Semiconductor IP Becomes A Critical Element in ASIC Design
Clearly one of the market trends proving troublesome in the traditional ASIC value chain is the lack of silicon correlated custom IP. And make no mistake, semiconductor IP is a critical decision since it drives both chip level and system level technology differentiation.
Under the traditional ASIC model, vendors had their own IP, silicon-proven and tuned to their own fabs. This was a good thing as it assured a fast ramp to volume and more predictable yield curves. The downside was that IP catalogs were somewhat limited which constrained product differentiation. And now a staggering 49 fabs were shut down in 2009-11 as traditional ASIC vendors and IDMs continue to go fabless.
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