Don't miss the latest opinion piece from Warren Savage, on the semiconductor industry in general, and EDA and IP in particular - Warren Savage On: The Shifting Sands of Semiconductor
He considers how the downside to Moore's Law - "it is increasingly difficult to put to use all those new transistors that are given to us every 18 months" - is forcing different parts of the industry to refine their goals.
He begins:
He considers how the downside to Moore's Law - "it is increasingly difficult to put to use all those new transistors that are given to us every 18 months" - is forcing different parts of the industry to refine their goals.
He begins:
If you look at the three elements of the semiconductor industry - silicon, EDA, and IP - you can see each part of the industry adapting in unique ways that we haven't seen so far.
On the silicon side, we see the giants of semiconductor shedding product lines and businesses. In Europe for example, ST Microelectronics, Ericsson, NXP, and Infineon are selling off business lines, forming joint ventures, and focusing on those businesses that generate the highest profits and abandoning low margin markets to competitors who are focused on winning on price.
In doing so, they stop playing the race-to-the-bottom game of the last 10 years and begin an era where their products receive more value for their underlying intellectual property and know-how instead of simple cost-plus calculations based on silicon area.
Read the full article >>
On the silicon side, we see the giants of semiconductor shedding product lines and businesses. In Europe for example, ST Microelectronics, Ericsson, NXP, and Infineon are selling off business lines, forming joint ventures, and focusing on those businesses that generate the highest profits and abandoning low margin markets to competitors who are focused on winning on price.
In doing so, they stop playing the race-to-the-bottom game of the last 10 years and begin an era where their products receive more value for their underlying intellectual property and know-how instead of simple cost-plus calculations based on silicon area.
Read the full article >>
