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
Tag: semiconductors
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
Shakeup in Analog Rankings
Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking … Read More
TSMC Fab 12 is a Pokemon Go Stop!
It only seems fitting that Fab 12 is a PokeStop since TSMC stands to make a lot of money from the augmented reality gaming craze that is sweeping the world. Unfortunately, most of the press I have read about Pokemon Go has been negative but that is the new “negative media” world we live in. As a player myself (level 25) and a semiconductor… Read More
Embedded Product Development – Make vs Buy
Original Equipment Manufacturers (OEMs) face many questions before building any product. After they are convinced that there is a business potential in their new product, next comes the crucial stage of project execution. They aspire to build the product in-time, maybe before the competitors or better than the competing products,… Read More