AMD Wants An FPGA Company, Too

By Ed Sperling - 28 Oct, 2020 - Comments: 0

AMD signed a definitive agreement to acquire Xilinx for $35 billion in stock, setting the stage for a head-to-head battle against Intel in nearly all major markets. But there's more to this acquisition than just keeping up with AMD's arch-competitor. To begin with, the acquisition has a big impact on the programmable logic market. The only pure-play FPGA vendors left are Lattice, Achronix, a... » read more

Good Vs. Bad Acquisitions

By Ed Sperling - 07 Oct, 2020 - Comments: 0

M&A activity is beginning to heat up across the semiconductor industry, fueled by high market caps, low interest rates, and a slew of startups with innovative technology and limited market reach. Some of these deals are gigantic, such as the pending acquisition of Arm by Nvidia, and the proposed purchase of Maxim Integrated by Analog Devices. Others are more modest, such as Arteris IP's ... » read more

Israel: Startup Powerhouse

By Ed Sperling - 05 Oct, 2020 - Comments: 0

Israel is at the front of pack with China and the United States when it comes to tech startups. But when it comes to large, indigenous tech giants, the country is nowhere to be seen. Virtually every major semiconductor company does business in Israel, and many have a strong presence there through centers of excellence or companies they have acquired. But after decades of innovation ranging f... » read more

Deals That Change The Chip Industry

By Ed Sperling - 28 Sep, 2020 - Comments: 0

Nvidia's pending $40 billion acquisition of Arm is expected to have a big impact on the chip world, but it will take years before the effects of this deal are fully understood. More such deals are expected over the next couple of years due to several factors — there is a fresh supply of startups with innovative technology, interest rates are low, and market caps and stock prices of buyers ... » read more

The Next Wave Of Consolidation

By Ed Sperling - 28 Sep, 2020 - Comments: 0

End markets and technologies are changing, stock prices are up, and interest rates are down. Those are the necessary ingredients for acquisition binging. So why isn't much happening? The answer is that more industry consolidation is ahead, but it's all happening more slowly than the economics would suggest. Some of the reasons are obvious, others less so. The big delay is the COVID-19 pa... » read more

Nvidia To Buy Arm For $40B

By Ed Sperling - 13 Sep, 2020 - Comments: 2

Nvidia inked a deal with Softbank to buy Arm for $40 billion, combining the No. 1 AI/ML GPU maker with the No. 1 processor IP company. Assuming the deal wins regulatory approval, the combination of these two companies will create a powerhouse in the AI/ML world. Nvidia's GPUs are the go-to platform for training algorithms, while Arm has a broad portfolio of AI/ML processor cores. Arm also ha... » read more

Week In Review: Manufacturing, Test

By Mark LaPedus - 12 Jul, 2019 - Comments: 0

Semi takeover targets Semiconductor M&A activity is heating up again. So who is next? “Within our coverage universe, we believe AMBA (Ambarella) and SLAB (Silicon Labs) represent the most likely targets moving forward,” according to KeyBanc in a research note. KeyBanc also listed some other “M&A Combinations That Could Make Sense.” Some of these combos make sense, while othe... » read more

Intel Buys NetSpeed for NoC, Fabric IP

By Jeff Dorsch - 10 Sep, 2018 - Comments: 0

Intel acquired NetSpeed Systems, taking in network-on-a-chip and interconnect fabric intellectual property for designing, developing, and testing system-on-a-chip devices. The acquisition gives Intel a key missing ingredient in its plan to develop customized heterogeneous solutions for its customers. The company now has various memory pieces, interconnect bridges, programmable logic and ASIC... » read more

Market And Tech Inflections Ahead

By Ed Sperling - 27 Jun, 2018 - Comments: 0

Aart de Geus, chairman and co-CEO of Synopsys, sat down with Semiconductor Engineering to talk about the path to autonomous vehicles, industry dis-aggregation and re-aggregation, security issues, and who's going to pay for chips at advanced nodes. SE: All of a sudden we have a bunch of new markets opening up for electronics. We have assisted and autonomous driving, AI and machine learning, v... » read more

The Week In Review: Design

By Jesse Allen - 01 Jul, 2016 - Comments: 0

Acquisitions Rambus acquired Inphi Corporation's Memory Interconnect Business, along with all its assets. Rambus CEO Ron Black seeks the $90 million cash deal boosting the company's position in the server, networking and data center market. The deal is expected to close during the third quarter of 2016. Numbers EDA and IP revenue increased 4.5% in Q1, a significant increase given the s... » read more

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Knowledge Centers
Entities, people and technologies explored

Shift Left Is The Tip Of The Iceberg

A transformative change is underway for semiconductor design and EDA. New languages, models, and abstractions will need to be created.

by Brian Bailey

Partitioning In The Chiplet Era

Understanding how chiplets interact under different workloads is critical to ensuring signal integrity and optimal performance in heterogeneous designs.

by Ann Mutschler

3.5D: The Great Compromise

Pros and cons of a middle-ground chiplet assembly that combines 2.5D and 3D-IC.

by Ed Sperling

NAND Flash Targets 1,000 Layers

New techniques go beyond improved deposition and etching, but challenges stack up, too.

by Bryon Moyer

AI’s Role In Chip Design Widens, Drawing In New Startups

Focus is on letting engineers do much more with the same or fewer resources — and less drudgery.

by Karen Heyman

What Comes After HBM For Chiplets

The standard for high-bandwidth memory limits design freedom at many levels, but that is required for interoperability. What freedoms can be taken from other functions to make chiplets possible?

by Brian Bailey

Memory Fundamentals For Engineers

eBook: Nearly everything you need to know about memory, including detailed explanations of the different types of memory; how and where these are used today; what's changing, which memories are successful and which ones might be in the future; and the limitations of each memory type.

by The SE Staff

Why Small Fab And Assembly Houses Are Thriving

Megafabs churning out the most advanced processors are not the only game in town.