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Commentary / Analysis

  • Did Apple invest in P.A. Semi prior to acquisition? (May. 07, 2008)
    Word on the street is that there is still a little more light to be shed on the saga of P.A. Semi and Apple.
  • ASIC specialist eSilicon expands strategy, seeks acquisitions (May. 07, 2008)
    After hitting a few speed bumps along the road, fabless ASIC vendor eSilicon Corp. appears to have regained its momentum and has expanded its strategy.
  • Strategy Analytics: ARM Will Beat Intel in $17 Billion Mobile Internet Device Market (May. 07, 2008)
    Proven advantages of the ARM ecosystem in mobile devices will eventually outweigh those of the Intel platform and that ARM devices will comprise the majority of MID sales thru 2014.
  • GSA contends fabless is more (May. 05, 2008)
    Success in the $268 billion semiconductor industry depends on outsourcing, partnerships, financial performance, software and, most of all, innovation and flexibility, according to presenters and panelists at the Global Semiconductor Alliance's recent Israel Executive Forum, held in Tel Aviv
  • Big changes seen in foundry rankings (May. 05, 2008)
    A slowdown in the foundry market reshuffled the top-10 rankings in 2007, according to Gartner Inc.
  • The new challenge for tech companies: currency fluctuations (May. 05, 2008)
    The fluctuating currency market is affecting more than fiscal results; it is also skewing competitiveness and preoccupying corporate boards as top management confronts one more issue over which it has limited control.
  • TSMC wants more of IC pie (Apr. 28, 2008)
    Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) has unveiled a new and possibly controversial strategy that involves more collaboration in the early stages of the IC design process.
  • Keynote speakers differ on the health of the US patent system (Apr. 16, 2008)
    Keynote addresses at the IP Symposium in San Jose.
  • SoC cost, complexity driving IP collaboration (Apr. 16, 2008)
    Growing complexity and the staggering costs associated with designing systems-on-chip are forcing companies to seek collaboration on a variety of intellectual property issues
  • Accelerating development and lowering risk (Apr. 16, 2008)
    The central message of this panel was that the industry must grow from being centered on IP blocks to offer and use IP subsystems
  • China moves to bolster IP laws (Apr. 16, 2008)
    China has moved to evolve and bolster its enforcement of intellectual-property (IP) laws.
  • Analysis: Is the ST, NXP wireless JV the start of IDM break-up? (Apr. 11, 2008)
    The move by STMicroelectronics NV and NXP BV, two of Europe's leading semiconductor companies, to merge their wireless businesses, giving ST an 80 percent ownership of the resulting JV while NXP, left with 20 percent stake, is enriched to the tune of $1.55 billion, is a radical step
  • Analog design alive and growing in India (Apr. 09, 2008)
    A decade ago, Anand Valavi had an idea for starting an analog design group at his company, Wipro Technologies, where he worked as an ASIC engineer. Analog, he thought, could be strategic for India as well as his company, which was trying to develop a portfolio of silicon blocks for licensing.
  • Commentary: How to cash in on video IP (Apr. 02, 2008)
    Digital video is almost everywhere. And where it isn't now, it soon will be. As a result, the market for digital video intellectual property components--hardware, software, you name it--is wide open, with lots of opportunities for profit.
  • EVE in the Systems Prototyping Garden (Mar. 31, 2008)
    EVE's point of view and more considerations on the acquisition of Synplicity by Synopsys.
  • Analysis: On2 brings YouTube to cell phones (Mar. 27, 2008)
    A few months ago, video codec vendor On2 announced its acquisition of Hantro, a company that offers licensable video codec accelerators and software.
  • FPGAs help drive automation (Mar. 17, 2008)
    Aiming to help automotive designers reduce board complexity by taking on more functionality and system integration, FPGA vendors are tailoring parts that offer low-cost connectivity and DSP capabilities, as well as new power management and security features with tighter overall design integration.
  • MIPS vs. Intel Atom (Mar. 17, 2008)
    Following publication of my article on ARM vs. Intel's Atom, a reader asked me where MIPS fits in.
  • IP Adventures in EDA (Mar. 13, 2008)
    By their own actions in the last few weeks, Mentor, Magma, and Cadence, have reopened the debate on whether or not IP belongs in EDA. Their answers respectively are: no, yes, and "on my own terms".
  • MIPS in 'a bit of financial distress' says analyst (Feb. 06, 2008)
    MIPS Technologies has fallen into "a bit of financial distress" since offering to buy Chipidea Microelectronica S.A. (Lisbon, Portugal) for $147 million in cash, according to Rob Sanders, an analyst with Dresdner Kleinwort Wasserstein in London.
  • ARM exec touts IP reuse at ISSCC (Feb. 06, 2008)
    The chief technology officer of intellectual property behemoth ARM Ltd. tried to convince hardware circuit designers gathered here that they should take software IP more seriously as the chip industry matures.
  • CNBC Interview: Warren East, Chief Executive Officer, ARM (Feb. 06, 2008)
    In this interview with Geoff Cutmore, Warren East discusses full year earnings for 2007
  • Analysis: VeriSilicon's HD audio IP solution (Jan. 30, 2008)
    VeriSilicon has released a licenseable DSP core, the ZSP800, and an associated development platform, VZ.AudioHD, optimized for "HD" audio applications.
  • Chip makers must shift from fabs to systems (Jan. 17, 2008)
    Semiconductor companies need to shift their focus from building fabs to building systems, and they must engage with customers at deep technical levels if they are to survive the current wave of consolidation. That's the view of Wolfgang Ziebart, chief executive of Infineon Technologies.
  • Intel CTO outlines 2008 strategy (Jan. 16, 2008)
    Intel Corp. researchers have identified five focus areas for 2008, including "platform-on-a-chip" development.
  • ARM vs. Intel? It's ARM for now (Jan. 07, 2008)
    Intel may be the king of PC multiprocessors, but ARM Holdings has become ubiquitous in mobile phones by not imposing itself too much
  • Commentary: A few fabless fables (Dec. 27, 2007)
    The semiconductor industry is commoditizing with opportunities to differentiate being few and far between. As the fabless companies jostle and compete for market positioning and market share, they are subject to the larger trends that transact in the fabless supply-chain world.
  • Shift in the integration equation (Dec. 24, 2007)
    The trend of the semiconductor road map has always been to pack more functions on a single die through process shrinks and better processing, bolstered by a larger die itself.
  • Under the Hood: Silicon TV tuners clearing hurdles (Dec. 24, 2007)
    Although mobile phone and WLAN transceivers made the transition to silicon ICs years ago, solid-state TV tuners have been slower off the starting block. Recently, several companies have started to offer IC-based TV receivers that will replace the traditional "can tuner."
  • Effort behind reusing IP blocks is underestimated (Dec. 10, 2007)
    When intellectual property (IP) reuse entered the IC design paradigm more than ten years ago, the semiconductor industry expressed high expectations. IP reuse was indeed seen as a way to foster development productivity and output that would eventually offset the design productivity gap.



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