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In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.
The scenarios… Read More
There are trillions of dollars at stake with AI and huge geopolitical consequences. However, the weak foundation to American technological power is their dependence on Taiwan and TSMC, which is where most advanced silicon is manufactured. America has also been taking China to the ropes lately in their economic/technology proxy… Read More
By Philippe Flatresse, Bich-Yen Nguyen, Rainer Lutz of SOITEC
I. Introduction
Automotive radar is a key enabler for the development of advanced driver assistance systems (ADAS) and autonomous vehicles. The use of radar allows vehicles to sense their environment and make decisions based on that information, enhancing… Read More
After the Biden administration upped the ante in the tech war by restricting China’s access to advanced US semiconductor technology, the $64,000 question was “How might Beijing respond?”
Punishing American companies in China (like Apple and Tesla) was not considered likely given the employment they generate – Apple… Read More
As processor architecture and design development becomes completely liberated with open-source RISC-V instruction set architecture (ISA), the race to get RISC-V silicon in our hands has increased massively. We have no doubt that in next 5 years, we will see RISC-V based laptops and desktops in the market. But would these processors… Read More
In order to beat Moore’s Law NAND Flash memories have moved from a planar topology to 3D construction. This allows for increased memory sized in much the same way a multistory building provides more building square footage on the same size building lot. Just like in building construction, adding a third dimension to the mix increases… Read More
Modern cars have about as much in common with their predecessors as modern cell phones have in common with dial up land-line phones. Cars now are loaded with a bevy of electronics, some of which serve the convenience of the driver and others are essential for vehicle operation and occupant safety. With the introduction of sophisticated… Read More
Flash memory has become ubiquitous, so much so that it is easy to forget what life before it was like. Large scale non-volatile storage was limited spinning disks, which were bulky, power hungry and unreliable. With NAND Flash, we have become used to carrying many gigabytes around with us all the time in the form of cell phones, USB… Read More
Artificial intelligence and machine learning (AI/ML) are working their way into a surprising number of areas. Probably the one you think of first is autonomous driving, but we are seeing a rapidly growing number of other applications as time goes on. Among these are networking, sensor fusion, manufacturing, data mining, numerical… Read More
Connecting the Divide between Design and Manufacturing is an overarching theme within the ESD Alliance as these two essential semiconductor disciples become more reliant on each other. It’s also the reason we’re hosting SMART Design, the first system-centric series showcasing advances in electronic system design to be held… Read More
TSMC N3 Process Technology Wiki