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    by Published on 07-30-2014 02:00 AM
    1. Categories:
    2. Semiconductor Design

    In previous posts, we discussed the growing set of challenges and threats faced by the semiconductor industry. From saturating ...
    by Published on 07-29-2014 08:01 AM
    1. Categories:
    2. General

    Everyone in EDA is really smart. People who leave EDA and go and work in other industries, especially people who left in the late 1990s for internet startups, notice that this is not true elsewhere. Not that there aren't smart people in internet startups, just that ...
    by Published on 07-27-2014 06:00 PM
    1. Categories:
    2. Semiconductor IP

    Royalty is a critical component in any IP deal. SoC companies want IP companies to share the risk of success (or failure) of their SoC and to enable that they want IP vendors to accept a substantial part of their payment to be paid as royalty. But the customers are also not very interested to shell out huge money ...
    by Published on 07-24-2014 02:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Semiconductor IP,
    4. Semiconductor Manufacturers

    Paul McLellan and I spent the evening with Samsung at the Bentley Reserve in San Francisco last night. One thing I discussed with them in great detail was IoT devices. Samsung is investing heavily in IoT and the supporting infrastructure. In ...
    by Published on 07-23-2014 08:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Semiconductor Manufacturers

    As Dan Nenni mentioned in an earlier post, INTC and AMD presented their 2Q14 quarterly financial results last week.

    I’ll briefly review the AMD results, then highlight three areas where the information presented didn’t meet analyst expectations. These examples are insightful, I think.


    AMD reported a loss of ...
    by Published on 07-23-2014 02:30 PM
    1. Categories:
    2. General

    Not a total fail but I would classify it as a Segway type fail meaning that while society on a whole will shun Google Glass there will be a number of teksters that ...
    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 regards to wearables, I still ...
    by Published on 07-18-2014 02:00 PM
    1. Categories:
    2. Semiconductor Design

    The most interesting part of the semiconductor market for me has always been the Custom Chip sector – the FPGA, ASIC and ...
    by Published on 07-17-2014 05:00 PM
    1. Categories:
    2. General

    You will be hard pressed to attend a conference and NOT hear the term Big Data these days. What is Big Data? One example is the data SemiWiki has collected over the past 3.5 years while more than one million users have passed through our site. My summer project, with my daughter the math major, is to harness this massive pile of data and make something useful out of it, absolutely.

    The first interesting thing that I filtered out are the top viewed blogs from the past 3.5 years:

    For I have ...
    by Published on 07-10-2014 02:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Semiconductor IP

    When I started collecting my list of EDA mergers and acquisitions about 30 years ago, my objective was simply to determine the number of logos each EDA company owns. For that reason, I collected all the fish-eat-fish-eat-fish…. ...

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