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Posted: 5/27/98
RealAudio files
Craig Matsumoto, EE Times San Mateo bureau business editor, interviews five captains of the industry to get their take on a varied number of current subjects and industry trends.
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Richard Hill, Chairman and Chief Executive Officer
Novellus Inc., San Jose, Calif.
- On Asia: "Some nonprofitable businesses are going to fail."
- Consumers aren't just driving prices down, they're also getting smarter about their purchases.
- Government needs to keep the playing field levelýespecially in Microsoft's case.
- Dual-damascene copper production is Novellus' most important market coming up. Here's why.
- The 300mm fab won't happen this year, but 0.25 micron is for real.
Ron Norris, President
TSMC USA, San Jose, Calif.
- "The Taiwan economic fundamentals remain quite strong..."
- Consumerization is making semiconductor firms become more than "silicon guys."
- Taiwan showed how government can help industry.
- Foundries' newest market lie with fellow fab owners. Norris explains what they're looking for.
- There's slow but steady progress on 300mm wafers
Curtis J. Crawford, President and Chief Executive Officer
Zilog Inc., Campbell, Calif.
- The worst is probably over for Asia.
- Consumerization means more pressure, but that should lead to better efficiency.
- Government does have the power to stimulate innovation.
- Watch the PC market — but not for the reasons you'd expect.
- 300mm wafers are "off in the distance," and 0.25-micron use might have to wait as well.
Aart deGeus, Chairman and Chief Executive Officer
Synopsys Inc., Mountain View, Calif.
- A mix of good, bad and worse news permeates Asia.
- The rise of consumer electronics has made EDA an important bridge between systems and silicon.
- Government can help technologyýjust ask Al Gore. ("Paul" here is Paul Lippe, Synopsys' director of communications.)
- Here's why IP reuse is the most important theme for EDA markets.
- 0.25-micron designs are set to "blossom" in 1999.
Robin Saxby, President and Chief Executive Officer
ARM Holdings plc, Cambridge, U.K.
- Patience is the key as Asia restructures.
- Consumer interest is changing not just product cycles but the products themselves.
- Government's province is to keep everyone playing fair, but it's got its weaknesses to overcome.
- Yes, cellular phones are the obvious key market for ARM, but automotive and especially multimedia show promise as well.
- ARM licensees are taking a hard look at 0.25-micron parts.
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