Mary Meeker’s Internet Trends

Mary Meeker’s Internet Trends
by Paul McLellan on 05-30-2012 at 7:11 pm

Every year or so Mary Meeker (at Kleiner-Perkins) does a big presentation on internet trends. Since the internet in general and mobile in particular is a big driver for the semiconductor industry, this report is a treasure trove of useful data and interesting facts.

For example, this graph shows the adoption rate of iPods, iPhones… Read More


SpyGlass…the Mystery

SpyGlass…the Mystery
by Paul McLellan on 05-30-2012 at 1:30 am

Atrenta have put out a mysterious press release, a sort of teaser for what they are up to at DAC.

The first part is that they have an interview program at their booth (#2230) on the show floor where customers, partners and investors will talk about SpyGlass. Current speakers are:

  • Jack Browne (Sonics)
  • Jim Hogan (private investor)
  • Charlie
Read More

Oasys at DAC: Right Here, Right Now

Oasys at DAC: Right Here, Right Now
by Paul McLellan on 05-29-2012 at 9:01 pm

What is Oasys up to this year? For the last three years they have only had videos outside of their demo suite. The first year was a rock video, featuring Joe Costello (chairman off the board) and the executive management. The second year was parodies of the Mac vs PC ads with no prizes for guessing which one Oasys was. And last year was … Read More


Why does AT&T Fear OTT?

Why does AT&T Fear OTT?
by Paul McLellan on 05-29-2012 at 9:00 pm

OTT stands for “over the top”. But in the telecom sense it does not mean outrageous, it means providing a service using the data network that competes with some service that the carrier offers and uses as a revenue stream. The most obvious of these is running Skype and so not making a voice call but perhaps the biggest threat… Read More


Jasper at DAC: ARM, Broadcom, Nvidia, ST

Jasper at DAC: ARM, Broadcom, Nvidia, ST
by Paul McLellan on 05-28-2012 at 7:01 pm

At DAC (next week, in case you have been under a rock for the last few months) Jasper has four of their customers presenting. Of course they are also presenting themselves making a total of 5 seminars.

nVidia is presenting on Sequential Equivalency Checking for Power Optimization with JasperGold Apps. It is on Monday at 11am, Tuesday… Read More


Partitioning Pavilion Panel

Partitioning Pavilion Panel
by Paul McLellan on 05-28-2012 at 6:27 pm

I don’t think it can be a surprise to anyone reading this that designs have been getting larger. Someone called Moore said something about it decades ago, or so I heard. Designs are so large that they need to be partitioned into smaller parts. The two main motivations for this are that some design tools, especially place &… Read More


Synopsys Update 2012!

Synopsys Update 2012!
by Daniel Nenni on 05-28-2012 at 10:22 am

Synopsys just delivered second quarter 2012 results with improved revenue on a year-over-year basis. Unfortunately operating expenses are said to be out of control. I’m not a stock guy so for more financial information and analysis try the Motley Fool article HERE.

The interesting thing to note is that Synopsys still has a pile… Read More


Tanner EDA Update 2012

Tanner EDA Update 2012
by Daniel Nenni on 05-27-2012 at 4:15 pm

Rather than fly to Southern California this week I decided to drive. Airport parking and security, flying to Irvine and renting a car, driving to San Diego and back to Irvine, then flying home is just too much. Call it Porsche therapy, I would rather drive. On the way home I will take the scenic 101 and enjoy the ocean views.

First stop… Read More


Chip in the Clouds – “Precipitation”

Chip in the Clouds – “Precipitation”
by Kalar Rajendiran on 05-27-2012 at 3:34 am

Since around the posting of my prior blog [Chip in the Clouds – “Gathering”] to now many events have taken place. Facebook announced its intent to acquire Instagram for $1B in cash and stock, completed its initial public offering, announced an Instagram competitive product by releasing “Facebook Camera” … Read More


Semiconductor Industry Standards Update 2012

Semiconductor Industry Standards Update 2012
by Daniel Nenni on 05-27-2012 at 12:11 am

Standards have been proven to reduce cost of operations, drive greater process efficiencies and offer greater opportunities for start-up companies to infuse fresh technology in the design and manufacturing of IC’s. Si2 standards have been targeted to resolve “pinch-points” in the overall semiconductor supply chain… Read More