In the rapidly changing landscape of technology, the semiconductor industry serves as a cornerstone, fueling innovation across multiple sectors. Central to this industry is the semiconductor Intellectual Property (IP)—a vital component that frequently escapes public attention and is instrumental in determining the future… Read More
Tag: semiconductors
Powering the Future: The Transformative Role of Semiconductor IP
The Chip 4: A Semiconductor Elite
Can a 4-member alliance reshape the semiconductor industry?
Semiconductors are ubiquitous in electronics and computing devices, making them essential to developments in AI, advanced military, and the world economy. As such, it is unquestionable that nations attain considerable … Read More
Tools for Chips and Dips an Overview of the Semiconductor Tools Market
From humble beginnings in military applications, the semiconductor industry has been fundamental to all societal growth, and everything that grows exponentially depends on semiconductors.
It is not a gentle industry. Products over two years old are unsellable, and there is either too much supply or none. Semiconductor scarcity… Read More
A Candid Chat with Sean Redmond About ChipStart in the UK
When I first saw the Silicon Catalyst business plan 10 years ago I had very high hopes. Silicon Valley design starts were falling and Venture Capital Firms were distracted by software companies even though without silicon there would be no software.
Silicon Catalyst is an organization focused on accelerating silicon-based startups.… Read More
Morris Chang’s Journey to Taiwan and TSMC
High volume manufacturing is a 24/7 business with 12 hour shifts. You don’t always get to pick the shifts you want and you must cover for others when they can’t. It’s a challenging career and not for the faint of heart like myself.
In the 1980s and 1990s I spent time in Japan working with some of the top Japanese semiconductor manufacturers.… Read More
Semiconductors, Apple Pie, and the 4th of July!
Semiconductors, apple pie, and the 4th of July are American traditions. You can read about the history of semiconductors in our book “Fabless: The Transformation of the Semiconductor Industry” and the history of Arm in our book “Mobile Unleashed: The Origin and Evolution of Arm processors in our Devices“.… Read More
Solutions for Defense Electronics Supply Chain Challenges
“The amateurs discuss tactics: the professionals discuss logistics.”
— Napoleon
Logistics is even more important today than it was in the early 1800’s. Further, the effectiveness of Defense systems is increasingly driven by sophisticated electronics. As the recent Ukraine conflict reveals, weapons such as precision munitions,… Read More
The Increasing Gap between Semiconductor Companies and their Customers
Semiconductors sit at the heart of the electronics revolution, and the scaling enabled by Moore’s law has had a transformational impact on electronics as well as society. Traditionally, the relationship between semiconductor companies and their customers has been a function of the volume driven by the customer. In very … Read More
Podcast EP61: A deep dive on Intel and semiconductors with Stacy Rasgon
Dan is again joined by Stacy Rasgon, Managing Director and Senior Analyst, U.S. Semiconductors at Bernstein Research. Stacy is an unusual semiconductor analyst as he holds a Ph.D. in chemical engineering from MIT. His substantial technical knowledge allows for a deep dive on Intel and other semiconductor topics that you will… Read More