Electronics is unusually an evergreen industry where companies make profit, yet end-product prices go down significantly after a brief period of price skimming. A product phases out quite fast (in case of smartphones every 1.5 to 2 years), but still yields big bucks for successful companies in its value-chain. How does this happen?… Read More
Tag: tsmc
Further Delays for Intel 10nm?
Intel’s 10nm may be reliving the 14nm elongated delay issue-
Schedules & tool delivery may be pushed even deeper into 2016-
Meanwhile Samsung & TSMC press on-
Could Intel be embarrassed?
… Read More
TSMC Shows 10nm Wafer!
If you really want to know why I write about TSMC it is all about ego, my massive ego, absolutely. Blogs about TSMC and the foundries have always driven the most traffic and they most likely always will. Semiconductor IP is second, Semiconductor Design is third, and I don’t think that is going to change anytime soon:
SemiWiki BI: Daniel… Read More
Ultra-Low Power Non-Volatile Memory Solutions for the Smart Connected Universe
DAC is a great place to gather information about products and technologies. However it can be difficult to chase down the information you need because you may need to cover a lot of ground to hear or talk to the people with the right knowledge. Fortunately there are a few places you can go to learn about a number of products at one place.… Read More
Changing Trends at the Top of Semicon Space
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Why does Apple do business with Samsung?
The Apple and Samsung relationship is an interesting one. On one hand they have co-developed some of the most innovative products on the market today (iPod, iPhone, iPad, iWatch) yet they are fierce competitors in the mobile market. Some call this type of business relationship “frenemies” others refer to the old Italian proverb… Read More
eSilicon Lyfts Its Game
We have got used to services like Uber and Lyft (at least in cities that are not so anti-consumer as to ban them, I’m looking at you New York. Et vous Paris). But in most of the semiconductor world we are still stuck standing at the side of the road waving our hand helplessly in the hope that the light on that taxi is actually on. Leading… Read More
A Key Partner in the Semiconductor Ecosystem
Often we hear about isolated instances of excellence from various companies in the semiconductor industry which contribute significantly in building the overall ecosystem. While the individual excellence is essential, it’s rather more important how that excellence is utilized in a larger way by the industry to create a ‘value… Read More
Custom IC Panel: Winning the Custom IC Design Race!
Back in the day, EDA companies enabled the foundries. Seriously, those pesky little foundries chased us EDA companies around like puppies who needed a walk. Now, emerging EDA and IP companies are the puppies and we chase the foundries. Solido Design Automation is one of the hardest working puppies that I have ever helped with strategic… Read More