The Week In Review: Design/IoT


Synopsys continued its expansion into security with the acquisition of security IP provider Elliptic Technologies. The Canadian company's focus was cryptography cores, security protocol accelerators and processors, Root of Trust embedded security IP modules, secure boot and cryptography middleware as well as content protection IP for integration into SoCs. NXP and Freescale shareholders appr... » read more

Intel Plus Altera


Since the Intel-Altera deal reached the handshake phase earlier this month, there have been a lot of theories being forwarded and a lot of questions being raised. And there have been very few answers, in part because the deal isn't finalized yet and in part because this marriage will take time to play out in the market—maybe years. But along with the GlobalFoundries-IBM pairing, this is th... » read more

DoD Scratches Its Head Over Foundry Security


When the GlobalFoundries deal with IBM to acquire its foundries closes, as it is slated to sometime during 2015, the U.S. Department of Defense has a small problem on its hands. Military programs no longer will have access to a trusted fab to manufacture semiconductors. How do you ensure that the foundry did not modify or alter your design, add backdoor access or implement a remote control mech... » read more

3 Ways To Reload Moore’s Law


The electronics revolution has been enabled because the cost and power per transistor has decreased 30% per year for the last 30 years — a fact usually associated with Moore's Law. This has been accomplished by simply reducing the transistor size while offsetting increased costs of equipment and mask levels, and by increased productivity from improved yield, throughput and wafer size. This... » read more

Capex Growing To A Record High In 2015


Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more

Fab Tool M&A Slowdown?


The semiconductor industry is in the midst of a dizzying array of mergers and acquisitions. At the current pace, some 32% of all U.S. publicly traded semiconductor companies are projected to get acquired in 2015, according to FBR. But in reality, the M&A activity will slow and edge towards a 15% consolidation rate for the year, according to the firm. Still, the IC industry is bracing for... » read more

Consolidation And Innovation


Consolidation is happening across the semiconductor industry, in ways that are very apparent and others that aren't so obvious. On the chipmaker side, NXP's acquisition of Freescale, Avago's acquisition of Broadcom and LSI, and Intel's acquisition of Altera are so big that they require approval by multiple governments. Less obvious are moves such as Apple's build out of its processor team, a... » read more

The Week In Review: Manufacturing


Christopher Rolland, an analyst at FBR, made a startling statement in a recent report. “At the pace of consolidation set thus far this year, 32% of all U.S. publicly traded semiconductor companies would be acquired in 2015! While this run-rate is not likely sustainable and should slow as the year progresses, we still expect ~15% consolidation rates for the remainder of this cycle (above low-t... » read more

Can Copper Revolutionize Interconnects Again?


Electromigration and resistivity present serious obstacles to interconnect scaling, as previously discussed. In a copper damascene process, grain growth is constrained by the narrow trenches into which copper is deposited. As the grain size approaches the mean free path of electrons in copper, electron scattering at sidewalls and grain boundaries increases and resistivity jumps. Meanwhile, incr... » read more

The Week In Review: Manufacturing


In what was called a defensive measure by some, Intel has announced a definitive agreement to acquire Altera for $54 per share in an all-cash transaction valued at approximately $16.7 billion. Here’s what one analyst said about the deal. “We continue to believe Intel’s pursuit of Altera–at a significant premium–was based on a defensive position, rather than the purely accretive str... » read more

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