tag: business

Who’s Calling The Shots
By Ann Mutschler - 24 Aug, 2015 - Comments: 1

As discussed in part one of this report, OEMs are making more of the decisions about what goes into a system design. A large part of this shift involves software, which falls on many plates throughout the ecosystem. Making sure all of the layers of software interoperate and integrate well together is no small feat, and it is growing in complexity at every turn as systems becomes more sophist... » read more

Shrinking R&D Pool
By Ed Sperling - 20 Aug, 2015 - Comments: 2

The rule of thumb in business is that consolidation in a maturing industry improves the health of the surviving companies. In most market sectors that's true. In the semiconductor industry, that formula doesn't work. The reason is due to what might well be called foundational economics. While it's possible to reduce costs in making chips for years to come, at some point the basic building bl... » read more

IIoT Comes To Chip Manufacturing
By Ed Sperling - 18 Aug, 2015 - Comments: 0

Nicholas Ward, director of marketing for the services group at Applied Materials, sat down with Semiconductor Engineering to talk about how data needs to be shared in semiconductor manufacturing and why it's so slow to happen in this industry. What follows are excerpts of that conversation. SE: Where are we with the [getkc id="76" kc_name="IoT"] and the [getkc id="78" kc_name="IIoT"]? War... » read more

Fundamental Shifts In Chip Business
By Ed Sperling - 17 Aug, 2015 - Comments: 3

Shifting business models, acquisitions, minority investments and increasing uncertainty are creating fundamental shifts in the semiconductor industry that could redefine who is successful in which markets for years to come. The announcement today that [getentity id="22671" e_name="Rambus"] is developing memory controller chips, expanding its business beyond just creating IP for the memory an... » read more

Executive Insight: Aart de Geus
By Ed Sperling - 10 Aug, 2015 - Comments: 0

Aart de Geus, chairman and co-CEO of Synopsys, sat down with Semiconductor Engineering to talk about acquisitions, software and EDA. What follows are excerpts of that interview, which was conducted in front of a live audience at DAC. SE: A lot of Synopsys' investments are moving in a new direction, namely software. Why is that becoming so important to your company? De Geus: It's not a dif... » read more

When Will The IoE Be Real?
By Ed Sperling - 06 Aug, 2015 - Comments: 6

One question that surfaces repeatedly from all parts of the electronics world is, 'When will the IoE be real?' There's no simple answer to that question—and there never will be. In some market segments, notably industrial, the IoE has been in existence for years. Being able to predict outages in a production environment has huge economic benefits, and companies have been adding those kinds... » read more

How IoE Will Alter Supply Chains
By Ernest Worthman - 06 Aug, 2015 - Comments: 0

Globalization is a double-edged sword. Without a doubt, it nourishes competition, offers a plethora of independent sources, and bounty of supplies from a global pool of vendors. That is the good side. The downside is that control becomes a management nightmare. Well-oiled, traditional supply chains systems will have to be redesigned to function across a variety of variables that can interrupt t... » read more

Who’s Calling The Shots
By Ann Mutschler - 31 Jul, 2015 - Comments: 0

Throughout the PC era and well into the mobile phone market, it was semiconductor companies that called the shots while OEMs followed their lead and designed systems around chips. That’s no longer the case. A shift has been underway over the past half decade, and continuing even now, to reverse that trend. The OEM — or systems company as it is more commonly called today — now determine... » read more

The Next Big Things
By Ed Sperling - 30 Jul, 2015 - Comments: 0

Progress in electronics has always been about combining more functions into devices and making access to information more convenient. This is what drove the PC revolution in the 1980s, when centralized data was made available on desktops, and it's what drove the notebook PC revolution in the 1990s as computers became untethered from the desktop, as long as you could find an Ethernet connecti... » read more

Consolidation Creates Confusion
By Mike Gianfagna - 30 Jul, 2015 - Comments: 0

Consolidation in any industry is a sign of maturation. Diverse business models converge to the ones that really work. Supply and demand find equilibrium with a right-sized supply base. And generally, the fittest survive. The semiconductor industry is somewhere around a half-century old, so consolidation in this industry is to be expected, and we have certainly seen some consolidation of late. ... » read more

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