Can Intel Dethrone The Foundry Giants?


The leading-edge foundry business isn’t for the faint of heart. It requires deep pockets and sound technology to keep pace in the chip-scaling race. And despite pouring billions of dollars into new fabs and processes, foundries are competing for fewer customers at each node. Given the difficult business conditions, only a handful of vendors can afford to compete in the high-end foundry bus... » read more

Big Changes Rock Global Smartphone Market


It's not just consumers that are benefiting from the proliferation of low-cost mobile multiple-core processors. Chipmakers are reaping the benefits of the booming smartphone market in Asia and around the globe. In the multicore smartphone applications processor market Qualcomm. leads the way with its Snapdragon processors; it accounted for 43% of the market in the first half of this year, fo... » read more

Wafer Area Shipments Flat, But What Does That Really Mean?


The total area of shipped silicon wafers dropped 2% in Q3 compared with Q2, but that same 2% reduction has shown up in the same time frame over the past several years. There appears to be no significant impact on the silicon wafer area, which is flat at about 2.3 billion square inches. Figure 1: The change in silicon wafer shipping area. Source: SEMI Despite a rapid recovery after the ... » read more

The Week In Review: System-Level Design


Synopsys won a deal with Germany’s Hyperstone, which will use Synopsys verification tools for SoCs in industrial, automotive and medical applications. As SoCs used in industrial and “safety-critical” markets grow in complexity and move to more advanced process nodes, more advanced tools also are necessary. Si2 uncorked a new release of its OpenAccess scripting interface—oaScript Exte... » read more

Bounceback In Equipment Market


For three months, beginning in July, the major index by which the U.S. semiconductor manufacturing equipment gauges its health took a dip, leaving executives in a highly cyclical industry in nail-biting mode. Since then, however, they seem to have recovered some of their composure. At the center of this angst is SEMI’s book-to-bill ratio, which is a three-month moving average of bookings a... » read more

New Pain And Inflection Points


Jack Harding, CEO of eSilicon, talks with Semiconductor Engineering about the explosion in the costs and the risk of semiconductor designs at the leading edge of Moore's Law. [youtube vid=HLS5QhnGHfM] » read more

There’s A New Paradigm In Town


I recently wrote an article in the October 9th issue of EETimes that appears to have rattled the semiconductor industry a bit. Entitled “Wake Up, Semi Industry: System OEMs Might Not Need You,” the article conveyed the fact that many system-level OEMs now have the capability — and desire — to develop their own application-specific chips. This may be news to many. But a simple review... » read more

The Week In Review: Aug. 23


By Ed Sperling Cadence won a deal with Realtek, which licensed the Tensilica HiFi audio DSP core for voice recognition technology. Fast voice triggers have been possible for some time, but being able to combine that with low power for mobile devices isn’t easy because the devices are always on—or at least enough “on” to pick up voice commands. Mentor Graphics turned in a record-bre... » read more

Buying And Selling EDA Companies


By Ed Sperling The rule of thumb for mergers and acquisitions is that the majority will fail. So why, despite concerns about big companies buying up the tools of startups, does EDA’s track record look so good? There are a number of answers that are unique to the EDA industry: There is no manufacturing that needs to be absorbed by the acquirer, which greatly simplifies any deal. Sale... » read more

Stacking The Deck


By Javier DeLaCruz The pinnacle of system-on-chip has passed. There are several dynamics that are moving the industry away from the SoC philosophy that was so popular just a few short years ago. One of the significant factors is that the cost per gate for CMOS nodes below 28nm is rising for the first time in the history of our industry. Another critical factor is the emergence of through-silic... » read more

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