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
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
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 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
“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
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
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
Named Ernst & Young’s Entrepreneur of the Year® 2021 Pacific Southwest – Orange County, Kurt Busch is a tech industry veteran with extensive experience in product development, having driven the successful launch of new products, ranging from SaaS and semiconductors for telecom and broadcast video to consumer electronics… Read More
Dan is joined by good friend and fellow boater Rich Goldman. Rich has a storied career in EDA that began at TI with Morris Chang and Wally Rhines, continued through a long career at Synopsys and included a book collaboration with Neil Armstrong, Stephen Hawking and Brian May (the lead guitarist for Queen),
Dan and Rich cover a lot … Read More
Daniel Nenni is joined by popular podcast guest Wally Rhines. Dan and Wally explore 2021, some of the expected results and some of the surprises. COVID, supply chains, chip shortages and international trade are just a few of the topics.
Wally and Dan then turn their attention to 2022. What kind of year will it be? What will be the … Read More
