Huge designs, spectacular design costs, astronomical capital expenditure. Welcome to the present day semiconductor industry. As discussed in my prior post, the days of democratized silicon access have been replaced by an elite market. Custom chips are once again a rich person’s game. Does it have to stay this way? I personally… Read More
Tag: semiconductor
Experts Talk at Mentor Booth
It’s less than four weeks to go at DAC 2015 and the program is final now. So I started investigating new technologies, trends, methodologies, and tools that will be unveiled and discussed in this DAC. In the hindsight of the semiconductor industry over the last year, I see 14nm technologies in the realization stage and 10nm beckoning… Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Imec Technology Forum
I like to quiz people on which country is the one where the most leading edge research on semiconductors is done. People reflexively answer USA or maybe Taiwan or Japan. Nobody who doesn’t already know the answer would pick Belgium. After all the EU headquarters is there not because Belgium is important but because Belgium… Read More
How is Trillion Sensors by 2025 Panning Out?
From several literatures, talks in the semiconductor industry, forecasts, and BHAGs (Big Hairy Audacious Goals), specifically in the context of IoT (Internet of Things) and IoE (Internet of Everything), we have been looking forward to a world with over a trillion sensors around us. I recollect (produced below) from an impressive… Read More
US is the Ultimate Leader in Semiconductor Business
Last year in November when I looked at the world’s top20 semiconductor companies with Samsungand TSMCbeing at the second and third rank respectively, first being Intel, I computed the sales numbers of the companies based on their countries and found that Taiwan and South Korea accounted for 34.5% of the total sales of the top20 … Read More
Semiconductor CAPEX Growth Increases Fab Equipment Spending!
SEMI Forecasts 15% Increase in Fab Equipment Spending for 2015
With worldwide capex growth of 8%, fab equipment spending is expected to increase by 15% in 2015, according to the most recent edition of the SEMI (www.semi.org) World Fab Forecast. SEMI’s data also predicts a slowdown of fab equipment spending in 2016 to low single … Read More
Life Without EUV: SPIE Day 2
I previously published a summary of day 1 of SPIE and I wanted to follow up with observations from successive days.
SPIE, the international society for optics and photonics, was founded in 1955 to advance light-based technologies.Serving more than 256,000 constituents from approximately 155 countries, the not-for-profit … Read More
The Earth is Not Flat; Neither is IP
Chip design is largely about assembling pre-designed IP, either developed in other groups in the same company, or brought in from a 3rd party, or occasionally developed within the SoC design group itself. But that makes it sound like it is a bunch of blocks linked together with some interconnect, but of course another important … Read More
Intel to Buy Altera?
You may already have heard today’s big news in the semiconductor fabless ecosystem that Intel is apparently in talks to buy Altera. I embarrassed myself predicting that Samsung were in talks to buy Freescale (which, of course, they might have been but NXP won that particular race). But this time it is definite enough that … Read More