Shakeup in Analog Rankings

Shakeup in Analog Rankings
by Bill Jewell on 09-20-2016 at 4:00 pm

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!

TSMC Fab 12 is a Pokemon Go Stop!
by Daniel Nenni on 09-01-2016 at 4:00 pm

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

Embedded Product Development – Make vs Buy
by Prakash Mohapatra on 08-29-2016 at 12:00 pm

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


AMAT reports strong Q and even better guidance

AMAT reports strong Q and even better guidance
by Robert Maire on 08-21-2016 at 4:00 pm

Last quarter we said that AMAT got its mojo back and it appears to have even picked up speed going into the end of a strong year.

The display business which had been less than reliable in years past has come up with back to back home runs. Applied is growing both its top and bottom line at well above the sluggish market rates and is clearly… Read More


4 Reasons for Bluetooth 5 Adoption in IoT

4 Reasons for Bluetooth 5 Adoption in IoT
by Eric Esteve on 08-21-2016 at 4:25 am

IoT devices have to be connected but power consumption is usually a real concern. If you think about wearables, like for example fitness wristbands, the time between charges could make or break the product. Even if Wi-Fi looks attractive to connect an IoT device, the system developers have quickly realize that the power consumption… Read More


Semiconductors negative in 2016, positive in 2017

Semiconductors negative in 2016, positive in 2017
by Bill Jewell on 08-17-2016 at 12:00 pm

Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics.

Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read More


Rigid-Flex Cabling is Cool! (and requires unique EDA support)

Rigid-Flex Cabling is Cool! (and requires unique EDA support)
by Tom Dillinger on 08-15-2016 at 10:00 am

The three F’s of electronic product development are: form, fit, and function. Although the F/F/F assessment typically refers to the selection of the right component, it most definitely also refers to the selection of the proper cabling between assemblies. The requirements for cables are varied, and demanding: ability… Read More


TSMC and Pokemon Go!

TSMC and Pokemon Go!
by Daniel Nenni on 08-09-2016 at 4:00 pm

As Pokemon Go invades the world, let me give you a firsthand player’s description of the game and why the next generation of augmented reality apps will energize the fabless semiconductor ecosystem and greatly benefit TSMC.

While I am not a “gamer” per say, I am a technologist and am always looking for new semiconductor market drivers.… Read More


KLAC accelerates business into Q4 and where are we on the KLAM deal?

KLAC accelerates business into Q4 and where are we on the KLAM deal?
by Robert Maire on 08-09-2016 at 12:00 pm

While no one was really paying attention, and the company didn’t have an earnings call anyway, KLAC put up a strong beat. Revenues came in at $919M versus street of $842M and EPS came in at $1.77 easily beating $1.42 street.

However this was at the expense of the September quarter as it appears that business in the September quarter… Read More


Why is AMD Stock Jumping?

Why is AMD Stock Jumping?
by Daniel Nenni on 07-30-2016 at 7:00 am

One of my favorite pastimes is listening to the quarterly investor calls of the leading semiconductor companies. I can then match up the talking points with the calls I do with Wall Street, the conferences I attend, and the other data points I have collected while working inside the fabless semiconductor ecosystem for more than … Read More