Questions have been raised about whether John Cooley's recent verification user survey is "statistically significant." I don't know much about statistics, but 818 responses sounds good to me....

Continue reading "Is Cooley's survey bad science?"

Posted by Richard Goering on Apr 30, 2007 09:54 PM in EDA Software

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DRAMs--or Dumb RAMs as I call them--continue to take a major beating. Citing poor demand, DRAM spot prices are trading at another new 52-week low and are 60 percent below...

Continue reading "DRAMs take another beating"

Posted by Mark LaPedus on Apr 29, 2007 03:43 PM in Semiconductors

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For the seven-day period ended April 27, spot prices for NAND flash fell by an average of 1 cent, compared to the previous period, standing at $1.01 on a 1-Gbit...

Continue reading "NAND down by a penny"

Posted by Mark LaPedus on Apr 29, 2007 03:08 PM in Semiconductors

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Some say structured ASICs have been a bust. But according to Semico, the emerging structured ASIC segment has breathed new life into an ailing overall ASIC market....

Continue reading "Structured ASICs: Boom or bust?"

Posted by Mark LaPedus on Apr 29, 2007 12:53 PM in Semiconductors

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Applied Materials and Rohm & Haas share a huge leads in the CMP equipment and materials sectors, respectively, in 2006, according to The Information Network. But what will drive the...

Continue reading "AMAT, R&H rule CMP"

Posted by Mark LaPedus on Apr 28, 2007 02:48 PM in Semiconductors

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What's the latest on the stock front from ASE Test, Cohu, FormFactor, KLA-Tencor and MEMC? The experts weigh in:...

Continue reading "Hot, cold chip-equipment stocks"

Posted by Mark LaPedus on Apr 28, 2007 02:33 PM in Semiconductors

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What's the latest on the stock front from Broadcom, Microsemi, Monolithic Power, Qualcomm, SanDisk, Trident and Xilinx? The experts weigh in:...

Continue reading "More hot, cold chip stocks"

Posted by Mark LaPedus on Apr 28, 2007 02:17 PM in Semiconductors

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I'm sure someone from AT&T or the former SBC Communications will complain that I even attempt to compare the possible sentencing Joseph Nacchio will receive in July, with the...

Continue reading "While Nacchio "Does Big Ben," Whitacre Does the Town"

Posted by Loring Wirbel on Apr 27, 2007 03:47 PM in Communications

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Kudos to Ars Technica for some meaty reporting on a typical Intel tease about its Larrabee project, a family of chips that point the way for what is happening in...

Continue reading "Inside Intel's Larrabee"

Posted by Rick Merritt on Apr 27, 2007 02:16 PM in Computing

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Don't look now, but support is growing for a potential new EDA standards effort. This effort would provide a standard set of constraints for analog design....

Continue reading "Open analog constraint standard urged"

Posted by Richard Goering on Apr 26, 2007 08:53 PM in EDA Software

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For once I asked the right question. "Where do the greatest technology breakthroughs and innovation occur?" The question was directed at Carver Mead, whom I and a small group of...

Continue reading "Israel Inside"

Posted by Richard Wallace on Apr 26, 2007 04:28 PM in Going Global

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Piracy? What piracy? Big Brother in Beijing is laying down the law by saying all large state-owned firms can't use fake, buggy software anymore. Instead, they must use the "genuine"...

Continue reading "China going legit"

Posted by Mike Clendenin on Apr 26, 2007 08:09 AM in China

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Two competing IC low power description standards have resulted in two separate (but hopefully equal) workshops at the June Design Automation Conference (DAC). Will either workshop acknowledge the existence of...

Continue reading "DAC deftly sidesteps power standard dispute"

Posted by Richard Goering on Apr 25, 2007 11:47 PM in EDA Software

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Here's some analysis on stock prices from Altera, Pixelworks, RF Micro, SanDisk, Silicon Labs, TI and Zoran:...

Continue reading "Hot, cold chip stocks"

Posted by Mark LaPedus on Apr 25, 2007 10:05 PM in Semiconductors

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Sad to say, but AMD is on the ropes again. The troubled chip maker is facing losses, a cash crunch, share erosion and mighty Intel. What should AMD do now?...

Continue reading "Maybe Jerry Sanders should return to AMD"

Posted by Mark LaPedus on Apr 24, 2007 10:59 PM in Semiconductors

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Ah, the smell of rumor in the morning. The latest buzz in this part of the world is that Huawei Technologies and Symantec Corp. will form a joint venture in...

