PR people in the Valley will soon need a PR agency. Bruce Fienberg, senior manager of corporate communications at Altera, has jumped ship and joined rival FPGA house Xilinx....

Continue reading "Fienberg jumps (FPGA) ship"

Posted by Mark LaPedus on Mar 31, 2007 05:16 PM in Semiconductors

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First, Congress was interested in steroids in baseball. Now, it's jumping into patent reform. What will the idiots in Congress do next?...

Continue reading "Congressional idiots & patents"

Posted by Mark LaPedus on Mar 31, 2007 05:01 PM in Semiconductors

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I'm tired of writing China stories. Everyone and his brother are making an announcement in China. Applied, Intel, Micron and others have announced new efforts in that nation. The latest...

Continue reading "Tired of China"

Posted by Mark LaPedus on Mar 31, 2007 04:42 PM in Semiconductors

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Two seemingly unrelated events caught my eye this weekend, and made me realize the dangers of running "lean and mean." They both bear some relations to Dylan McGrath's recent...

Continue reading "The Barren Supply Chain's Surge Capacity"

Posted by Loring Wirbel on Mar 31, 2007 04:37 PM in Industry

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First it was called Dongbu Electronics. Then DongbuAnam. Then back to Dongbu Electronics. Now what?...

Continue reading "Dongbu can't make up its mind"

Posted by Mark LaPedus on Mar 31, 2007 04:30 PM in Semiconductors

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With this blog, I'm sending a quick congratulations to Synopsys and Magma Design Automation for setting a long-running patent infringement lawsuit. It's good news for the EDA industry, and for...

Continue reading "Congrats to Magma and Synopsys"

Posted by Richard Goering on Mar 30, 2007 09:07 PM in EDA Software

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Qwest Communications International's chairman and chief executive Richard Notebaert has won his company some needed respect following the go-go Nacchio years, but the company was often the last-considered carrier...

Continue reading "Qwest's Reversal of Fortune"

Posted by Loring Wirbel on Mar 30, 2007 06:47 PM in Communications

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Struggling consumer electronics retailer Circuit City has come up with a brilliant, fool-proof strategy that is pretty much guaranteed to turn the company's financial prospects around immediately: firing 3,400 of...

Continue reading "Circuit City's cutthroat strategy cuts own throat"

Posted by Dylan McGrath on Mar 29, 2007 08:09 PM in Consumer

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One of the most secretive startups in the EDA space (or is it embedded software?) is Imperas Inc. A presentation at this week's Multicore Expo may reveal some of their...

Continue reading "What is Imperas thinking?"

Posted by Richard Goering on Mar 29, 2007 07:30 PM in EDA Software

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Dan Henninger, writing his Wonderland column in the Wall Street Journal today, offers a very insightful take on the impact of packet communications....

Continue reading "Packet information"

Posted by Brian Fuller on Mar 29, 2007 06:46 PM in Industry

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Some very interesting news out of STMicroelectronics. They are teaming up with the Chinese Academy of Sciences to develop and commercialize 64-bit processors based on Loongson-2E intellectual property. I first...

Continue reading "ST picks up Chinese processor"

Posted by Mike Clendenin on Mar 29, 2007 01:59 AM in China

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Maybe I'm hopelessly old school, but something struck me as downright scary in the Wednesday keynote speech of Eric Nicoli, chief executive of EMI Group, at the CTIA Wireless...

Continue reading "American Top 40 Ringtones"

Posted by Loring Wirbel on Mar 28, 2007 06:03 PM in Communications

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I've been an early and constant skeptic of Qualcomm's MediaFLO and its content aggregation broadcast company, MediaFLO USA Inc. Time to eat some crow. The network went live two...

Posted by Loring Wirbel on Mar 28, 2007 05:59 PM in Communications

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A keynote speaker at the Multicore Expo Tuesday (March 27) raised a provocative question: "Who will be the Microsoft, the Cadence, or Synopsys of multicore?"...

