The Week In Review: Manufacturing And Design


Blocking cell phone use and texting while driving have been proposed by the U.S. government and for good reason. About 10 people a day are killed in “distraction-affected” car accidents in the U.S., according to the U.S. National Highway Traffic Safety Administration. As a result, some companies are developing technologies that can block texts while driving. But according to Strategy Analyt... » read more

Industry-Shaking Changes Ahead


I’ve been closely following the increasing power of system OEMs (such as Apple, Google, Facebook and Microsoft) over players in the semiconductor industry with an eye toward understanding how this will affect others in the semi value chain. However, I haven’t paid as much attention to the root causes of why these changes are occurring. McKinsey & Company has provided our industry food f... » read more

Tales From The Silk Road


Recently I wrote a two-part article on the impact low-cost quad-core and octo-core mobile processors are having on the mobile handset market here in Asia. In it I briefly mentioned that many travelers and expats in this part of the world—this part being Southeast Asia, generally speaking—come here, among myriad other reasons, for the cheap electronics available. What prompted me to inves... » read more

The Week In Review: System-Level Design


A widely quoted report by Bloomberg said ARM might benefit from a major deal with Google, which is considering using ARM cores in its own processor designs. It's impossible to tell at this point whether Google actually will go through with developing its own chips, a move that would have monumental ramifications in multiple areas. For one thing it would give ARM a major entry into the data cent... » read more

The Week In Review: Manufacturing & Design


Tensions between the U.S. and China are growing. In a research report, Gus Richard, an analyst at Piper Jaffray, said: “The technology sector is being impacted by U.S./Chinese tensions over cybersecurity. The combination of Huawei being blocked from doing business in the United States and the Snowden affair are impacting U.S. tech companies' prospects in China. China’s state-run media ident... » read more

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

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