Continue reading "Huawei and Symantec?"

Posted by Mike Clendenin on Apr 24, 2007 10:26 PM in China

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Will we ever see $300 billion in annual semiconductor sales? I vividly remember the day around a dozen years ago when the SIA held its pre-dinner press conference in San...

Continue reading "Two steps forward..."

Posted by Brian Fuller on Apr 24, 2007 06:55 PM in Industry

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Nusym Technology is a stealth-mode verification startup that's been the subject of much speculation, and now there are finally some user reports about what the company is up to....

Continue reading "More on verification startup Nusym"

Posted by Richard Goering on Apr 24, 2007 03:13 PM in EDA Software

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Objective Analysis, a new semiconductor market research firm, consists of former analysts from Semico. Now, Objective Analysis has found some talent at Gartner/Dataquest, as it announced that Tom Starnes has...

Continue reading "Semico spin-off hires Dataquest analyst"

Posted by Mark LaPedus on Apr 24, 2007 02:30 PM in Semiconductors

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Based on an earlier post by my colleague Mark LaPedus, I'm initiating a blog smack down over the issues related to ProMOS Technologies move into China. Read Mark's blog here....

Continue reading "China/Semis blog smack down"

Posted by Mike Clendenin on Apr 23, 2007 11:03 PM in China

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Congratulations are due to Jan Willis, senior vice president of industry alliances at Cadence Design Systems, and the latest winner of the Design Automation Conference's "Women in EDA" achievement award....

Continue reading "Cadence's Jan Willis wins EDA award"

Posted by Richard Goering on Apr 23, 2007 06:14 PM in EDA Software

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Motorola Chief Executive Ed Zander has been under the microscope in recent days, as revenue trends in the wireless business do not look good, whether it's handsets, BSC infrastructure,...

Continue reading "Tut + Terayon = Motorola's Saving Grace?"

Posted by Loring Wirbel on Apr 23, 2007 04:01 PM in Communications

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A Chinese official said over the weekend that China wouldn't play favorites when it comes to introducing 3G technology. That gave me a good belly laugh. Does the guy think...

Continue reading "China: 'technologically neutral' Ha!"

Posted by Mike Clendenin on Apr 22, 2007 11:21 PM in China

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More research in China; cheaper software in China. Two great tastes that taste great together....

Continue reading "M'Soft to double China R&D"

Posted by Mike Clendenin on Apr 22, 2007 11:14 PM in China

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I don't get it. NAND demand is supposed to be high, but the leading indicators point in the other direction in some cases....

Continue reading "NAND spot prices down, contract tags up"

Posted by Mark LaPedus on Apr 22, 2007 12:41 PM in Semiconductors

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This is a dumb market. DRAMs--or Dumb RAMs--fell again. Citing poor demand and excess capacity, DRAM spot prices are trading at a new 52-week low and 55.3 percent below the...

Continue reading "DRAMs (Dumb RAMs) at 52-week low"

Posted by Mark LaPedus on Apr 22, 2007 12:23 PM in Semiconductors

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The US-Taiwan Business Council welcomed Taiwan's approval for DRAM maker ProMOS Technologies to build a 0.18-micron fab in China. But so what and who cares? This is the silliest thing...

Continue reading "Farcical 180-nm fabs in China"

Posted by Mark LaPedus on Apr 22, 2007 11:48 AM in Semiconductors

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On Friday (April 20), here's a synopsis of what happen at an event held at Novellus Systems, dubbed ''The Business Case for Energy Efficiency.'' I did not go to the...

Continue reading "Novellus saves the world"

Posted by Mark LaPedus on Apr 22, 2007 11:14 AM in Semiconductors

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Okay, I wasn't at the Design Automation and Test Europe (DATE) conference this week in Nice, France, either. But here are a few of the news reports that caught my...

Continue reading "What you missed at DATE"

Posted by Richard Goering on Apr 20, 2007 08:13 PM in EDA Software

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Three weeks ago, I suggested in this blog that the fortunes of former Qwest Communications International CEO Joseph Nacchio were looking brighter than they were at the start of...

Continue reading "The Enron Factor"

Posted by Loring Wirbel on Apr 20, 2007 08:15 AM in Communications

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This is not a hockey score--you hockey puck! (San Jose has an NHL team called the Sharks.) It has more to do with money, power and a nice IC-packaging and...

