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    by Published on 01-22-2019 11:00 AM
    1. Categories:
    2. Semiconductor Design,
    3. ANSYS, Inc.,
    4. Events
    Tackling large-scale SoC and FPGA prototyping debug challenges-designcon-2019.jpg

    DesignCon is coming up, kicking off the first of many industry conferences for the year. It’s at the Santa Clara Convention Center which is the best venue in Northern California. Not only is this a semiconductor crowd, it’s also a systems crowd covering chips, ...
    by Published on 01-22-2019 06:00 AM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. TSMC
    Article: Extending Wintel collaboration to Nokia?-tsmc-samsung-5nm.jpg

    TSMC has always been my bellwether and for 2019 I think we need to pay careful attention. Bad economic news has been spreading inside the fabless semiconductor ecosystem (tool and IP budgets have been tightening) but I think it is a bit premature. Let’s take a look at the TSMC 2018 Q4 earnings call and talk more about it in the comments section:

    • Q1 of $7.3B to $7.4B, down 14%
    • TSMC
    ...
    by Published on 01-21-2019 11:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. Events
    Tackling large-scale SoC and FPGA prototyping debug challenges-eda-ip-vs-semi-min.jpg

    DAC 2019 will take place in Las Vegas (June 2-6) this year before moving back to San Francisco in 2020 and for the next 5 years. Considering the various rumors about merging the conference, or even the end of DAC, this is a very good news! Not only for Design Automation, but, as we will see, for the IP industry. ...
    by Published on 01-21-2019 06:00 AM
    1. Categories:
    2. Semiconductor Design,
    3. Cadence
    Article: Buying DDRn Controller IP AND Memory Model to the same IP vendor gives real TTM advantage-eda-flows.jpg

    It seems that it has always been that there were packages and ICs, and in the design tool world “never the twain shall meet”. The tools for designing packages were completely separate from the tools used to design IC’s. This was so profoundly true that even after Cadence ...
    by Published on 01-20-2019 11:00 AM
    1. Categories:
    2. Automotive
    Article: Want 10nm Wafers? That'll Cost You-remote-control-crazy-likes-company.jpg

    Three years ago Chris Valasek and Charlie Miller hacked an FCA Jeep to demonstrate the ability to remotely control a vehicle. The stunt was intended to make the point that the automotive industry had a problem with cybersecurity and the consequences of failing to deal with this vulnerability ...
    by Published on 01-20-2019 06:00 AM
    1. Categories:
    2. Semiconductor Services,
    3. Semiconductor Manufacturers,
    4. TSMC,
    5. Semiconductor Advisors
    Article: Developing ARM v8 Code...Today-apple-tsmc.jpg

    TSMC reported an in line quarter, as expected and also reported down Q1 guidance, also as expected. The only thing some investors may have been caught off guard about is the magnitude of the expected drop, 14%, from $9.4B to $7.35B. This is the largest quarter over quarter drop for TSMC in a very ...
    by Published on 01-18-2019 06:00 AM
    1. Categories:
    2. General
    Article: Extending Wintel collaboration to Nokia?-cnbc-nenni-interview.jpg

    Over the holidays I did an interview with CNBC on the subject of Qualcomm. The producer had read the History of Qualcomm chapter in our book Mobile Unleashed and wanted to base a 15 minute report on it. The interview lasted 90 minutes but of course only snippets of what I said were ...
    by Published on 01-17-2019 11:00 AM
    1. Categories:
    2. Semiconductor Services,
    3. Events,
    4. Semiconductor Advisors
    Article: Extending Wintel collaboration to Nokia?-robert-maire-bloomberg.jpg

    We attended the Needham Growth Conference which is one of the first conferences of the year and in the quiet period before most companies reported so even though there was no "official" comment from most companies on the quarter, the surrounding commentary spoke volumes:

    • The down cycle (and everyone admits its a cycle and no one admits to ever saying it wasn't still cyclical...) is on going and appears to be
    ...
    by Published on 01-17-2019 06:00 AM
    1. Categories:
    2. Semiconductor Manufacturers,
    3. Intel
    Article: Welcome to the Video Club!-apple-intel.jpg

    Interestingly, in some circles I’m known as an “Intel basher” but nothing could be further from the truth. I grew up with Intel and give them full credit for bringing serious compute power to our desktops. My first ...
    by Published on 01-16-2019 06:00 AM
    1. Categories:
    2. Semiconductor IP,
    3. ARM,
    4. IoT Internet of Things,
    5. Automotive,
    6. Artificial Intelligence
    Article: Tubes of the Future-arm_isp-before-after-min.jpg

    In all the enthusiasm around machine learning (ML) and intelligent vision, we tend to forget the front-end of this process. The image captured on a CCD camera goes through some very sophisticated image processing before ML even gets to ...

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