Semiconductor

Lattice’s New Certus-NX FPGAs Bring New Meaning To Low Power And Fast Execution

I have written extensively about Lattice’s FPGAs including the CrossLinkPlus and MachXO3D FPGAs, and how the company has reinvented itself and is positioning itself as the leader in low power FPGAs. Because of the flexibility of FPGAs in general, they tend to be capable of addressing many different markets simultaneously, however many higher density FPGAs tend to sacrifice power for …

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Six Five Live Ep 41- A Thousand Eyes On Earnings (Citing Dell, Pure Storage, Salesforce, Qualcomm, HP Inc.)

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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Six Five Live Ep 38- Chips in the Desert

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry’s biggest news each and every week and also conducting interviews with tech industry “insiders” on a regular basis. The Six Five represents six (6) handpicked topics that will …

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ON Semiconductor Leans Into Energy Reducing Semis And Helps The Environment In The Process

One of the companies that have really caught my eye over the last few years is ON Semiconductor. After spinning out from Motorola in 1999, I believe the company distinguished itself with its portfolio of power and signal management, discrete, logic and other custom technology across a variety of industries. Of late, though, it has …

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Cisco’s New Silicon One Brings The Company Into The Merchant Networking Silicon Business

Cisco is a company I follow very closely and have for nearly a decade as an industry analyst. For those who don’t follow Cisco closely, it is well-known for its networking infrastructure but since CEO Chuck Robbins’ entrance, it has diversified into a software, security, and services play. Apparently that’s not the only big changes …

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How Qualcomm Approaches Its Automotive Business, With $6.5B In Design Wins

Qualcomm is a semiconductor company best known for its efforts in the realm of smartphone connectivity with its popular Snapdragon brand of modems, application processors and now RF. While smartphones are undoubtedly the company’s bread-and-butter, Qualcomm plays significantly in a number of other areas. A great example of this is its $6.5 billion (backlog) automotive …

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Teardown Reveals Globalfoundries 22FDX Shipping In End Products Like Google’s 2nd Gen Nest Mini

It has been a year since Globalfoundries made the strategic decision to focus on its FDX platform, FinFET, RF and low power technologies over the bleeding edge. I have never seen the company more energized and focused than it is now, and I believe the industry is genuinely relieved the “pivot” is working out as competition in …

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Lattice Semiconductor Likely Maintains Its Low-Power FPGA Advantage Into 2021 With Lattice Nexus Platform And CrossLink-NX FPGAs

I’ve been spending a lot of time watching Lattice Semiconductor lately. While it is not a new company (founded in 1983), it is a company newly refocused on the creation of lower power FPGAs after the installation of industry veteran Jim Anderson as CEO in September 2018. There’s been immense change at Lattice in terms …

Lattice Semiconductor Likely Maintains Its Low-Power FPGA Advantage Into 2021 With Lattice Nexus Platform And CrossLink-NX FPGAs Read More »

Lattice Sampling CrossLinkPlus FPGAs For Embedded Vision Systems

Lately I’ve been paying extra close attention to Lattice Semiconductor as I watch its rapidly improving focus and financials. In the past year, it installed respected AMD veteran Jim Anderson as CEO (along with a crack team of other FPGA industry veterans), and has really doubled down on its efforts to become the low power …

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How Should We Rate Lattice Semiconductor CEO Jim Anderson After One Year?

I spent over 20 years in “big tech,” most of those years as an executive, and I was always getting performance appraisals from the CEO, formally or informally. As a tech industry analyst, I get to give the CEO performance appraisals, which can be a lot of fun, especially when the performance is good. After …

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Lattice’s New MachXO3D Security FPGA And Updated sensAI Look Compelling

At the end of May, I had the opportunity to attend Lattice Semiconductor’s financial analyst day at NASDAQ MarketSitein New York City. I am not a financial analyst, but an industry analyst, but financial analyst days are the best place to go to get the “skinny” on a company with the least amount of time. I …

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ON Semiconductor And Globalfoundries Both Win With Its $430M Fab 10 Deal

Last month, ON Semiconductor and Globalfoundries announced a $430 million agreement to transfer ownership of Globalfoundries 300mm Fab 10 in East Fishkill, New York, to ON Semiconductor. While the deal is still pending regulatory approval and closing conditions, I wanted to give my quick take on the news. The deal The transition of ownership of …

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Initial CES 2019 Observations: Patrick Moorhead

I spent the week in Las Vegas and wanted to share with you my initial CES 2019 observations: What happened: Intelligence: Amazon Alexa dominated the show with its services and partners while Google tried really hard to catch up with Amazon, even going so far as to build a roller coaster ride to get attention. …

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Moor Insights & Strategy Analyst Coverage At CES 2019

Columns/Reports: Dell’s Service AI Integration: A Hidden Gem At CES 2019, by Patrick Moorhead Lenovo Boosts Legion Gaming Line At CES 2019, by Anshel Sag Amazon Extends Its Smart Home Lead Over Google With Keyless Options At CES 2019, by Patrick Moorhead Intel Demonstrates New Technology And Fab Progress At CES 2019, by Patrick Moorhead …

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ON Semiconductor Unveils Automated Developer Tool Ahead Of CES 2019

If you follow my writing on Forbes, you know I’ve been tracking ON Semiconductor much more closely this past year. The company, through acquisitions and organic growth, has become a much more relevant company for me to track. I’ve written on the company’s inroads in the automotive and self-driving car space (you can read here and here), and …

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Intel Had One Thing To Accomplish At Its Data-Centric Summit, So How’d It Work Out?

Intel’s Lisa Spellman kicks off its Data Centric Innovation Summit in Santa Clara.     PATRICK MOORHEAD I had the opportunity of attending Intel’s “Data-Centric” Innovation (DCI) Summit last week with a small group of industry analysts, financial analysts, and press and wanted to share with you my quick thoughts. This event seemed a bit financial-analyst …

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How Semiconductor Manufacturers Can Drive The Next Phase of Cryptomining

Bitcoin and other cryptocurrencies have been going through cycles of boom and bust over the past few years with the most recent run seeing Bitcoin’s price going as high as $19,000. Today, the price hovers around $7,100 which while not as high as $19,000 is still significantly higher than it was only a year ago …

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5G Won’t Happen Without National Instruments Test And Measurement Equipment

As anyone even tangentially related to the mobile space knows, Mobile World Congress took place last week in Barcelona, Spain. My firm, Moor Insights & Strategy, had two analysts attend, Anshel Sag (mobile devices and tech) and Will Townsend (carrier equipment and datacenter networking). The premier mobile tech conference, MWC, offers a chance for carriers …

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Does Anyone Other Than A Few On Wall Street Want The Qualcomm – Broadcom Deal To Go Through?

Source: Qualcomm On Tuesday, Qualcomm investors will decide the fate of the Broadcom-Qualcomm deal.  After very careful analysis and consideration, I do not like this deal, as I believe it would result in the destruction of both Qualcomm and Broadcom, would slow down 5G deployment and future “Gs”, and would limit competition in many markets. As …

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Qualcomm Raises Wireless Stakes With Full 5G Modules And More RF Offerings

Just when we all thought Qualcomm had made all of its Mobile World Congress 2018 announcements last week, the company pulled a few more rabbits out of its hat today, this time, related to full 5G turnkey digital, analog, and processor modules and even more RF expansion. While the digital 4G LTE and 5G modems …

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