Continue reading "ASE--1, Sharks--0"

Posted by Mark LaPedus on Apr 20, 2007 01:54 AM in Semiconductors

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Looking for a handy decoration for your home or office? Fear not — the EDA wall chart, initiated by Gary Smith while he was a Gartner Dataquest analyst, is back....

Continue reading "Gary Smith's wall chart reappears"

Posted by Richard Goering on Apr 19, 2007 05:40 PM in EDA Software

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Avici Systems' announcement that it would halt selling routers, and restrict future business to its Soapstone control-plane software, couldn't have been too much of a surprise. Although the company...

Continue reading "And Then There Were Two (or Thereabouts)"

Posted by Loring Wirbel on Apr 19, 2007 03:06 PM in Communications

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Intel just wrapped up its spring developer's conference. It used to be in San Francisco. Now it's in Beijing. Smart move. But was it a smart move to use this...

Posted by Brian Fuller on Apr 19, 2007 01:03 PM in Industry

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Rick Merritt and I have posted several times about the spooky nature of the obsessive Macintosh aficonado (duplicated in part by some rabid iPod fans). The issue here is...

Continue reading "Final Cut Studio: Product Pitch or Groupie Love Fest?"

Posted by Loring Wirbel on Apr 19, 2007 12:12 PM in Computing

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OK so we got our TVs, our PCs and our cellphones. Is there a fourth screen that could be in our lives? Intel is experimenting with a concept it calls...

Continue reading "Finding a fourth screen"

Posted by Rick Merritt on Apr 19, 2007 10:39 AM in Computing

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What's the most expensive fish you ever had? An outstanding piece of sushi-grade ahi? Well, if you plunk down a few pennies on eBay, you can fly-fish with Intel's Chairman...

Posted by Brian Fuller on Apr 18, 2007 05:41 PM in Industry

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The OpenSystem C Initiative (OSCI) put out a press release today (April 17) noting a "surge" in SystemC acceptance. There's impressive growth, yes, but I question the assertion that "everyone's...

Continue reading "Dissecting the SystemC "surge""

Posted by Richard Goering on Apr 17, 2007 09:32 PM in EDA Software

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No, not Crime Scene Investigation. Common System Interface, the replacement for the traditional front-side bus on an x86 processor. Intel confirmed publicly for the first time it is rolling out...

Continue reading "Here comes CSI"

Posted by Rick Merritt on Apr 17, 2007 08:17 PM in Computing

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I know Intel likes to be first in everything, but in this case they are third. I caught this line a press release, and it doesn't add up. "Last month,...

Continue reading "Intel correction"

Posted by Mike Clendenin on Apr 17, 2007 08:13 PM in China

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National Association of Broadcasters planners at NAB 2007 did an outstanding job of making the sessions on IPTV and broadband video on the Web relevant to local programmers. Speakers...

Continue reading "Broadcast Programmers of the World, Get a Clue!"

Posted by Loring Wirbel on Apr 17, 2007 03:08 PM in Communications

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Intel's made some pretty savvy moves in China recently. First, it promises a $2.5 billion, 300-mm wafer fab for the northern city of Dalian, then shortly after it brings the...

Continue reading "Beijing IDF or bust"

Posted by Mike Clendenin on Apr 17, 2007 01:00 AM in China

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Get ready for an avalanche of press releases about adoption of low power formats. It's all part of the ongoing industry war between two rivals, the Common Power Format (CPF)...

Continue reading "Power standard marketing wars begin"

Posted by Richard Goering on Apr 16, 2007 08:39 PM in EDA Software

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Score one for MIPS Technologies. MIPS announced that NEC Electronics has renewed its MIPS architecture license....

Continue reading "MIPS scores at NEC"

Posted by Mark LaPedus on Apr 16, 2007 03:07 PM in Semiconductors

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ASML is expected to report its results Wednesday. If Lam is kicking ass in etch, then ASML is kicking butt in litho. Nikon is doing well too. Canon is a...

Continue reading "ASML is kicking butt in litho"

Posted by Mark LaPedus on Apr 16, 2007 02:42 PM in Semiconductors

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NAND flash is supposed to see a big rebound in Q3, according to Gartner. Shortages may be coming. Watch out! But for now, the market is lousy....

Continue reading "No fan of NAND"

Posted by Mark LaPedus on Apr 16, 2007 02:25 PM in Semiconductors

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So it seems there is some disagreement over who dropped the ball on Nanotech Corp., the Changzhou-based fab project that captured some attention back in 2004 because it was buying...

