tag: Apple

The Uncertain Future Of Fabless Semis
By Ann Mutschler - 30 Jan, 2014 - Comments: 1

As with most things, perspective is everything, this is especially true when it comes to changes in the semiconductor ecosystem. Some industry watchers say indicators clearly point to a shift happening where system OEMs again make the decisions about what is in a chip, both software and hardware, pointing to Apple, Samsung, Microsoft and Intel as prime examples. As a result, the fabless semicon... » read more

Week In Review: Manufacturing, Design, Test
By Mark LaPedus - 24 Jan, 2014 - Comments: 0

Look for a nasty political campaign in Idaho, according to Bloomberg. Business leaders from Micron Technology and others in Idaho are endorsing the incumbent Republican candidate over a Tea Party challenger. The challenger, Bryan Smith, is a conservative Republican running for Idaho’s second congressional district. He is running against 16-year incumbent Mike Simpson. Simpson is supposedly pr... » read more

Week In Review: Manufacturing, Design, Test
By Mark LaPedus - 17 Jan, 2014 - Comments: 0

A new study from Crucial.com reveals that on some days, 64% of U.S. parents spend more time with their computers than with family or close friends. TSMC posted mixed results in the fourth quarter of 2013. It also announced flat CapEx targets for 2014. TSMC also addressed Intel’s recent comments about TSMC’s finFET plans. Morris Chang, chairman of TSMC, said Intel’s comments are mislead... » read more

The Week In Review: Manufacturing And Design
By Mark LaPedus - 03 Jan, 2014 - Comments: 0

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
By Kurt Shuler - 19 Dec, 2013 - Comments: 1

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
By Jeff Chappell - 18 Dec, 2013 - Comments: 0

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
By Ed Sperling - 13 Dec, 2013 - Comments: 0

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
By Mark LaPedus - 13 Dec, 2013 - Comments: 0

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?
By Mark LaPedus - 12 Dec, 2013 - Comments: 3

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
By Jeff Chappell - 09 Dec, 2013 - Comments: 0

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

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