Continue reading "The "Cadence and Synopsys" of multicore"

Posted by Richard Goering on Mar 28, 2007 12:17 AM in EDA Software

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Citing a "teardown" report from analysts at Prudential Equity, Marketwatch has revealed the big-name chips found in Apple's new television set-top box product, Apple TV....

Continue reading "Prudential, Marketwatch reveal Apple TV chip suppliers"

Posted by Dylan McGrath on Mar 27, 2007 07:56 PM in Consumer

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Am I just a masochist? Trying to hit both the Optical Fibers in Communications conference in Anaheim and the CTIA Wireless 2007 conference in Orlando in one week's time "ain't...

Continue reading "The Two Homes of Mickey Mouse"

Posted by Loring Wirbel on Mar 27, 2007 02:36 PM in Communications

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If you're having a good day, don't read William Trent at Seeking Alpha today. It seems the semiconductor business is slipping quickly....

Continue reading "Bad and getting worse?"

Posted by Brian Fuller on Mar 27, 2007 01:38 PM in Industry

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A "global routing" introduction from Cadence Design Systems today (March 26) made me realize how little new technology we've seen in recent years for pc-board design. It's unfortunate, given the...

Continue reading "Where are the PCB CAD tools?"

Posted by Richard Goering on Mar 26, 2007 05:11 PM in EDA Software

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Mellanox throws another log on the Infiniband fire today, announcing it is sampling some of the ConnectX products it announced back in November. Not much new here other than the...

Continue reading "Infiniband stokes the fire"

Posted by Rick Merritt on Mar 26, 2007 01:00 AM in Computing

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What happened to the ''Vista effect'' for DRAMs and other chips? Microsoft's Vista OS was supposed to fuel the DRAM industry in 2007, according to Samsung and others. Turns out...

Continue reading "DRAMers: Where's 'Vista effect'?"

Posted by Mark LaPedus on Mar 25, 2007 06:07 PM in Semiconductors

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Nitronex, which specializes in the development and manufacturing of gallium nitride (GaN) RF power devices, is on the move. It also appears to be making gains in the GaN market....

Continue reading "Nitronex moves HQ"

Posted by Mark LaPedus on Mar 25, 2007 05:49 PM in Semiconductors

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The NAND flash-memory market used to be special and fun to watch. Now, I'm thinking NAND flash is a flash in the pan. And it's gruesome to follow....

Continue reading "Flash is no fun"

Posted by Mark LaPedus on Mar 25, 2007 03:28 PM in Semiconductors

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It's been a tough period for Japan's consumer electronic companies. JVC, Sanyo, Sony and others have been battered, which has an impact on overall semi growth. Pioneer is not an...

Continue reading "Circling the wagons at Pioneer"

Posted by Mark LaPedus on Mar 25, 2007 03:03 PM in Semiconductors

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It's good and bad news for FormFactor, the world's largest probe-card maker. Demand is mixed for FormFactor, which provides a pulse for the ATE industry. Memory is up. Logic is...

Continue reading "FormFactor not on form"

Posted by Mark LaPedus on Mar 25, 2007 01:41 PM in Semiconductors

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Once upon a time, the silicon foundries were growing like crazy and seemed to be shielded from the IC semi cycles. Those days are over, even at TSMC....

Continue reading "Flushing out TSMC"

Posted by Mark LaPedus on Mar 25, 2007 12:07 PM in Semiconductors

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It makes little sense to design a multicore system-on-chip (SoC) if nobody can program it. That's why both hardware and software designers should take an interest in next week's Multicore...

Continue reading "Multicore designers must consider software"

Posted by Richard Goering on Mar 23, 2007 07:27 PM in EDA Software

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Global innovation networks, whereby companies leverage development and research capabilities across borders in a virtual engineering environment, are the wave of the future. The trend is being driven by the...

Continue reading "Rediscovering Research"

Posted by Richard Wallace on Mar 23, 2007 04:36 AM in Going Global

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Once upon a time I used to write all kinds of stories about who had the next cool PC chip set—LSI Logic, Chips and Technologies, ALI, Etron and on and...

Continue reading "PC chip sets fade away"

Posted by Rick Merritt on Mar 23, 2007 02:59 AM in Computing

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A Department of Commerce official said at a SEMI China meeting today that the US government is working "feverishly" to review a proposed rule that would tighten up export policy...

Continue reading "US-China tech export changes"

Posted by Mike Clendenin on Mar 22, 2007 11:06 PM in China

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Why should chip designers care about an IC routing contest among academic and R&D organizations? Because it results in better IC routing products in the long run....

Continue reading "A routing contest where designers win"

Posted by Richard Goering on Mar 22, 2007 08:27 PM in EDA Software

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Capital, Karl Marx observed, is international. Venture capitalists, however, tend not to be very global in their outlook, or their capital placements. I made this point a few months ago...

Continue reading "Karl Marx, Intel, and heat seekers"

Posted by Richard Wallace on Mar 22, 2007 07:10 PM in Going Global

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How do we know that the novelty has warn off? They are showing soccer in HD now. A lot of it....

Continue reading "How do we know high-definition TV is ubiquitous? Soccer in HD"

Posted by Dylan McGrath on Mar 22, 2007 05:38 PM in Consumer

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While all the chatter these days is about Intel putting a fab in China, the assembly and test business is still one of the driving forces in China's semiconductor industry....

Continue reading "It ain't sexy, but …"

Posted by Mike Clendenin on Mar 21, 2007 09:04 PM in China

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From all appearances, attempts to converge two rival IC power description formats have stalled, and IC designers will be confronted with two similar but separate standards. It's a sad chapter...

Continue reading "EDA vendors undermine IC power standard"

Posted by Richard Goering on Mar 21, 2007 07:34 PM in EDA Software

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Talk about double standards! You should have heard Niklas "Janus" Zennstrom in the Q&A after his keynote at the VON conference today....

Continue reading "Two faces of Nik Zennstrom"

Posted by Rick Merritt on Mar 21, 2007 03:55 AM in Computing

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There are several emerging technologies that could reduce the need for IC design for manufacturability (DFM) tools and techniques. The latest is an approach that fixes yield problems after silicon...

Continue reading "Another possible alternative to DFM"

Posted by Richard Goering on Mar 20, 2007 08:36 PM in EDA Software

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Keep an eye on this soap opera: MediaTek is interested in acquiring TV chip designer Trident Microsystems, a buy that would likely come with a hefty price tag....

Continue reading "On TV: MediaTek wooing Trident? Stay tuned"

Posted by Mike Clendenin on Mar 19, 2007 09:51 PM in China

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Singapore's Chartered Semiconductor Manufacturing has honored its top suppliers at the company's annual Supplier Day event. Novellus Systems International B.V., Sumco Techxiv Corp., United Test and Assembly Center Ltd., and...

Continue reading "Singapore sling awards"

Posted by Mark LaPedus on Mar 19, 2007 05:54 PM in Semiconductors

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Craig Berger, an analyst with Wedbush Morgan Securities, is on an Asian tour. Here is his first report from the wonderful and scenic island of Taiwan:...

Continue reading "Taiwanese Mystery Tour"

Posted by Mark LaPedus on Mar 19, 2007 05:33 PM in Semiconductors

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With grants and tax credits, a group of venture capitalists says, per-engineer costs in western Canada can rival those in India. That got me to wondering about unexplored opportunities in...

Continue reading "Western Canada, the new India"

Posted by Richard Goering on Mar 19, 2007 03:41 PM in EDA Software

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Blackstone Group is edging closer to an IPO and there's been a lot of noise about it lately. Yes, there is kind of a counter-intuitiveness to the notion of a...

Continue reading "Private equity goes public...maybe"

Posted by Brian Fuller on Mar 19, 2007 01:09 PM in Industry

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Good news: MEMC is selling a lot of polysilicon into the solar business. Bad news: MEMC is seeing share losses in core silicon wafer market for semis....