Continue reading "Nanotech: He said, She said"

Posted by Mike Clendenin on Apr 16, 2007 01:47 AM in China

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I was one of those reporters who trashed Bluetooth in the early days. Like many of us, we thought Bluetooth was a bust. The name ''Bluetooth'' is still idiotic in...

Continue reading "Bluetooth is 'Greentooth'"

Posted by Mark LaPedus on Apr 15, 2007 12:28 PM in Semiconductors

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Lam Research is amazing. It is basically is a one-product company--etch. Yet Lam is kicking AMAT's and TEL's ass in the etch market. Just check out the bruises in Santa...

Continue reading "Lam is kicking ass"

Posted by Mark LaPedus on Apr 15, 2007 11:44 AM in Semiconductors

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Analyst Diane Krandel of Technology Forecasters has an intriguing report on this topic: Why don't EMS companies enter the high-end, chip-packaging business? (For the dummies in the crowd like me,...

Continue reading "EMS vs. IC-packaging subcontractor battle looms"

Posted by Mark LaPedus on Apr 15, 2007 11:21 AM in Semiconductors

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DRAM stands for dynamic RAM. DRAM ain't so dynamic now. In fact, I call them Dumb RAMs now. In any case, the DRAM--or Dumb RAM--upturn is over--after only one week!...

Continue reading "DRAM (Dumb RAM) upturn is over"

Posted by Mark LaPedus on Apr 14, 2007 07:41 PM in Semiconductors

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I didn't realize how difficult low-power IC design is until I attended some user sessions at the Electronic Design Process (EDP) workshop Thursday. The sessions showed that designers really need...

Continue reading "Perils of low-power design"

Posted by Richard Goering on Apr 13, 2007 08:18 PM in EDA Software

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The clear implication from the recent blog postings by Sun Microsystems' chief exec Jonathan Schwartz is that the company is seeking new and broader partnerships around Sparc. In an increasingly...

Continue reading "A Yen for Sparc"

Posted by Rick Merritt on Apr 13, 2007 12:48 PM in Computing

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I would kick myself at missing this story if I wasn't laughing so hard. I was chatting this morning with some security processor specialists and we were wondering what...

Posted by Loring Wirbel on Apr 13, 2007 12:25 PM in Communications

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There might be reason enough to be interested in Broadcom Corp.'s latest lawsuit against Qualcomm Inc., since it cites a front-page study EE Times conducted on shenanigans within the...

Continue reading "Maybe the Suit has Merit, But Still...."

Posted by Loring Wirbel on Apr 13, 2007 10:51 AM in Communications

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I intended to work on a feature story this afternoon, but I've had so many interesting tidbits of news and rumor drift across my desk. For one, STMicroelectronics is swinging...

Continue reading "ST drinks the AVS Kool-Aid"

Posted by Mike Clendenin on Apr 13, 2007 04:19 AM in China

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A group of major semiconductor manufacturers are mulling over a potential design for manufacturability (DFM) specification standard, according to a comment made at the Electronic Design Process (EDP) workshop Thursday...

Continue reading "DFM standardization effort brewing"

Posted by Richard Goering on Apr 12, 2007 11:29 PM in EDA Software

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This should put the fear of God, Buddha, whatever into all the tiny chip designers in China that have bet heavily on TD-SCDMA. MediaTek-zilla is kicking off a TD-SCDMA project....

Continue reading "Zao gao! MediaTek doing TD-SCDMA"

Posted by Mike Clendenin on Apr 12, 2007 09:38 PM in China

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So I'm on my way to our Shanghai office, stuck in traffic on the Yanan elevated highway. Today is slightly depressing. The cocktail of oxygen, nitrogen, factory sputum and car...

Continue reading "BenQ: Officer, it wasn't me!"

Posted by Mike Clendenin on Apr 12, 2007 09:15 PM in China

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In parts of the country, the seemingly mundane can be on the National Register of Historic Places. In California, historic sites frequently are bulldozed before anyone knows. Or turned into...

Continue reading "History is a fruit stand"

Posted by Brian Fuller on Apr 12, 2007 09:53 AM in Industry

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China Premier Wen Jiabao is cruising South Korea, slurping up the kimchee and chatting on his TD-SCDMA phone. Well, at least when he's in the new lab that SK Telecom...

Continue reading "A love of kimchee and TD-SCDMA"

Posted by Mike Clendenin on Apr 11, 2007 08:59 PM in China

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I missed a chance at last week's Embedded Systems Conference Silicon Valley to touch base with an old contributor of ours (well, not chronologically old, just fondly old). His story...

Continue reading "The beat goes on"

Posted by Brian Fuller on Apr 11, 2007 04:35 PM in Industry

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Here's an interesting twist on a new statistic. China Mobile has more subscribers than the US has men, women and children. And, on average, these folks are spending more on...

Continue reading "More phones, less food"

Posted by Mike Clendenin on Apr 11, 2007 04:30 AM in China

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Word is there's a WAPI hoedown happening in Xian, China, where delegates from China, South Korea, Britain, America, France, and Japan have gathered for the ISO/IEC JTC1/SC6 2007 annul meeting....

Continue reading "Whispers of WAPI"

Posted by Mike Clendenin on Apr 10, 2007 10:43 PM in China

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Foundries are starting to ramp up their 45 nm processes, but the costs and design challenges are so high that there may be a limited number of takers. And that...

Continue reading "45 nm may be a lonely process node"

Posted by Richard Goering on Apr 10, 2007 07:48 PM in EDA Software

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China will soon require minors playing video games in Internet cafes to give their real names so they can be tracked, an effort aimed at curbing gaming addiction among children....

Continue reading "Net cafes: Game over?"

Posted by Mike Clendenin on Apr 10, 2007 01:33 AM in China

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A new market statistics survey (MSS) report from the EDA Consortium (EDAC) again raises the question of whether silicon intellectual property (IP) should be counted along with EDA revenues —...

Continue reading "EDA, IP relationship is a quandry"

Posted by Richard Goering on Apr 9, 2007 04:33 PM in EDA Software

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What do you think of TVs with integrated Internet links? That's what I am asking as I prepare a story on the topic for next week's print version of EE...

Continue reading "Web TV 3.0 gets a boost"

Posted by Rick Merritt on Apr 9, 2007 04:10 PM in Computing

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In early March, the trade media had a bit of a field day with Jonathan Reeves' sale of his Mango Systems startup, specializing in Multi-Protocol Label Switching, for $8 million...

Continue reading "New Struggles for a Boulder Scrapper"

Posted by Loring Wirbel on Apr 9, 2007 11:11 AM in Communications

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The note below just appeared atop my "in" pile. Looks like Infineon is keeping the love in Southeast Asia. More R&D in Singapore and a recently opened $1 billion fab...

Continue reading "Infineon expanding R&D in Singapore"

Posted by Mike Clendenin on Apr 9, 2007 06:42 AM in China

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Oh, that's gotta hurt, but in such a lovely way. Word is that Datang Mobile and ZTE have slobbered up about 80 percent of the network infrastructure contracts for TD-SCDMA...

Continue reading "TD-SCDMA S&M"

Posted by Mike Clendenin on Apr 9, 2007 04:16 AM in China

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Taiwan PC maker Acer is on a tear. It just snagged the No.3 spot in mobile PCs in the fourth quarter and is hot on the heels of Dell....

Continue reading "Acer: Movin' on up"

Posted by Mike Clendenin on Apr 8, 2007 11:10 PM in China

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I'm dumbfounded about DRAMs. Crazy market. For the first time in 16 weeks, DRAM spot prices went up, according to Gartner....

Continue reading "Bad news, lousy news for DRAMs"

Posted by Mark LaPedus on Apr 8, 2007 07:44 PM in Semiconductors

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I was down on NAND flash. Now I'm a fan of NAND--again....

Continue reading "Fan of NAND again"

Posted by Mark LaPedus on Apr 8, 2007 07:42 PM in Semiconductors

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I'm not a believer of fabs in India. India is good in software, but not hardware--or fabs. Besides, it's almost too late to start a fab company in India or...

Continue reading "No chance for fabs in India"

Posted by Mark LaPedus on Apr 8, 2007 07:38 PM in Semiconductors

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Last week, Gartner released its fab-tool rankings for 2006. What will rankings look like at the end of 2007? My guess: 1. Applied: 2. ASML; 3. TEL; 4. KLA; 5....

Continue reading "Fab-tool predictions for '07"

Posted by Mark LaPedus on Apr 8, 2007 07:33 PM in Semiconductors

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Craig Berger, an analyst for Wedbush Morgan Securities, on Zoran: ''Checks suggest that Q1 business tracked within the upper half of the firm's guidance range; we think Q2 guidance could...

Continue reading "Zoran, Zoran is new hit"

Posted by Mark LaPedus on Apr 8, 2007 07:28 PM in Semiconductors

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Here's bad news for Altera, Xilinx and others: ''Based on our channel checks, we believe that the PLD companies in general continue to endure an inventory correction and a lack...

