As I wrote last week there is a whole list of companies on LinkedIn with people working on TSMC 16nm. Today TSMC released a list of customers that have risk production 16FF+ silicon. Most of us knew this already but now we can talk about it in more detail. This is a really big deal for the FinFET doubters out there. Just because Intel had… Read More
Author: Daniel Nenni
What is up with CEVA?!?!?!
Semiconductor IP is definitely driving the rapid mobile expansion we are experiencing today and CEVA is a glaring example of that. Mobile design cycles are a fraction of what they used to be so who has time to create, integrate, AND validate your own IP blocks, especially at multiple foundries?
Just a little background, CEVA is really… Read More
Who is Using Samsung 14nm?
As I have mentioned before, there are very few secrets in Silicon Valley. Just last week I was minding my own business at a Starbucks when I overheard two engineers complaining about Samsung 14nm shuttles being delayed. They had badges on but I won’t out them because it could have easily been any of the fabless companies in Silicon … Read More
Semiconductor Safety
Semiconductors and automotive are now like peanut butter and jelly. Certainly you can have one without the other but why would you? I remember when a car first talked to me telling me that the door was ajar. It sounded more like, “the door is a jar” but I got the point. Now my car tells me just about everything including what is wrong with… Read More
Samsung 14nm is the one delayed!
As you may have read, the CEO of Ultratech made some unfortunate statements on the recent quarterly conference call in regards to FinFET Yield. As a result there has been a lot of speculation about the who, what, and why. I blogged about it because it interested me personally plus I wanted to collect more data on the subject. Some of … Read More
Let the FinFET Yield Controversy Begin!
It never ceases to amaze me how people point fingers and create controversy to cover their mistakes. It happened at 40nm, 28nm, and again at 20nm and now it is time for the regularly scheduled yield controversy. Of course any conversation about semiconductor yield generates clicks for SemiWiki so I’m happy to play along.
It generally… Read More
Semiconductor IP Forecast 2014 – 2020
Given that the majority of my 30+ years in Silicon Valley has revolved around semiconductor IP it should be of no surprise that IP is a big part of SemiWiki and our first book “Fabless: The Transformation of the Semiconductor Industry”. That is also why one of my first round blogger draft choices was IP expert Dr. Eric Esteve. Eric has… Read More
The GF IBM Deal Explained!
I have it on pretty good authority that IBM has in fact come to terms with GlobalFoundries on the sale of their semiconductor business, or so I blogged last month. Did I mention that my grandparents and their many siblings settled in Upstate NY in the early 1900s from Italy via Ellis Island? So yes, I do qualify as an insider:
Semiconductor Startups on Kickstarter!
One of the challenges for the fabless semiconductor ecosystem is raising funds for new ventures. Of the things I do as a consultant, working with entrepreneurs on business and funding plans is by far the most interesting. Raising money is a big challenge since venture capitalists have largely ignored our industry of late. Kickstarter… Read More
TSMC Breaks More Records in Q3 2014!
As previously predicted TSMC is having another record breaking SoC quarter. TSMC is my favorite economic bellwether and from what I can see the semiconductor industry will continue to grow this year and next at a rapid rate thanks to TSMC and the fabless semiconductor ecosystem:
We have set a new record of revenue and profitability… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot