Ecosystem is everything when it comes to modern semiconductor design, especially if it is mobile. The fabless semiconductor industry has been all about ecosystem since the beginning and that is why we hold supercomputers in our hands today, believe it. After the invention of the transistor in 1947, and the invention of the integrated… Read More
The history of TSMC and its Open Innovation Platform (OIP) is, like almost everything in semiconductors, driven by the economics of semiconductor manufacturing. Of course ICs started 50 years ago at Fairchild (very close to where Google is headquartered today, these things go in circles). The planarization approach, whereby… Read More
It now appears that Steve Ballmer was suddenly given his walking papers at the urging of an activist investor (ValueAct) and with the concurrence of Bill Gates. Wall Street’s growing impatience tends to coincide when the Innovators Dilemma scenario has taken hold of a company that has been unable to overcome its challengers. Why… Read More
I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More
I think by now all of us know, or have heard about 20nm process node, its PPA (Power, Performance, Area) advantages and challenges (complexity of high design size and density, heterogeneity, variability, stress, lithography complexities, LDEs and so on). I’m not going to get into the details of these challenges, but will ponder… Read More
IC designers have been creating with hierarchy for years to better manage large design sizes, however for the test world the concept of hierarchy and emerging standards is a bit newer. TSMC and Synopsys jointly created a webinarthat addresses hierarchical test, so I’ve attended it this week and summarized my findings here.… Read More
The presentations from the 450mm sessions at SEMICON West are up now. After talking to equipment manufacturers and the foundries I’m fairly confident 450mm wafers will be under our Christmas trees in 2016, absolutely. TSMC just increased CAPEX again and you can be sure 450mm is part of it. SEMI has a 450mm Central landing page HERE… Read More
There is an interesting article on Seeking Alpha, “A More Profitable Semiconductor Company Than Intel”, and for a change the author does not PRETEND to know semiconductor technology. Refreshing! Personally I think the stock market is a racket where insiders profit at the expense of the masses. But if you are going to gamble you … Read More
In the world of Tech Goliaths, the seemingly low tech, not for profit Amazon continues to amaze investors with a high and rising stock price. More so than Google, Amazon is considered to have retail all wrapped up with the end game being sky-high warehouses and continuous truck rolls up and down our scenic neighborhoods. Walmart … Read More
This week, I had a nice opportunity meeting Charu Puri, Corporate Marketing and Sushil Gupta, V.P. & Managing Director at Atrenta, Noida. Well, I know Sushil since 1990s; in fact, he was my manager at one point of time during my job earlier than Cadence. He leads this large R&D development centre, consisting about 200 people… Read More