Continue reading "Call it PLD blues"

Posted by Mark LaPedus on Apr 8, 2007 07:21 PM in Semiconductors

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Amid a stock-option problem and losses, Trident Micro is back from the dead! ''Checks suggest that Trident Micro's order growth has been healthy; the firm is likely to benefit from...

Continue reading "Trident Micro is back"

Posted by Mark LaPedus on Apr 8, 2007 07:15 PM in Semiconductors

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With polysilicon shortages threatening the growth in the solar energy industry, China is planning up to eleven projects in the arena by 2011, according to THT Research of Chicago....

Continue reading "China to invest in polysilicon"

Posted by Mark LaPedus on Apr 8, 2007 07:00 PM in Semiconductors

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News that SoftJin Technologies is offering an OpenAccess-to-Oasis translator reminded me of a recent SoftJin commentary that may show why adoption of Oasis, originally expected to replace GDSII, has been...

Continue reading "Wandering around in the Oasis"

Posted by Richard Goering on Apr 6, 2007 08:17 PM in EDA Software

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What's good about any given "event week," and life in general, is the unexpected. Found that this week during Embedded Systems Conference Silicon Valley in San Jose, a bi-annual event...

Continue reading "The Long Tail"

Posted by Brian Fuller on Apr 6, 2007 11:11 AM in Industry

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Congratulations are in order for the folks at Clear Shape Technologies, who won the "design team of the year" category in the EE Times ACE awards. It's one more indication...

Continue reading "Clear Shape 'aces' design award"

Posted by Richard Goering on Apr 5, 2007 05:55 PM in EDA Software

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After a dismal Q4, the market for NAND flash is already improving, but NOR suppliers may have a gloomy future unless they can find a new driver other than mobile...

Continue reading "Cold and hot Flash"

Posted by Mike Clendenin on Apr 4, 2007 12:04 AM in China

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Designers of embedded systems will play a key role in solving the ongoing climate crisis, said former vice president Al Gore at the Embedded Systems Conference Tuesday (April 2). The...

Continue reading "Al Gore's message for embedded designers"

Posted by Richard Goering on Apr 3, 2007 07:44 PM in EDA Software

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Apparently, Michael Dell wasn't all smiles when he came through Asia a few weeks ago. Looks like he slapped Asustek around a bit, telling the Taiwan motherboard maker to choose...

Continue reading "Asustek dinged by Dell"

Posted by Mike Clendenin on Apr 2, 2007 11:09 PM in China

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Apple's new gambit to sell DRM-free songs on iTunes as a premium product flies in the face of common sense. I learned that two years ago from a 19-year-old community...

Continue reading "Steve Jobs hits a flat note"

Posted by Rick Merritt on Apr 2, 2007 04:53 PM in Computing

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I have sunk my teeth into this CEE concept for enhanced Ethernet and I am not letting go. This week I want to dig into what the data center networks...

Continue reading "What's the data center net of 2009?"

Posted by Rick Merritt on Apr 2, 2007 10:34 AM in Computing

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ARC International's April 2 acquisition of Teja Technologies continues a drive exemplified by Broadcom's purchase of LVL7 and Motorola's earlier grab of NetPlane Systems (the former Harris & Jeffries). It...

Continue reading "Captive Network Protocols"

Posted by Loring Wirbel on Apr 2, 2007 07:20 AM in Communications

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Start spreading the news. New York City is contemplating a ban on cell phone ring tones in an effort to avoid "ring rage" and keep the peace. Just imagine, a...

Continue reading "No more noise bling"

Posted by Mike Clendenin on Apr 2, 2007 05:19 AM in China

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Analyst Craig Berger of Wedbush Morgan Securities has more detail on what various IC makers should do this year in MP3 chip volumes. It seems like 200 million units is...

Continue reading "MP3 chip winners/losers"

Posted by Mark LaPedus on Apr 1, 2007 06:02 PM in Semiconductors

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At a recent party, one DRAMer said to me: ''We don't see a DRAM crash!''...

Continue reading "What DRAM crash?"

Posted by Mark LaPedus on Apr 1, 2007 05:45 PM in Semiconductors

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Talk about strange. For months, there is no real demand for NAND flash memory. Now, supply is ''tight'' due to growing demand for flash cards and USB drives, according to...

Continue reading "Conspiracy in NAND?"

Posted by Mark LaPedus on Apr 1, 2007 05:34 PM in Semiconductors

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