Industry Expert Blogs

During my trip to Taiwan I hopped on over to Hong Kong for a speaking engagement. One of the things I do as an “Internationally Recognized Industry Expert” is help the financial world understand the semiconductor landscape as it pertains to SoCs and mobile devices. Usually I do this over the phone or in writing but I prefer to do it in person whenever possible. Nothing compares to the human connection with eye contact and a firm handshake. The Q&A part is my favorite since I get to ask questions too.

I generally start with a brief history of the fabless semiconductor industry then talk about specific technologies in use today, the major players in the market, and where I see them going forward. The examples I use are from my work with the top fabless semiconductor companies, the foundries, and the design enablement ecosystem (EDA and IP). That takes about 45 minutes I then open it up for questions. The big question is what will happen to the semiconductor landscape in the coming years? For me, the “coming years” means the coming semiconductor process nodes, 20nm, 16nm, and 10nm.

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