2010 Semiconductor Recovery

2010 Semiconductor Recovery
by Daniel Nenni on 12-31-2009 at 8:00 pm


Any questions? Christmas was good for electronics and the start of a prosperous semiconductor New Year. Semiconductor inventories are low and demand is increasing around the world. Remember, there are 1,338,612,968 people in China that will need mobile internet devices and the stimulus money is gushing over there. There are… Read More


TSMC Yields @ 28nm!

TSMC Yields @ 28nm!
by Daniel Nenni on 12-31-2009 at 8:00 pm


It was an interesting week in Taiwan for sure. Typhoon Fanapi, lightning storms, the first 28nm production silicon, foundry re-orgs, and most importantly Moon Cake pastries! Wednesday was the Chinese Moon (Zhongqiu)Festival, in Taiwan it is a National holiday commonly celebrated by people barbecuing various meats outdoors.… Read More


Semiconductor IP Innovation

Semiconductor IP Innovation
by Daniel Nenni on 12-14-2009 at 11:23 pm

By definition:
Invention is a new composition, device, or process.
Innovation is a new way of doing something or “new stuff that is made useful”.

Even better:

Invention is the conversion of cash into ideas.

Innovation is the conversion of ideas into cash.

In an industry bound by technical standards and the law of physics, innovation… Read More


Google versus Synopsys (EDA)

Google versus Synopsys (EDA)
by Daniel Nenni on 12-07-2009 at 11:04 pm

This Blog is a follow-up to my ever popular declaration that EDA is DEAD. I know comparing Google to Synopsys is apples and oranges, or more appropriately comparing apples and prunes, but the business model contrast is relevant. Googled: The End of the World As We Know It is absolutely the best book on Google to date. I also read PlanetRead More


UMC vs GLOBALFOUNDRIES

UMC vs GLOBALFOUNDRIES
by Daniel Nenni on 11-11-2009 at 11:31 pm

TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?

UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered… Read More


TSMC UMC Lead Semiconductor Recovery – Record Year in 2010

TSMC UMC Lead Semiconductor Recovery – Record Year in 2010
by Daniel Nenni on 11-09-2009 at 11:37 pm

TSMC posted its best net profit in a year for Q309, saying demand for chips across all applications improved. Third-quarter sales fell a modest 3.3% year over year to $2.76 billion, but increased 21% from the previous quarter. Earnings per American Depositary Share (ADS) were flat when compared to 2008, but 25% above the second … Read More


TSMC Open Innovation Platform Explained

TSMC Open Innovation Platform Explained
by Daniel Nenni on 11-09-2009 at 10:56 pm

Launched in April 2008, the TSMC Open Innovation Platform initiative is a collaborative strategy aimed at breaking the bottlenecks of semiconductor design enablement in order to promote growth for the industry as a whole. The TSMC iPDK Debate: Lets Play Monopoly! blog I did provides more technical detail.

While Wafer count is… Read More


TSMC versus SMIC

TSMC versus SMIC
by Daniel Nenni on 09-29-2009 at 12:24 am

This blog is about the legal battle between TSMC and SMIC which is currently playing in the California court system. Taiwan Semiconductor Manufacturing Corporation (TSMC) and Semiconductor Manufacturing International Corporation (SMIC) do what their names suggest – the manufacturing of semiconductors for an international… Read More


TSMC Versus Global Foundries

TSMC Versus Global Foundries
by Daniel Nenni on 09-13-2009 at 11:46 am

The big news last week was Global Foundries’ (GFI) agreement to acquire Chartered Semiconductor (CHRT) for $3.9B, but what does it really mean to the semiconductor world in total?

CurrentlyTSMC has 11 fabs producing wafers, 8 in Taiwan, 1 in Shanghai, 1 in Singapore, and 1 in Washington State. After the acquisition, Global Foundries… Read More


Semiconductor Wafer Allocation and Design Migration

Semiconductor Wafer Allocation and Design Migration
by Daniel Nenni on 08-12-2009 at 8:00 pm

In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More