Continue reading "Good, bad news for MEMC"

Posted by Mark LaPedus on Mar 19, 2007 12:47 PM in Semiconductors

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Even though Intel will officially announce their plan for chip-making in China next week, starting up fabs here is getting harder and harder. The failure of Nanotech Corp. is a...

Continue reading "Show me the RMB"

Posted by Mike Clendenin on Mar 19, 2007 03:39 AM in China

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In 2005, a shortfall of 5,000 metric tonnes (MT) of polysilicon used for making solar cells grew to 21,000 in 2006 and will mushroom to 71,000 MT in 2010, according...

Continue reading "Poly wants silicon"

Posted by Mark LaPedus on Mar 19, 2007 01:15 AM in

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I've had several emails and one irate phone call about my story on the head of Microsoft Research bemoaning a five-year decline in the enrollment of college students in computer...

Continue reading "Microsoft off-shoring research"

Posted by Rick Merritt on Mar 18, 2007 10:12 PM in Computing

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Rumor has it that Broadcom will buy troubled Genesis Micro. Or will they?...

Continue reading "Broadcom to buy Genesis Micro?"

Posted by Mark LaPedus on Mar 18, 2007 09:29 PM in Semiconductors

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$100 laptops? Vista? iPhone? High-k dielectrics? They are all over-hyped. But according to Gartner, the hype market of the year thus far could be....solid-state storage (SSD)....

Continue reading "Hype technology of the year?"

Posted by Mark LaPedus on Mar 18, 2007 05:56 PM in Semiconductors

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There is good and bad news in NAND flash for the 7-day period ended March 16, according to Gartner....

Continue reading "Good and bad news for NAND"

Posted by Mark LaPedus on Mar 18, 2007 05:45 PM in Semiconductors

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Last week, China's National Development and Reform Commission announced that it had granted Intel approval to build a new 300-mm fab in Dalian, Northern China. ''So, the question is whether...

Continue reading "Intel's China fab makes no sense"

Posted by Mark LaPedus on Mar 18, 2007 02:55 PM in Semiconductors

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The ides of March took its toll on global market yesterday and today was no better. Monday's markets will open during a partial eclipse of the sun across Asia through...

Continue reading "March, Markets, and Moore"

Posted by Richard Wallace on Mar 16, 2007 05:55 PM in Going Global

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Two presentations at the Mentor Graphics User-to-User Conference Wednesday showed how large companies are creating centralized organizations that reduce the autonomy of IC design and manufacturing groups. Will engineers accept...

Continue reading "Engineers confront centralization"

Posted by Richard Goering on Mar 15, 2007 05:23 PM in EDA Software

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The economic challenges posed by a rapidly aging society may seem like an odd topic for a gathering of EDA users, but it held the audience's attention at Mentor Graphics'...

Continue reading "Engineering and the global demographic time bomb"

Posted by Richard Goering on Mar 14, 2007 10:02 PM in EDA Software

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Now that China has approved Intel's plan to build PC chips in China the question that should be asked is: will the U.S. grant its approval? Assuming Intel goes forward...

Continue reading "Is Intel evil?"

Posted by Richard Wallace on Mar 14, 2007 09:47 AM in Going Global

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First, let me emphasize that I don't much like Eric Schmidt, and have never believed Google actively seeks to avoid doing evil. It seemed evident that in buying YouTube, Google...

Continue reading "Colbert, Redstone, and the Big Cannons"

Posted by Loring Wirbel on Mar 14, 2007 08:11 AM in Communications

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I was chatting with a DSP software developer this morning about competing processor architectures, when it suddenly occurred to me that Agere products have largely been missing in action since...

Continue reading "Is Agere Still Here?"

Posted by Loring Wirbel on Mar 13, 2007 04:48 PM in Communications

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John East, CEO of Actel, has been largely in the publicity background for years. But he emerged this week at the Semico Summit in Arizona with a classic mixture of...

Continue reading "East rises in the west"

Posted by Brian Fuller on Mar 13, 2007 12:22 PM in Industry

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Ciranova, the startup that offers software to make parameterized cells (p-cells) portable to non-Cadence applications, announced today that it's putting its free p-cell generation software under escrow. The big question...

