As the number one 56thDAC supporting portal we will publish what’s happening in the conference, on the exhibit floor, and outside activities. The SemiWiki bloggers will be out in full force with live coverage and behind the scenes looks. Remember, SemiWiki bloggers are actual semiconductor professionals with hundreds… Read More
Having just completed a cloud evaluation for SemiWiki I can tell you why eSilicon chose Google. Simply put, they are working harder to get cloud business. Google ($4B) is the number five cloud provider behind Microsoft ($21.2B), Amazon ($20.4B), IBM ($10.3B) and Oracle ($6.08B). There is a lot of money in the cloud and a lot more … Read More
Over the last six years EDA has experienced yet another disruption not unlike the Synopsys acquisition of Avant! in 2001 which positioned Synopsys for the EDA lead they still enjoy today. Or the hiring of famed venture capitalist Lip-Bu Tan in 2009 to be the CEO of struggling EDA pioneer Cadence Design Systems. Under Lip-Bu’s… Read More
It’s no coincidence that the TSMC Symposium is right after the Q1 earnings call. This will allow TSMC to talk more freely and they certainly will, my opinion. It is a very interesting time in the semiconductor industry and TSMC, being the bellwether, can tell us what will happen the rest of the year and give us some 2020 insights.… Read More
What started as blogs, or vignettes as Wally calls them, posted on SemiWiki is now a free PDF eBook. The journey starts with his school days at Stanford through 20+ years at TI and 24+ years at Mentor Graphics. Wally has traveled millions of miles meeting with every customer imaginable while presenting hundreds of different keynotes… Read More
The Design Automation Conference (DAC) is the must-see, annual event for semiconductor professionals that design chips, use EDA software, and buy semiconductor IP. Like all conferences there’s an entrance fee, but for the 11th year now you can get a free pass, courtesy of three sponsors: Avatar Integrated Systems, ClioSoft… Read More
IP vendors have always had the inside track on the status of new process nodes and what customers are planning for their next designs. This is even more apparent now that systems companies are successfully doing their own chips by leveraging the massive amounts of commercial IP available today. Proving once again that IP really … Read More
Semiconductors are not only critical to modern life, semiconductors are critical to National Security. Now that leading edge semiconductor foundries have left the United States one of the more pressing challenges is secure semiconductor manufacturing. This applies to all countries of course so let’s take a look at the International… Read More
AMAT reported a more or less in line quarter with revenues of $3.75B and Non-GAAP EPS of $0.81 versus street expectation of $0.79 and revenues of $3.71B. Guidance came in well below the street with revenues expected between $3.33B to $3.63B and Non-GAAP EPS from $0.62 to $0.70 versus expectations of $3.66B and $0.77. The company … Read More
TSMC has always been my bellwether and for 2019 I think we need to pay careful attention. Bad economic news has been spreading inside the fabless semiconductor ecosystem (tool and IP budgets have been tightening) but I think it is a bit premature. Let’s take a look at the TSMC 2018 Q4 earnings call and talk more about it in the comments… Read More
