Industry-Shaking Changes Ahead


I’ve been closely following the increasing power of system OEMs (such as Apple, Google, Facebook and Microsoft) over players in the semiconductor industry with an eye toward understanding how this will affect others in the semi value chain. However, I haven’t paid as much attention to the root causes of why these changes are occurring. McKinsey & Company has provided our industry food f... » read more

The Week In Review: System-Level Design


A widely quoted report by Bloomberg said ARM might benefit from a major deal with Google, which is considering using ARM cores in its own processor designs. It's impossible to tell at this point whether Google actually will go through with developing its own chips, a move that would have monumental ramifications in multiple areas. For one thing it would give ARM a major entry into the data cent... » read more

The Week In Review: Manufacturing & Design


Tensions between the U.S. and China are growing. In a research report, Gus Richard, an analyst at Piper Jaffray, said: “The technology sector is being impacted by U.S./Chinese tensions over cybersecurity. The combination of Huawei being blocked from doing business in the United States and the Snowden affair are impacting U.S. tech companies' prospects in China. China’s state-run media ident... » read more

Sometime More Is More And Less…


Anyone who has been reading this blog has already figured out that as an ex-system designer, I am a fan of intelligent IP subsystems, and in a couple of my previous posts I already talked about how they make design easier by distributing the overall complexity. The other day however, I found myself trying to describe to a non-semiconductor person why this move is good and what benefits it de... » read more

The Week In Review: Manufacturing & Design


GT Advanced Technologies has entered into a multi-year supply agreement with Apple for sapphire materials. GT will own and operate its furnaces and related equipment to produce the sapphire materials at an Apple-owned facility in Arizona. GT expects to employ more than 700 people in the facility. Apple will provide GT with a prepayment of about $578 million. “We believe Apple likely has signi... » read more

IoT Brings Power Awareness Opportunities


By Ann Steffora Mutschler Limited only by imagination, the “Internet of Things” (IoT) is breathing new life into many segments of the semiconductor industry that are losing hopes for growth in the SoC market. In virtually any vertical market space, from automotive to consumer, from industrial to networking, one can imagine the potential for what IoT concepts could realize including higher ... » read more

OLED Displacing LCD, But Not Affecting Industry Leaders


By Michael P.C. Watts One of the most common themes in high tech is how companies fail to deal with game-changing new products. Think about Kodak and digital cameras, Sony and the flash memory music player, Microsoft and the tablet, GE and Osram and the Light Emitting Diode (LED). The overwhelming conclusion seems to be that you have to be committed to making your own most valuable product red... » read more

Big Iron Conundrums


Enormous attention is being focused on energy efficiency in mobile devices because time between charges trumps a slight boost in performance. Inside of data centers those benefits are far less clear. While energy costs remain a huge factor—they are a visible part of the bottom line costs for a CIO—how to reduce those costs is anything but a simple equation. Just adding more energy-saving... » read more

Bridging The Rift Between Software And Hardware


By Ed Sperling As more computing is done on mobile devices rather than desktops, the idea of what constitutes good application software is changing. This addresses the key reason why some of advanced power-saving features built into chips were not utilized by software in the past. Unless the operating systems were specifically written for mobile devices, such as Android and iOS, the real f... » read more

Low Power Everywhere


By Kiran Vittal School is over for my kids and the summer holidays are here. We are planning to make minor modifications to our home, which includes installation of recessed lights. LED light bulbs are all over the place in home appliance stores and they claim 85% savings in energy costs with a life span of 50,000 hours. The cost of these LED bulbs is five to six times the cost of your average... » read more

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