tag: business

Ecosystem Vs. Ecosystem
By Ed Sperling - 12 Nov, 2015 - Comments: 0

The massive consolidation that has been underway over the past couple years is about to slow down. Interest rates are expected to increase in the very near future—the Fed has been dropping hints about this for months—ending the era of cheap capital. The cost of borrowing already is creeping up in anticipation of this, and it's happening globally because money lending is a global industry. ... » read more

Tech Talk: 14nm And Stacked Die
By Ed Sperling - 11 Nov, 2015 - Comments: 0

Aashish Malhotra, marketing director for the ASIC Business Unit at GlobalFoundries, talks about 14nm process technology, the IP ecosystem, and why that technology node will be used as a platform for 2.5D and 3D stacked die across a wide range of markets including the Internet of Everything. [youtube vid=ukTRuedB7ZU] » read more

A Tough Balancing Act
By Michel Courtoy - 02 Nov, 2015 - Comments: 1

Typically, technology startups are formed because a few smart engineers have identified a new opportunity. They work hard on the technology, making sure they deliver innovation that differentiates them from their bigger competitors. They approach their initial customers and refine the product based on the feedback from these early adopters. The focus is still very much on the technology and the... » read more

Counting By The Billions
By Ed Sperling - 29 Oct, 2015 - Comments: 1

The semiconductor industry has been on cruise control since the advent of the personal computer. By 2002, a total of 1 billion PCs had been shipped, according to Gartner, and by 2008 that number had doubled. But that was nothing compared with the smartphone. In 2014 alone, Gartner reported sales of 1.2 billion smartphones. Both of those markets will remain healthy for years to come. Despite... » read more

How Will China Spend $120B?
By Ed Sperling - 22 Oct, 2015 - Comments: 1

It's daunting to consider how much Chinese VC and government money is ready for investment around the globe. With the total now estimated somewhere in the neighborhood of $120 billion, that's a huge stockpile of cash. Just to put that in perspective, roughly $48.3 billion was invested by U.S. investors in 2014, according to a report issued by the National Venture Capital Association and Pricewa... » read more

What’s On Your Holiday Gift List?
By Joanne Itow - 22 Oct, 2015 - Comments: 0

This month Semico reduced our semiconductor growth outlook for 2015 and 2016. The slowdown is mainly due to lower sales of electronic devices such as new convertible notebooks and even smartphones. TSMC reported near-term uncertainty due to higher than seasonal inventories, customers’ cautious inventory management, along with active inventory reductions. The new iPhone 6s and 6s Plus rolled o... » read more

Lam To Acquire KLA-Tencor
By Mark LaPedus - 21 Oct, 2015 - Comments: 1

In a major and surprising move in the fab tool business, Lam Research has entered into a definitive agreement to acquire KLA-Tencor for about $10.6 billion in cash and stock. Lam’s proposed move to acquire KLA-Tencor would create a powerhouse in the fab tool industry. The combined company will have approximately $8.7 billion in annual revenue, propelling it to become the world’s second l... » read more

What China Is Planning
By Mark LaPedus - 21 Oct, 2015 - Comments: 1

Over the years, China has unveiled several initiatives to advance its domestic semiconductor industry. China has made some progress at each turn, although every plan has fallen short of expectations. But now, the nation is embarking on several new and bold initiatives that could alter the IC landscape. China’s new initiatives address at least three key challenges for its IC industry: 1. C... » read more

ARM Buys Carbon
By Brian Bailey - 20 Oct, 2015 - Comments: 3

ARM acquired Carbon Design Systems and its staff for an undisclosed amount of money, adding virtual prototyping capabilities for ARM cores. The deal is the latest in an onslaught of mergers and acquisitions that have racked the semiconductor industry over the past 18 months, propelled by low interest rates and relatively low valuations of target companies. For ARM, this deal solves a growing... » read more

Bigger Standards Required
By Ed Sperling - 15 Oct, 2015 - Comments: 0

One of the great benefits of standards in the semiconductor world is that they make it easier to move forward and speed up technologies and markets—but not always. They are revered by semiconductor companies, despite the fact that they sometimes outlive their usefulness and need to be folded into other standards, and they are recognized as the best way to get things done across a complex, far... » read more

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