First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More
Listening to the Intel earnings call yesterday and then reviewing the transcript last night, I came away with two thoughts that I think are key to understanding where the PC and mobile industry… Read More
Since November of 2011 when Intel preannounced it would come up short in Q4 due to the flooding in Thailand that took out a significant portion of the HDD supply chain, the analysts on Wall St. have been in the dark as to how to model 2012. Intel not only shorted Q4 but they effectively punted on Q1 as well by starting the early promotion… Read More
Just in time for TSMC’s technology symposium (tomorrow) ARM have announced a whole portfolio of new Processor Optimization Packs (POPs) for TSMC 40nm and 28nm. For most people, me included, my first question was ‘What is a POP?’
A POP is three things:
As many analysts have noted, it is difficult to imagine what Intel’s foundry business will look like one, two or even three years down the road because this is all new and what leading fabless player would place their well being in the hands of one who is totally new at the game. I would like to suggest there is a strategy in place that will… Read More
There were three keynotes at CDNLive this morning, and one theme ran through them: collaboration. In fact there was one specific instance of collaboration that all three people mentioned. Taping out an ARM Cortex-A15 in TSMC 20nm technology using a Cadence tool flow.
Lip-Bu, Cadence’s CEO, went first. He had some numbers… Read More
Last May, Atrenta and TSMC announced the Soft-IP Alliance Program which uses SpyGlass and a subset of its GuideWare reference methodology to implement TSMC’s IP quality assessment program. TSMC requires all soft-IP providers to reach a minimum level of completeness before their IP is listed on TSMC online. Since TSMC … Read More
Humor can arise in surprising ways and yet still be disguised to many. As I was researching Qualcomm the other day, I came upon the transcript of their last quarterly earnings and I had to laugh. In the midst of last summer’s European crises, when the Club Med (Greece, Italy, Spain and Portugal) Sovereign Debt was trying to be rolled… Read More
Looking at the ARM Top Ten customers list (for 2010) brings useful information about the volumes production generated by the chip makers involved in the wireless handset segment. Revenue for an ARM licensee comes from upfront license and royalties. Upfront license are in the few $ million range (max), when the below listed contribution… Read More
It’s just a matter of time – perhaps just a few months – before the greatest mystery of the semiconductor industry is revealed and the peaceful co-existence of the Fab vs Fabless world is blown apart. An arms race was started by Intel to challenge TSMC and Samsung on who would control not only the high valued processor but soon… Read More
