Forbes Column 08: How Chip Toolmakers Can Survive

My Forbes column on the Cadence-Mentor deal is here: How Chip Toolmakers Can Survive. It’s a controversial piece that challenges the semiconductor companies to do their part. Have a look, and feel free to discuss, either here or at Forbes. A comprehensive discussion has also emerged with the my previous post, Cadence Takes a Page

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ST Microelectronics: Strategy

By Vijay Nagarajan, Guest Author As highlighted in our discussion of ST Microelectronics financials, the company has not been very profitable in the last few years. More importantly, it has been growing lesser than the semiconductor industry and losing market share. It is therefore appropriate to peek into the steps that the company has taken

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Forbes Column 08: The Coming Convergence

My new Forbes column, The Coming Convergence, was published this morning. It makes a journey into the Jobsian mind to explore the thinking that may have prompted the P.A. Semi acquisition.

Apple’s Dramatic Risks and Ambitions

News from Apple is often big news. Apple released its second quarter results yesterday. Revenue was $7.51 billion, down 22% q-o-q and up 42% y-o-y driven by strong demand for Macs and the ever-popular iPhone. Net income was $1.05 billion, or $1.16 per diluted share, up 36% y-o-y. International sales, which were 44% of the

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Marvell: Connectivity Solutions

By Vijay Nagarajan, Guest Author As we continue to analyze the company’s wireless products, it is illustrative to look at its connectivity solutions strategy. In the last segment of this series, we discussed Marvell’s WLAN business. In this piece, I will analyze its Bluetooth and GPS strategies, which I consider as vital elements of tomorrow’s

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Intel Wins By Staying “Inside” the Box

By Michael Kanazawa, Guest Author We all hear that you need to think outside of the box to develop breakthrough strategies. In Intel’s case, the winning strategy is more likely to stay “Inside” the box and to stay focused.

Broadcom: Wireless Revenue

By Vijay Nagarajan, Guest Author In the last few articles, I dealt extensively with the Mobile and Wireless business of Broadcom. It is time we take a look at what this means from a revenue point of view for the company.

Broadcom: Aggression in the Cell Phone Market

By Vijay Nagarajan, Guest Author We have so far looked at Broadcom’s Enterprise Networking business, Broadband Communications business, and the Bluetooth and WLAN components of its Mobile and Wireless Business. I will now look at its cellular mobile business which, in my mind, is the make-or-break component for the company.