tag: business

EDA, IP Growth Surge
By Ed Sperling - 07 Jan, 2020 - Comments: 1

EDA and IP grew 8.9% in Q3 of 2019, according to a just-released report, indicating continued confidence in semiconductor growth. Total revenue was up 8.9% globally compared with the same period in 2018, but that number is deceptively low. Revenue in China, for example, increased 5.7% compared to the same quarter in 2018, despite trade restrictions on sales of any IP developed in the United ... » read more

CEO Outlook: 2020 Vision
By Ed Sperling - 06 Jan, 2020 - Comments: 0

The start of 2020 is looking very different than the start of 2019. Markets that looked hazy at the start of 2019, such as 5G, are suddenly very much in focus. The glut of memory chips that dragged down the overall chip industry in 2019 has subsided. And a finely tuned supply chain that took decades to develop is splintering. A survey of CEOs from across the industry points to several common... » read more

What Worked, What Didn’t In 2019
By Brian Bailey - 19 Dec, 2019 - Comments: 1

2019 has been a tough year for semiconductor companies from a revenue standpoint, especially for memory companies. On the other hand, the EDA industry has seen another robust growth year. A significant portion of this disparity can be attributed to the number of emerging technology areas for semiconductors, none of which has reached volume production yet. Some markets continue to struggle, a... » read more

Preparing For The Great Auto War
By Ed Sperling - 05 Dec, 2019 - Comments: 7

The internal combustion engine's days are numbered, and what comes next is going to cause one of the biggest upheavals in the history of business. Before semiconductors and electronics, it was the auto industry that defined economies of scale. In fact, the auto industry became the model on which the entire electronics industry was built. It always was assumed that the mainframe, minicomputer... » read more

Betting On Hydrogen-Powered Cars
By Ann Mutschler - 05 Dec, 2019 - Comments: 10

The automotive industry is taking another look at hydrogen fuel cells, but how they ultimately fare depends on a combination of consumer demand, automaker investment and infrastructure build-out. Hydrogen fuel cell technology has been steadily advancing over the past six decades since the first practical fuel cell system was demonstrated by Cambridge engineering professor Francis Bacon. The ... » read more

A New Playbook For The AI Era
By Ellie Yieh - 21 Nov, 2019 - Comments: 0

It’s Q4 in Silicon Valley, which means that most tech enterprises are in strategic planning mode, taking stock of where they are today and charting a course for where they want to be over the next few years. This year’s Q4 planning cycle needs to be a little different: the opportunities before us are an order of magnitude larger. So are the challenges. To get to where we need to be, our�... » read more

Disaggregation Of The SoC
By Ed Sperling - 24 Oct, 2019 - Comments: 0

The rise of edge computing could do to the cloud what the PC did to the minicomputer and the mainframe. In the end, all of those co-existed (despite the fact that the minicomputer morphed into commodity servers from companies like Dell and HP). What's different this time around is that the computing done inside of those boxes is moving. It is being distributed in ways never considered feasi... » read more

Less Food, More Thought
By Ed Sperling - 10 Oct, 2019 - Comments: 0

A trillion "things" are expected to be connected to the Internet sometime in the next decade. No matter how power-efficient these things are, they probably will require enough coin-sized lithium batteries to drain the world's supply of element No. 3 on the Periodic Table. They also will increase the demand for power everywhere, and that's even before tacking on electric vehicles, the edge, robo... » read more

Adjusting The Finish Line In Auto Electronics
By Ed Sperling - 03 Oct, 2019 - Comments: 0

There are two big hurdles in automotive electronics. One is developing autonomous vehicles, and the other is the electrification of those vehicles. In both cases, the development time may be a lot longer and more costly than anyone expected, and the impact may be much more far-reaching than the initial effort would suggest. For automakers, the key question in all of this is how they will dif... » read more

Survival Of The Cheapest?
By Brian Bailey - 26 Sep, 2019 - Comments: 0

We all want the best solution to win, but that rarely happens. History is littered with products that were superior to the alternatives and yet lost out to a lessor rival. I am sure several examples are going through your mind without me having to list them. It is normally the first to volume that wins, often accelerated by copious amounts of marketing dollar to help push it against headwinds. ... » read more

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