In a 2009 technical report, ”The Clouds: A Berkeley view of cloud computing”, the authors cite “Cloud Computing is likely to have the same impact on software that foundries have had on the hardware industry”. The underlying logic being the high cost of semiconductor fabrication line leading to the rise of semiconductor fabs and these in turn “enabling” fabless semiconductor design companies whose value is in innovative chip design.
A week back, I moderated a panel discussion on cloud computing in the IC design world, especially on accelerating time to market. While issues on security – a challenge which is stacked right on top of the “barriers to entry”, were defended and discussed quite animatedly, Surprisingly, it was the “cloud ownership” aspect which evoked only some tepid responses.
Now from where I stand, I see cloud ownership as a vital component of chip design security in the cloud. After all, if I were to place my company’s most precious assets –i.e. my chip design database – on a cloud, I will definitely like to know as to who owns the cloud. And this is on top of my regular apprehensions about my data security, back up and related aspects.
Let me clarify - I am not talking here about the infra structure provider e.g. Amazon and the likes. Rather it is the cloud framework/database owner. The framework here includes components of the existing physical eco-system integrated together – design database, EDA tools, user interface etc. – without which cloud computing will just service individual IC design tasks i.e. storage and processing power requirements; something which on its own is not exactly fully leveraging this powerful biz paradigm shift aka cloud computing.
So again – who will own the chip design cloud? Will it be the foundries (also cited as “natural design aggregators”), the EDA vendors, the fabless design companies or yet another entity? The reply gleaned from most of the stormy discussions elsewhere in the nimbus zone gravitates towards foundry.
Which brings me back to the where I started this post – Riding on cloud computing, foundries may turn out to influence the hardware industry in more ways than one. And who else is better equipped to lead the way here than TSMC??