The semiconductor market was down 0.4% in first quarter 2017 from 4Q 2016 and up 18.1% from a year ago, according to World Semiconductor Trade Statistics (WSTS). The 0.4% decline in 1Q 2017 versus 4Q 2016 is strong compared to an average 4% decline from 4Q to 1Q over the previous five years. The relative strength in 1Q 2017 was driven… Read More
Tag: semiconductors
Webinar -New Concepts in Semiconductor IP Lifecycle Management
The semiconductor IP market continues growing at a healthy rate, and IP reuse is a staple of all modern SoC designs. Along with the acceptance of IP reuse comes a host of growing challenges, like:
- Increase in design files
- Increase in meta-data
- More links between design members worldwide
- More links between data in multiple engineering
Live from the TSMC Earnings Call!
Last week I was invited to attend the TSMC earnings call at the Shangri-la Hotel in Taipei which was QUITE the experience. I generally listen in on the calls and/or read the transcripts but this was the first one I attended live. I didn’t really know what to expect but I certainly did NOT expect something out of Hollywood. Seriously,… Read More
CEO Interview: Sanjay Keswani of Consensia
Sanjay Keswani founded Consensia in 2013. He has deep experience in the high-tech industry, guiding some of the world’s high profile technology brands through complex innovation and business transformation projects including companies such as Atmel, KLA-Tencor, Hughes Aircraft, and Motorola Mobility. Consensia customers… Read More
Tool Trends Highlight an Industry Trend for AMS designs
Archaeologists often use tools found in digs as a major indicator of trends in civilizations. The same could be said for trends in design, though we don’t have to reconstruct these design trends – we tend to see them ahead of us.
The trend in this case is the growing importance of sensors in designs and there’s no better example of that… Read More
2017 Semiconductor Dead Pool
In 2015 we saw $85B in semiconductor acquisition activity and in 2016 there was more than $110B. Given 2015 and 2016 were relatively flat years for the $335B semiconductor industry and 2017 looks like more of the same we should expect consolidation to continue, absolutely.
So, let’s come up with a list of companies that may fall in… Read More
NVIDIA’s Deep Learning GPUs Driving Your Car!
In a recent SemiWiki article it was noted that 5 of the top 20 semiconductor suppliers are showing double-digit gains for 2016. At the top of the list was NVIDIA with an annual growth rate of 35%. Most of this gain is due to sales of its graphics processors (GPUs) which one normally associates with high performance computer gaming engines.… Read More
What is the impact of missing the 7NM node with EUV?
ASML reported a quarter that was slightly below expectations coming in at Euro 1.815B in revenues and Euro 0.93 EPS. Orders were a bit soft at Euro 1.4B but well within the normal quarterly variation of a lumpy business. Euro 28M was lost in a currency adjustment associated with the Hermes acquisition.
The guidance for Q4 was between… Read More
What’s the Intel Capex Outlook?
Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?
Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More
eSilicon Revolutionizes Semiconductor IP Selection and Purchasing!
Design starts are the lifeblood of the semiconductor industry which is why we have been following the eSilicon STAR Platform since its introduction with great anticipation. The STAR platform was first launched about three years ago. Today, there are over 1,300 registered STAR users in 52 countries around the world.
The ASIC business… Read More