tag: business

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

The Next Killer Apps
By Ed Sperling - 08 Oct, 2015 - Comments: 1

The search is on for the next killer applications that will turn connected devices into the next smart phone or PC. Billions of dollars are being poured into startups and established companies, creating a spectrum of new ideas they're trying to bring to market. Whether those investments pay off with a single application, or whether they lead to new ideas that fuse together multiple markets, ... » read more

Executive Insight: Lip-Bu Tan
By Ed Sperling - 01 Oct, 2015 - Comments: 1

Lip-Bu Tan, president and CEO of Cadence, sat down with Semiconductor Engineering to talk about consolidation, Moore's Law, and where the opportunities are in the IoT and automotive markets. What follows are excerpts of that conversation. SE: What are the big concerns for the semiconductor industry in general, and EDA in particular? Tan: Top on my list is all the consolidation that's goin... » read more

EDA, IP Numbers Up
By Ed Sperling - 28 Sep, 2015 - Comments: 0

EDA and IP numbers increased another 8.5% in Q2, with all regions but Japan showing positive growth. Total revenue was $1.91 billion for the quarter, up from $1.76 billion in Q2 of 2014. The largest category, computer-aided engineering, was $657.2 million for the quarter, up 9.6% compared with the same period last year. IC physical design was $379.2 million, up 6% year over year, and IP was ... » read more

The Price Of Consolidation
By Ed Sperling - 24 Sep, 2015 - Comments: 0

Consolidation is causing far-reaching changes across the global semiconductor ecosystem due to the size of companies being bought and the dearth of startups to replenish those being acquired. Coupled with the rising cost and difficulty of shrinking features down to advanced process nodes—many argue that is the largest driver of consolidation—the market dynamics for who's buying IP, EDA t... » read more

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