Yesterday was Dan Niles’s economic review that he presents quarterly for GSA. As always he starts from big macroeconomic picture and ends up looking at the implications for semiconductor end-markets and thus the implication for semiconductors in general and the fabless ecosystem in particular.
The big picture is that… Read More
The book “Fabless: The Transformation of the Semiconductor Industry” is now available in the Kindle (mobi) and iBooks (ePub) formats. We are really looking forward to your feedback before we go to print in March. This was truly a Tom Sawyer experience for me. As the story goes Tom made whitewashing a fence seem like fun so his friends… Read More
This year marks the 20th anniversary of GSA and collaboration around the foundry and fabless ecosystem. Originally GSA was FSA, the fabless semiconductor association. There was a semiconductor associations 20 years ago, the SIA, but that was still the “real men have fabs” era and fabless semiconductor companies… Read More
In continuation to my earlier observations and anticipations (landscape1, landscape2) which came up to my expectations, I was further inspired to ponder over the macros of our ever growing semiconductor industry. We may argue the business is stagnating, we may argue that the pace of scaling is slowing, but when I look back at the… Read More
At the Jasper Users Group meeting in October Rajeev Ranjan presented on the JasperGold COV App which he described as the Swiss army knife for verification. It comes in many sizes and contains many useful tools.
The primary goal of COV is to provide coverage metrics:
At the SEMI ISS conference earlier this week, the last speaker in the technology challenges section was Handel Jones of IBS. I’ve known Handel since the mid-1980s when he came to VLSI Technology and told us we were losing money on 90% of the designs we were doing but our cost model was not good enough and so we didn’t even… Read More
Based on local traffic patterns and my experience in Silicon Valley over the last 30 years we are looking at a much higher employment rate inside the fabless semiconductor ecosystem, absolutely. Jobs are being filled more so than I have seen in the past ten years. The challenge of course is finding the right people for the right job… Read More
Paul Farrar, the General Manager of the Global 450mm Consortium (G450C) presented at the SEMI ISS conference today. What is G450C, it is a public-private consortium to develop a cost-effective 450mm wafer fabrication infrastructure, develop equipment prototypes and coordinate the industry move to 450mm. It is located in Albany… Read More
I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More
Every year the GSA holds the GSA Silicon Summit. This year it is on April 10th at the Computer History Museum. It runs from 9am until 2.15pm. This year the focus is mostly on technologies other than simply scaling semiconductor technology. The meeting is divided into 3 sessions, each of which starts with a presentation and then is … Read More
