Posts Tagged ‘Internet of Things’
Tuesday, April 5th, 2016
We try to cover a variety of topics here in The Breker Trekker blog, focusing on technical information but mixing in some general industry analysis as well. Two of our most popular posts of all time have involved the annual semiconductor supplier rankings from IHS, Inc. and the large amount of semiconductor industry merger and acquisition (M&A) activity over the last few years. IHS released their 2015 results yesterday, so it’s time for an update on both of these topics.
Let’s start by catching up on the M&A front. When we last covered this topic in January, the acquisition of Freescale by NXP and the acquisition of Altera by Intel had both just completed late last year. These closed in time to be reflected in the 2015 supplier rankings. There were several other deals from 2015 that were still pending and, while some of them have now closed, their effects will not be seen until the 2016 results are in.
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Tags: Altair, Altera, Apple, Avago, Breker, Broadcom, Cisco, EDA, Freescale, functional verification, Hynix, IHS, Infineon, Intel, Internet of Things, IoT, Leaba, Marvell, MediaTek, mentor, Micron, NVIDIA, NXP, ON, Qualcomm, Renesas, Samsung, SanDisk, semiconductor, Skyworks, SoC, SoC verification, Sony, STMicro, Texas Instruments, TI, Top 20, Toshiba, Western Digital
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Wednesday, January 27th, 2016
Some of the highest readership here at The Breker Trekker happens when we post articles about the state of the semiconductor industry or EDA industry. It’s been a while since we looked inward at our own industry, but we have had a series of very popular posts about the ongoing changes in the semiconductor market, including the “merger mania” of the last few years. Although not all closed, in 2015 alone there were several dozen offers totaling well over US$150B.
Since semiconductor vendors are the main customers for EDA, with their customers the remainder of our market, we track both industries very closely. In last week’s post, we looked what the ongoing merger and acquisition (M&A) activity means for Silicon Valley. Our friend Graham Bell at Real Intent added a comment wondering about the impact of this M&A on the EDA industry. Today’s post contains some of our thoughts on this matter.
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Tags: acquisition, Breker, chip, Cypress, EDA, functional verification, IC Insights, Intel, Internet of Things, IoT, M&A, merger, semiconductor, Silicon Valley, SoC, SoC verification, Top 20
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Wednesday, January 20th, 2016
As someone who has lived in the heart of Silicon Valley for more than 30 years, I’m used to the regular cries that we’re losing our innovative edge. Every few years something happens to cast some doubt on our future: a stock market crash, a major company moving elsewhere, or a lot of press about some new Silicon Forest/Glen/Mountain/Prairie/Island/Whatever trying to beat us at our own game.
Sure, we face plenty of challenges. A recent article on SemiWiki painted a rather cautionary view of today’s Silicon Valley. But there’s good news too. Silicon “Valley” has grown to include San Francisco and much of the Bay area, with corresponding growth in technology employment and impact. Today, I’d like to springboard from a recent post on semiconductor mergers and acquisitions to consider one particular aspect of the current role of Silicon Valley.
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Tags: acquisition, Breker, chip, Cypress, EDA, functional verification, IC Insights, Intel, Internet of Things, IoT, M&A, merger, semiconductor, Silicon Valley, SoC, SoC verification, Top 20
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Tuesday, January 12th, 2016
Last week the International Consumer Electronics Show returned to Las Vegas, where it has been a major event for nearly 40 years. Nearly everyone calls this show CES, to the extent that its home page doesn’t even tell you what the acronym means anymore. So CES it is, one of the largest and best-known technology-oriented conferences in the world. Its sheer size makes it a test of stamina for exhibitors and visitors alike.
When people think of CES, they think of wandering the aisles and being overwhelmed by all the cool products on display. From massive HDTV screens down to the smallest Internet of Things (IoT) devices, this show appears to have it all. It seems to me, however, that CES has evolved into an event that’s almost as much about the underlying silicon as it is above the consumer-oriented end products. I’d like to explore that idea in today’s post.
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Tags: Breker, Broadcom, CES, Consumer Electronics Show, Cypress, EDA, EZchip, functional verification, Intel, Internet of Things, IoT, Marvell, MaxLinear, Omnivision, Qualcomm, semiconductor, Sigma Designs, SoC, SoC verification, system-on-chip, Texas Instruments, TI, Toshiba
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Wednesday, October 7th, 2015
Earlier this year, we published an analysis of the semiconductor landscape that became one of the most-read posts in the history of The Breker Trekker. That’s not too surprising, since business topics tend to have wider appeal than detailed discussions about verification techniques. That post focused on the top 20 semiconductor companies and the many changes in that list over the last 15 years. We mentioned a number of noteworthy mergers, acquisitions, and spin-outs that contributed significantly to the dynamic nature of the market.
The first three quarters of this year have seen a huge uptick in merger and acquisition (M&A) activity among semiconductor companies. Although many of these deals have involved second-tier players, at least a few are significant enough to result in changes to the next Top 20 listing. Since we follow the chip industry closely, we thought we’d summarize some of the recent announcements and speculate a bit on what it all means.
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Tags: Altera, Avago, Breker, Broadcom, chip, EDA, EZchip, Freescale, functional verification, Hynix, IC Insights, IHS, Intel, Internet of Things, IoT, iSuppli, LSI, Marvell, MediaTek, Mellanox, mentor, Micro, Micron, MStar, NVIDIA, NXP, PLX, PMC-Sierra, Qualcomm, Renesas, semiconductor, Skyworks, SoC, SoC verification, Top 20
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