Continue reading "What is Ciranova worried about?"

Posted by Richard Goering on Mar 12, 2007 07:11 PM in EDA Software

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My head hurts! I spent time over the weekend reading the latest antitrust proceedings about Intel and Microsoft. It feels like the cure may be almost as bad as the...

Continue reading "I got the Wintel monopoly-itis"

Posted by Rick Merritt on Mar 12, 2007 01:19 PM in Computing

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Mr. Danger – AKA President Bush--kicked off a five-country trip to Latin America this week to Brazil, Colombia, Uruguay, Guatemala, and Mexico in a kickoff to something White House spin...

Continue reading "Emerging Latin America + Bush Vs. Chavez Videos"

Posted by Richard Wallace on Mar 9, 2007 10:23 PM in Going Global

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The Common Power Format (CPF) has been quietly approved as an official Silicon Integration Initiative (Si2) standard. The question now is whether a simple word change will impact efforts to...

Continue reading "CPF is official Si2 "standard""

Posted by Richard Goering on Mar 9, 2007 04:36 PM in EDA Software

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Anyone with even a casual interest in electronics can tell you that Apple Inc. sits alone atop the mountain of CE vendors in terms of coolness and esteem. From the...

Continue reading "So that's how Apple does it"

Posted by Dylan McGrath on Mar 9, 2007 03:36 PM in Consumer

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Can't close the week without mentioning Lightfleet Corp. (Camas, Wash.) that claimed this week it will bring free space optics to high performance computers later this year. There have been...

Continue reading "Switching on the lights"

Posted by Rick Merritt on Mar 9, 2007 10:28 AM in Computing

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The “China versus India” debate in the electronics/technology sector is getting more intense, and interesting, by the day with pundits everywhere weighing in to handicap what some are billing as...

Continue reading "The Tortoise and the hare"

Posted by Richard Wallace on Mar 8, 2007 06:14 PM in Going Global

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Who holds copyrights for the Common Power Format, originated by Cadence Design Systems and now managed by the Silicon Integration Initiative (Si2)? It's a simple question, but it defies a...

Continue reading "Power format ownership a mystery"

Posted by Richard Goering on Mar 8, 2007 04:30 PM in EDA Software

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A trip up to Redmond this week reminded me that this old broad still has a certain je ne sais quoi that makes smart, ambitious people from many walks of...

Continue reading "The Microsoft Mystique"

Posted by Rick Merritt on Mar 8, 2007 08:09 AM in Computing

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You may remember Vivace, the conservatively funded start up we've written about in the past. I had a chance to hook up with CEO Cary Ussery at IIC in Beijing...

Continue reading "The Beijing-Beverly, Mass. shuttle"

Posted by Brian Fuller on Mar 8, 2007 04:33 AM in Industry

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Freescale Semiconductor demonstrated an interesting bifurcation of wireless broadband futures at its Media and Analyst Day in Austin March 6. The Wireless and Mobile Systems Group sees Long-Term Evolution as...

Continue reading "LTE from Bottom Up, WiMax from Top Down"

Posted by Loring Wirbel on Mar 7, 2007 06:46 PM in Communications

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India, which recently announced a series of investment incentives designed to attract investment in semiconductors may also emerge as a destination for solar cell and solar energy manufacturing....

Continue reading "Little Miss Sunshine"

Posted by Richard Wallace on Mar 7, 2007 04:50 PM in Going Global

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Nothing like a trans-Pacific flight and seeing 40 million of your closest friends to make you appreciate up close just how intense the chaos is in China....

Continue reading "Running Dog in the Middle Kingdom"

Posted by Brian Fuller on Mar 7, 2007 11:08 AM in Industry

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The Open Core Protocol International Partnership (OCP-IP) has launched an ambitious network on chip (NoC) benchmarking initiative. It's a great idea, but it may be difficult in practice....

Continue reading "Are NoC benchmarks practical?"

