Fabless: The Transformation of the Semiconductor Industry

As most of you know, Paul McLellan, Beth Martin, and I published a book last year which is a really nice history of the fabless semiconductor ecosystem

Preface

The purpose of this book is to illustrate the magnificence of the fabless semiconductor ecosystem, and to give credit where credit is due. Business models, as much as the technology, are what keep us thrilled with new gadgets year after year, and focused on the evolution of the electronics business. These “In Their Own Words” chapters allow the heavyweights of the industry to tell their corporate history for themselves, focusing on the industry developments (both in technology and business models) that made them successful, and how they in turn drive the further evolution of the semiconductor industry.

The economics of designing a chip and getting it manufactured is similar to how the pharmaceutical industry gets a new drug to market. Getting to the stage that a drug can be shipped to your local pharmacy is enormously expensive. But once it’s done, you have something that can be manufactured for a few cents and sold for, perhaps, ten dollars. ICs are like that, although for different reasons. Getting an IC designed and manufactured is incredibly expensive, but then you have something that can be manufactured for a few dollars, and put into products that can be sold for hundreds of dollars. One way to look at it is that the first IC costs many millions of dollars—you only make a lot of money
if you sell a lot of them.

What we hope you learn from this book is that even though IC-based electronics are cheap and ubiquitous, they are not cheap or easy to make. It takes teams of hundreds of design engineers to design an IC, and a complex ecosystem of software, components, and services to make it happen. The fabs that physically manufacture the ICs cost more to build than a nuclear power plant. Yet year after year, for 40 years, the cost per transistor has decreased in a steady and predictable curve. There are many reasons for this cost reduction, and we argue that the fabless semiconductor business model is among the most important of those reasons over the past three decades. The next chapter is an introduction to the history of the semiconductor industry, including the invention of the basic building block of all modern digital devices, the transistor, the invention of the integrated circuit, and the businesses that developed around them.

Table of Contents
Chapter 1: The Semiconductor Century
Chapter 2: The ASIC Business
In Their Own Words: VLSI Technology
In Their Own Words: eSilicon Corporation
Chapter 3: The FPGA
In Their Own Words: Xilinx
Chapter 4: Moving To The Fabless Model
In Their Own Words: Chips And Technologies
Chapter 5: The Rise Of The Foundry
In Their Own Words: TSMC And Open Innovation Platform
In Their Own Words: GLOBALFOUNDRIES
Chapter 6: Electronic Design Automation
In Their Own Words: Mentor Graphics
In Their Own Words: Cadence Design Systems
In Their Own Words: Synopsys
Chapter 7: Intellectual Property
In Their Own Words: ARM
In Their Own Words: Imagination
Chapter 8: What’s Next For The Semiconductor Industry

FABLESS: THE TRANSFORMATION OF THE SEMICONDUCTOR INDUSTRY - Click here