Breakfast was Fab: West Coast Wafers to Wall Street

Breakfast was Fab: West Coast Wafers to Wall Street
by Paul McLellan on 04-07-2015 at 7:00 am

SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More


Samsung Continues to Top 300mm Wafer Capacity

Samsung Continues to Top 300mm Wafer Capacity
by Pawan Fangaria on 02-03-2015 at 7:00 am

In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More


Twelve Years of Sonics at Toshiba

Twelve Years of Sonics at Toshiba
by Paul McLellan on 01-13-2015 at 7:00 am

Sonics announced today that Toshiba has completed the SoC design using Sonics’ on-chip network IP for its new TZ2100 group of application processors. The TZ2100 group of applications processors are the newest addition to Toshiba’s ApP Lite (Application Processor Lite) TZ2000 series. With this group of ApP Lite devices, sound… Read More


A Brief History of Chips and Technologies

A Brief History of Chips and Technologies
by Paul McLellan on 03-19-2013 at 4:26 pm

I talked to Dado Banatao today. He is managing partner at Tallwood Venture Capital today but back in the mid-1980s he was the founder of Chips and Technologies, the first fabless semiconductor company. The rumors that they had a hard time raising money because VCs couldn’t comprehend a fabless semiconductor company are … Read More


Audio/Voice DSP IP core: the next road to billion unit shipment

Audio/Voice DSP IP core: the next road to billion unit shipment
by Eric Esteve on 01-04-2013 at 6:09 am

When mentioning CEVA DSP IP cores, the first reaction is to think about the complexes DSP functions used into wireless Modem Application like 3G and Long Term Evolution (LTE). Considering that CEVA market share is above 70% for these products, such a reaction makes sense. But did you knew that CEVA DSP IP cores are also empowering… Read More


Toshiba’s ReRAM R&D Roadmap

Toshiba’s ReRAM R&D Roadmap
by Ed McKernan on 09-30-2012 at 11:00 pm

Most companies in the memory business have ReRAM on their radar if not their roadmaps. Toshiba have made some bullish comments about the roadmap and chip size for ReRAM at a recent R&D Strategies Update. At face value, the schedule would put Toshiba quite a bit ahead of their competitors. Over at ReRAM-Forum.com, we have done… Read More


Toshiba Corp. has cancelled plans to sell (ARM-based processor) computers …bad news for Toshiba, TI and the end user

Toshiba Corp. has cancelled plans to sell (ARM-based processor) computers …bad news for Toshiba, TI and the end user
by Eric Esteve on 08-31-2012 at 11:55 am

This news announced two weeks ago is not really good news for those expecting to see this new generation of computers, running Windows RT OS and no more based on x86 processor but on ARM CPU core, coming on the market. The reason invoked by Toshiba was “delays in getting adequate supplies of components” and, even if Toshiba did not specifically… Read More


Samsung’s Regrettable Moment and the Coming of 3D Tick Tock!

Samsung’s Regrettable Moment and the Coming of 3D Tick Tock!
by Ed McKernan on 01-10-2012 at 12:35 am

The might have beens. The shoulda’s, coulda’s, woulda’s are what launches a thousand Harvard Business School Case Studies that are meant to prepare a generation of business leaders on how to make decisions that impact the future directions of companies. Right before the 2008 financial crises (September … Read More


Apple is Giving Samsung Semiconductor A Splitting Headache

Apple is Giving Samsung Semiconductor A Splitting Headache
by Ed McKernan on 10-18-2011 at 5:00 pm

Vertical integration, as I have noted in previous blogs, is the way to domination and maximum profitability. That is unless someone else has beaten you to the punch with an even bettermodel. Apple is now executing a product and manufacturing supplier strategy that will force Samsung to lose lots of money and then ultimately split… Read More


Apple Plays Saudi Arabia’s Role in the Semiconductor Market

Apple Plays Saudi Arabia’s Role in the Semiconductor Market
by Ed McKernan on 09-27-2011 at 12:08 am

The retirement of Steve Jobs left most commentators wondering if Tim Cook could lead Apple marching ever onward and upward. In truth, Tim Cook’s contribution on the operations side has been just as instrumental in the destruction of Apple’s PC and consumer electronics competitors as Jobs’ product vision. Under Tim Cook’s guidance,… Read More