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    by Published on 07-27-2014 06:00 PM
    1. Categories:
    2. Semiconductor IP
    content/attachments/11664-semiconductor-ip-soc.jpg

    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. Mobile
    content/attachments/11648-skybell.jpg

    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
    content/attachments/11634-amd_2q14_debt.jpg

    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.

    Financials

    AMD reported a loss of ...
    by Published on 07-23-2014 02:30 PM
    1. Categories:
    2. Mobile
    content/attachments/11629-google-glass-banned.jpg

    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
    content/attachments/11606-samsung-finfet-foundry.jpg

    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
    content/attachments/11602-custom-logic-generic-heat-map.jpg

    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
    content/attachments/11604-big-data-semiconductor.jpg

    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:

    2014
    For I have ...
    by Published on 07-10-2014 02:00 PM
    1. Categories:
    2. Semiconductor Design,
    3. Semiconductor IP
    content/attachments/11542-fish.jpg

    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…. ...
    by Published on 07-10-2014 01:00 AM
    1. Categories:
    2. Mobile
    content/attachments/11539-iphone-history.jpg

    First there were car phones and admittedly I waited in line to get one when they went mainstream. It was a Motorola something or other and it came with a curly antenna for the back window. From there I got a ...
    by Published on 07-06-2014 07:00 PM
    1. Categories:
    2. General
    content/attachments/11501-banks.jpg

    I have to admit I, thus far, have been the ultimate Bitcoin cynic. Watching the price go from $2 in the fall of 2011 to $1132 in December 2013 was dizzying. It seemed reminiscent of Dutch tulip mania. A bitcoin that is not backed by anything physical such as gold, or by a government, strikes ...

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