Can Intel Dethrone The Foundry Giants?


The leading-edge foundry business isn’t for the faint of heart. It requires deep pockets and sound technology to keep pace in the chip-scaling race. And despite pouring billions of dollars into new fabs and processes, foundries are competing for fewer customers at each node. Given the difficult business conditions, only a handful of vendors can afford to compete in the high-end foundry bus... » read more

Big Changes Rock Global Smartphone Market


It's not just consumers that are benefiting from the proliferation of low-cost mobile multiple-core processors. Chipmakers are reaping the benefits of the booming smartphone market in Asia and around the globe. In the multicore smartphone applications processor market Qualcomm. leads the way with its Snapdragon processors; it accounted for 43% of the market in the first half of this year, fo... » read more

The Week In Review: System-Level Design


Synopsys is closing in on the $2 billion mark, which would set a new record in EDA. The company posted strong financial results for its fiscal Q4 and fiscal 2013. For its fiscal year, revenue was $1.962 billion, up 11.7% from $1.756 billion in fiscal 2012. Net income for the year was $247.8 million, up from $182.4 million. For the most recent quarter, revenue was $504.9 million, up from $454.2 ... » read more

The Week In Review: Manufacturing & Design


Gesture sensing is a hot topic. Apple recently confirmed the acquisition of PrimeSense for a reported $360 million. PrimeSense is an Israel-based company known for its structured light technology. “Gesture sensing of 3D depth without a controller is the standard for game consoles such as Microsoft Kinect for Xbox and new PS Camera for PlayStation 4. Clearly, a future Apple TV is the logical p... » read more

Big Changes Rock Global Smartphone Market


BANGKOK — One of the many draws for Western travelers here in Thailand and throughout much of Asia, including China, is the availability of cheap consumer electronics. Unfortunately many of these electronic goods — little-known off-brands mimicking better-known counterparts, or white-label devices being passed off as name-brand products to unsuspecting consumers — typically are technologi... » read more

The Week In Review: Manufacturing & Design


Intel is getting serious about the foundry business.  “Intel CEO Brian Krzanich is making some waves. This is not because Intel is becoming more market driven, but that Intel will open its foundry to ‘any’ company able to utilize the company's leading-edge technology. It’s very refreshing to see Intel make this move and could have important implications for the industry. Based on Intel... » read more

Sometime More Is More And Less…


Anyone who has been reading this blog has already figured out that as an ex-system designer, I am a fan of intelligent IP subsystems, and in a couple of my previous posts I already talked about how they make design easier by distributing the overall complexity. The other day however, I found myself trying to describe to a non-semiconductor person why this move is good and what benefits it de... » read more

The Week In Review: Manufacturing & Design


Gartner says the natural life cycle of a technology-driven company is less than 10 years. “To compete in this environment, business leaders must destroy and rebuild the very businesses they helped create,” said Steve Prentice, vice president and Gartner Fellow. He cited examples of IBM Personal Systems Group, Nokia, MySpace, Kodak, Borders, HMV and other companies that have struggled or eve... » read more

ARMing Intel


For some time, the industry has kept a close eye on Intel’s fledging foundry business. The question is whether Intel will merely dabble in the foundry business or become a major player. The answer? It’s still too early to tell. Not long ago, Intel entered the foundry business and announced a smattering of small and niche-oriented customers, such as Achronix, Netronome and Tabula.  Micro... » read more

The Week In Review: Manufacturing & Design


GT Advanced Technologies has entered into a multi-year supply agreement with Apple for sapphire materials. GT will own and operate its furnaces and related equipment to produce the sapphire materials at an Apple-owned facility in Arizona. GT expects to employ more than 700 people in the facility. Apple will provide GT with a prepayment of about $578 million. “We believe Apple likely has signi... » read more

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