I talked recently about the Intel acquisition of Altera which seems to be all about using FPGA technology to build custom accelerators for the datacenter. Some algorithms, especially in search, vision, video and so on map much better onto a hardware fabric than being implemented in code on a regular microprocessor.
So if the heart… Read More
In an overwhelmingly digital world, there is a constant cry about the analog design process being slow, not automated, going at its own pace in the same old fashion, and so on. And, the analog world is not happy with the way it’s getting dragged into imperfect automation so it can be more like the digital world. True, the analog world… Read More
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
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
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
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
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
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
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
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
