Semiconductors have played very important role in making internet successful and that has unleashed the potential of e-commerce. Today, we see names like Alibaba, whose primary focus is on commodity trade. I couldn’t imagine an e-commerce type of web portal for semiconductor services until I looked at the eSilicon website. … Read More
Tag: semiconductor
30+ Years of Semiconductors – The base matters!
Although CMOS technology in semiconductors was patented in 1960s, commercial ICs and electronic systems based on CMOS ICs started picking up in 1970s, and the real growth with personal computer (PC) market took place in 1980s. Then Intelmicroprocessors started dominating the semiconductor market with increasing processing… Read More
Managing Semiconductor IP
SemiWiki blogger Eric Esteve does an excellent job writing about all of the semiconductor IP available, and the popularity of IP is only growing more each year. Here’s a projection from IBS about semiconductor IP showing revenues of $4.7B by 2020:
Analyst Gary Smith divides IP into three broad categories: Functional, Foundation… Read More
Intel Q4 and 2014 Results
Intel announced their results yesterday for last quarter (and the year). And they were good financially. As Brian Krzanich said:The fourth quarter marked a strong finish to a great year. We began 2014 expecting roughly flat year-over-year revenue and operating income. Instead the company’s full year revenue grew 6% touching… Read More
SEMI ISS: The Outlook
I spent Monday at the SEMI ISS meeting in Half Moon Bay. There is a lot of stuff to choose from, the entire day was interesting throughout. The day started with a keynote from Scott McGregor, the CEO of Broadcom. I’ll cover that in a separate posting.
Next up was Andrea Lati of VLSI Research on The Cycle: Is It Different This Time?… Read More
Riding the Wave of Silicon Magic in 2015!
2014 was a busy year for SemiWiki. We attended dozens of events, met hundreds of people (if not thousands), and published 810 blogs and a book that reached more than half of a million people. We collaborated throughout the fabless semiconductor ecosystem all year long and let me tell you it has been an amazing mind expanding experience,… Read More
Is Fab Business The Forte of APAC?
A little ago, I was looking at the top20 semiconductor companies in the world and was surprised to see a couple of large companies in Taiwan and South Korea garnering >34% of total sales (See – Look who is Leading the World Semiconductor Business). This time it’s another surprise, when I look at IC Insights report on global 300mm… Read More
Will 3DIC Ever Be Cheap Enough for High Volume Products?
More news from the 3DASIP conference. Chet Palesko of SavanSys Solution had an interesting presentation with the same title as this blog (although this blog draws from several other presentations too). Chet took a look at what aspects of 3D are likely to get cheaper going forward. He took as a starting point that stuff that is not … Read More
3DIC in Burlingame
Every year in December is what I think of as the main 3D IC conference where you can get up to speed on all the latest. Officially it is called 3D Architectures for Semiconductor and Packaging or 3D ASIP. It is held in the Hyatt Regency in Burlingame (the one right by 101 near the airport). This year it is from December 10-12th.
The first… Read More
Where have all the semiconductor drivers gone?
Tablets and smartphones have been key drivers of electronics and semiconductor growth for the last few years. However the growth rates for these devices are slowing as they have become more prevalent. Tablet shipments are expected to reach 229 million units in 2014, according to Gartner, equal to 73% of PC units. IDC projects smartphones… Read More