attending the REUSE 2016 event… Read More
Taher Madraswala started his career at Intel designing microprocessors and later overseeing ASIC development before joining Open-Silicon at its inception. During his 25 year semiconductor career Taher has experienced more than 300 tapeouts across a wide variety of applications.
Today Open-Silicon applies an open business… Read More
Car makers, semiconductor companies and wireless carriers are all excited these days about creating cars that can drive themselves. Billions of dollars are being spent on acquisitions and investments in companies and technologies that can make this happen. But there is a fly in the ointment by the name of Waze.
To create cars capable… Read More
The KLA deal died due to fox guarding the hen house.
Fox can’t guard Hen House…
In an industry where there are relatively few widget makers and only one, very dominant, widget inspector, the thought of one of the widget makers buying the most crucial widget inspector obviously would be anti-competitive. Not only would… Read More
As we had been suggesting the merger deal between KLAC and LRCX has failed. It obviously ran into too many complications, costs or other issues to continue. Unlike the Applied TEL deal which went on for a staggering 18 months before calling it quits in this case 12 months was enough to figure out it wasn’t getting done.
In our … Read More
The odds of deal completion has fallen to low levels. Whats the fallout on the companies and stocks? Is there life after a failed merger?
“A quagmire wrapped up inside an enigma” – LRCX & KLAC’s merger is the talk of the town, both in the semiconductor equipment industry as well as DOJ watchers in Washington… Read More
On September 8, 2016 GLOBALFOUNDRIES (GF) announced their 12nm FDSOI technology node. On September 12th I had a chance to interview Greg Bartlett, GF Senior Vice President for the CMOS Business Unit (as a side note, GF has: RF SOI, ASIC and CMOS business units).… Read More
This is the first in a series of CEO interviews and I thought semiconductor IP would be a great place to start. Xerxes Wania is the President and CEO of Sidense, a leading developer of Non-Volatile Memory (NVM) One-Time Programmable (OTP) IP cores. Sidense has been a part of SemiWiki since 2013 so we know them quite well. I hope the rest… Read More
LRCX & KLAC’s merger continues to be closely watched given the recent turns and reversals we have seen which call into question the ability to get the deal done. The deal was announced in October of 2015 and we are on our second request from the DOJ and the deal will almost certainly go beyond the Oct 20th, one year deadline… Read More
Today, in the context of functional verification, industry trends are based on the needs of prominent vertical markets. There is some overlap in what these markets need, but there are some use models that are very specific to each market.
We assert this because we have a lot of customers asking about emulation solutions not from … Read More
