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
Tag: tsmc
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
ASMC 2015: GlobalFoundries 22nm SOI plans and more!
The Advance Semiconductor Manufacturing Conference was held on May 3[SUP]rd[/SUP] through May 6[SUP]th[/SUP] in Saratoga Springs, New York. ASMC brings a unique operational perspective to technical conferences related to semiconductors. In this blog I wanted to discuss what I thought was the most interesting paper of the… Read More
TSMC 10nm Readiness and 3DIC
At the TSMC Technology Symposium last month Suk Lee presented a lot of information on design enablement. Suk is an interesting guy with a unique background in ASIC, Semiconductor, EDA, and now Foundry. In baseball terms that would be like playing infield, outfield, home plate, and umpire!
Around the turn of the millennium Suk actually… Read More
Linley: Mobile Peaked in 2013?
Last week was the Linley Mobile Conference. Mobile is a huge semiconductor market and, outside of Intel, is the main driver for next generation process technologies. A new generation of mobile phones comes along, fills the leading edge fabs for a year or two and then moves on to the next generation. Nothing comes close to requiring… Read More
2015 Semiconductor Capex led by Memory & Foundry
Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major foundries account for … Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More