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    by Published on 07-22-2014 09:59 PM
    1. Categories:
    2. FPGA,
    3. Xilinx

    Xilinx announced their results today and had their conference call this afternoon, which I listened to. For them this is 1Q fiscal 2015 which means you have to be careful since there is a big difference between talking about fiscal quarters and calendar quarters. Xilinx's conference ...
    by Published on 07-22-2014 05:00 PM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. GlobalFoundries,
    4. Intel,
    5. TSMC

    There have been a lot of interesting announcements and presentations lately from the leading edge foundries. Looking at all of this information, a pretty interesting picture begins to emerge.

    TSMC is far and away the world’s largest foundry. In their 2014-Q2 conference call TSMC outlined their expectations for the balance of 2014 out through 2015.

    At 28nm TSMC has LP (low power), ...
    by Published on 07-22-2014 11:30 AM
    1. Categories:
    2. Semiconductor Services,
    3. SEMI,
    4. Semiconductor Intelligence

    At SEMICON West two weeks ago, Bob Johnson of Gartner presented the outlook for the semiconductor market, semiconductor capital spending, and wafer fab equipment spending. Thanks to ...
    by Published on 07-22-2014 05:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. Sonics

    There is never enough memory bandwidth. Well, occasionally there is but many SoCs have lots of blocks that communicate through memory, typically off-chip DRAM. In 2001 Sonics created their first solution to this problem with MemMax technology that was incorporated into their SonicsSX ...
    by Published on 07-21-2014 08:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Cadence

    Cadence announced their 2Q results this afternoon. I listened to the conference call.

    You can read all the details of the results in the press release but the big picture is:
    • Revenue $379K, net income $23M GAAP or $64M non-GAAP (8, 21c per share, beat estimates
    by Published on 07-21-2014 04:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Semiconductor Manufacturers

    While listening to the Intel and AMD conference calls last week I was reminded of the ATI acquisition by AMD and the painfully long cultural assimilation that ensued. The title of this blog could just ...
    by Published on 07-21-2014 06:00 AM
    1. Categories:
    2. Semiconductor Design,
    3. Blendics

    The reliability metric, Mean Time Between Failures (MTBF), is often misunderstood. Use of an MTBF metric generally assumes a random failure process, one that is very infrequent and has no memory of past failures. Such failure modes can occur in System-on-Chip (SoC) designs and ...
    by Published on 07-20-2014 05:00 PM
    1. Categories:
    2. Semiconductor Services,
    3. Semiconductor Manufacturers,
    4. IC Knowledge

    I recently published an article on Semiwiki “Is SOI Really Less Expensive”. That article was the result of months of careful research and analysis. I looked at planar FDSOI versus bulk planar, bulk FinFETs and FinFETs on SOI at three different nodes. I took a consistent set of assumptions ...
    by Published on 07-20-2014 07:00 AM
    1. Categories:
    2. FPGA,
    3. Xilinx

    FPGAs in many ways are still a bit mysterious to some folk. I was at a high level summit in April, and I realized that many there had no idea what an FPGA was. They knew ...
    by Published on 07-19-2014 05:00 PM
    1. Categories:
    2. Semiconductor Manufacturers

    Rather than watch the World Cup battle for third place, my beautiful wife and I spent last Saturday afternoon at the CASPA Wearables Symposium. The most interesting presentation was from Samsung because it included slides on their foundry offering. In ...

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