Posted by Richard Goering on Mar 6, 2007 10:03 PM in EDA Software

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It's still a rare thing for a design-for-manufacturing (DFM) technology to get a third party endorsement from a customer. So it did not go unnoticed that Walter Ng, senior director...

Continue reading "Blaze DFM singled out for praise"

Posted by Dylan McGrath on Mar 6, 2007 01:11 AM in EDA Software

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It's all about interconnect in the x86 world these days. AMD's HyperTransport and Torrenza, Intel's not-yet-ready for prime time CSI and somewhere in the middle Geneseo, based on PCI Express....

Continue reading "Buses and swords"

Posted by Rick Merritt on Mar 6, 2007 12:29 AM in Computing

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This release is for real: Ultra-high purity diaphragm value delivers extended life in slurry applications....

Continue reading "Diaphragm enables slurry apps"

Posted by Mark LaPedus on Mar 6, 2007 12:20 AM in Semiconductors

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Applied Materials has been selected by India's Moser Baer India Ltd. to develop and install the world's first Generation (Gen) 8.5 thin-film solar module production line....

Continue reading "India wants to shine in solar"

Posted by Mark LaPedus on Mar 6, 2007 12:09 AM in Semiconductors

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It's a lackluster picture for semis: The three-month average of worldwide chip sales fell to $21.47 billion in January of 2007 from $21.75 billion in December of 2006, according to...

Continue reading "Bruce batters IC market"

Posted by Mark LaPedus on Mar 5, 2007 11:53 PM in Semiconductors

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Here's an interesting perspective--and stock picks--from a pro: ''January [chip] shipments were two points better than the historical median following weaker than typical December shipments,'' said Craig Berger, an analyst...

Continue reading "Berger finds silver IC lining"

Posted by Mark LaPedus on Mar 5, 2007 11:47 PM in Semiconductors

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After last week's ''thumping'' in the stock market, ''investors are demanding an up-to-date accounting of fundamental developments in the tech sector,'' according to SG Cowen. Here's the good, the bad...

Continue reading "Good, bad & ugly in tech"

Posted by Mark LaPedus on Mar 5, 2007 11:43 PM in Semiconductors

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EDA vendor posturing has been hobbling efforts to come up with a single low-power IC design standard for months. And just as things appear brighter, along comes Magma Design Automation...

Continue reading "Magma's IC power standards surprise"

Posted by Richard Goering on Mar 5, 2007 08:41 PM in EDA Software

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I ran across this bit of timely, pre-crash, global investment advice on: Why You Should Get Involved In New, Emerging Markets while checking to see how the global markets did...

Continue reading "Before and after"

Posted by Richard Wallace on Mar 5, 2007 05:55 PM in Going Global

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Talk about a canary in the coal mine. Check out Hewlett-Packard's 37-inch LCD TV with integrated Wi-Fi. It was launched at the end of last year, and HP recently dropped...

Continue reading "Watching HP's Wi-Fi TV"

Posted by Rick Merritt on Mar 4, 2007 09:55 AM in Computing

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Suddenly, I get the feeling we're going to get really sick of social networking sites very quickly. On Saturday, The New York Times published a piece describing the pressure Cisco...

Continue reading "Cisco's Tribe??!!"

Posted by Loring Wirbel on Mar 3, 2007 10:13 AM in Communications

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Well, the ominous warning in yesterday's post that Friday was going to offer no rest for embattled global investors, or globsters, was accurate. It seems the emerging market sell-off is...

Continue reading "As the world turns"

Posted by Richard Wallace on Mar 2, 2007 03:20 PM in Going Global

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Two days after the global market plunge that sent the DJIA to its lowest low since the terrorist attacks of September 11th, 2001 markets around the world are still teetering...

Continue reading "More global market jitters"

Posted by Richard Wallace on Mar 1, 2007 04:26 PM in Going Global

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Many of you probably think I'm obsessed with the Provider Backbone Transport technology promoted by Nortel Networks, and accepted by BT Group plc for its 21st Century Network. I mean,...

Continue reading "An Extreme Case for PBT"

Posted by Loring Wirbel on Mar 1, 2007 10:47 AM in Communications

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