Consolidation And Innovation


Consolidation is happening across the semiconductor industry, in ways that are very apparent and others that aren't so obvious. On the chipmaker side, NXP's acquisition of Freescale, Avago's acquisition of Broadcom and LSI, and Intel's acquisition of Altera are so big that they require approval by multiple governments. Less obvious are moves such as Apple's build out of its processor team, a... » read more

The Week In Review: Manufacturing


Christopher Rolland, an analyst at FBR, made a startling statement in a recent report. “At the pace of consolidation set thus far this year, 32% of all U.S. publicly traded semiconductor companies would be acquired in 2015! While this run-rate is not likely sustainable and should slow as the year progresses, we still expect ~15% consolidation rates for the remainder of this cycle (above low-t... » read more

The Week In Review: Manufacturing


Merger and acquisition activity continues to heat up across the semiconductor industry. On one front, Avago Technologies continues on its acquisition spree. And on another front, NXP Semiconductors is moving to spin off its RF power business. And there are other deals in the works as well, including Intel’s proposed move to buy Altera. Weston Twigg, an analyst with Pacific Crest Securities... » read more

Avago Buys Broadcom; NXP Spins Off RF Power Unit


Merger and acquisition activity continues to heat up across the semiconductor industry. On one front, Avago Technologies continues on its acquisition spree. And on another front, NXP Semiconductors is moving to spin off its RF power business. And there are other deals in the works as well, including Intel's proposed move to buy Altera. What’s driving the wave of M&A activity? The sem... » read more

M&A Season Now Officially Open


A year ago many people were making jokes quite openly about the IoT. It wasn't uncommon to hear quips about the Internet of Nothing, the Internet of Disconnected Things, the Internet of Cars, or some other variant that questioned just how connected everything would become. The tenor of the conversation has changed significantly in the past year. The jokes are fewer, the stakes are higher. An... » read more

Week 49: Are We There Yet?


When I was a little kid my parents would pack me and my sister into the car and drive to the Mediterranean for our summer camping vacation. It was quite a haul from our home on the west side of Germany near the border with Belgium to the south of France, and as is true of any long car trip, the last stretch was the hardest. After hours in the backseat, my sister and I would be craning our necks... » read more

The Week In Review: Design/IoT


M&A Avago appears to be on the prowl for a new acquisition. According to a Reuters report, it has made inquiries at Xilinx, Renesas and Maxim and has more than $10B to spend. Avago made a bid for Freescale earlier this year, but NXP ended up buying Freescale for $11.8B. IP Sonics unveiled the ICE-Grain Power Architecture, a power management sub-system for mainstream SoC designs that c... » read more

The Week In Review: Manufacturing


At the SPIE Advanced Lithography conference in San Jose, Calif., there were several takeaways. First, the battle for lithography share is heating up at Intel. “We believe Nikon still holds a decent position at Intel, but with ASML gaining some share at 10nm. Nikon could regain some share with its new platform at 7nm, in our view, but it is early to tell. We believe Nikon has improved its posi... » read more

Getting The Right Return On Invested Power Consumption


Three weeks ago, I participated in a panel on low power and modeling at the system level. It took place at DesignCon 2015 in Santa Clara, together with representatives from AMD, Avago, and Qualcomm. Interestingly enough, it gave me the opportunity to set some of the myths and dis-information about power consumption in emulation straight, but more on that later. The panel was moderated by Steve ... » read more

Important Changes Ahead


Two of Si2's important industry standards efforts will be featured later this month at DesignCon, a popular Silicon Valley event that is now in its 20th year. In the panel entitled, "System-Level Power Modeling—What's the Big Deal?", leading industry experts from AMD, Avago Technologies, Cadence, Docea Power, Qualcomm, and Si2 will focus on the growing need to take a higher level and more... » read more

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