Intel Custom Foundry Explained!

Intel Custom Foundry Explained!
by Daniel Nenni on 07-07-2014 at 7:00 pm

The exciting news is that Intel landed their first big SoC customer with Panasonic’s System LSI Business Division. These 14nm SoCs will be targeted to audio visual equipment markets. The significance here to me is that Intel not only has a big SoC customer, Intel now has a non-Silicon Valley based foundry customer. It is critical… Read More


The Great 28nm Debacle!

The Great 28nm Debacle!
by Daniel Nenni on 07-06-2014 at 9:00 am

40nm was a big node while I was Director of Foundries at the IP company Virage Logic which was later acquired by Synopsys. 40nm was big because the top fabless companies multi-sourced designs from one foundry to another with relative ease to get the best wafer prices. It was also the node where some of the big IDMs went fab-lite moving… Read More


Mentor Graphics @ SEMICON West 2014

Mentor Graphics @ SEMICON West 2014
by Daniel Nenni on 07-04-2014 at 10:00 pm

Mentor is again the most represented EDA company at SEMICON West this year. I strongly advise Cadence and Synopsys to get more involved because EDA may be where electronics begins but semiconductor manufacturing makes all of our hard work come true, absolutely. Paul McLellan, Beth Martin, and I will be blogging live, I hope to see… Read More


Intel is Speaking @ SEMICON West 2014!

Intel is Speaking @ SEMICON West 2014!
by Daniel Nenni on 07-03-2014 at 8:00 am

The SEMICON West website has a nice “speakers” option where you can search by company and see who is talking about what. I’m always interested in what Intel has to say (they are still the leading semiconductor company) so here is the line-up for next week:

Intel Sanchali Bhattacharjee Subcomponent Supply Chain for 10nm and BeyondRead More


In Case You Missed #51DAC

In Case You Missed #51DAC
by Daniel Nenni on 07-02-2014 at 9:50 am

This will probably end up being the most memorable DAC for us since Paul and I signed hundreds of copies of our book “Fabless: The Transformation of the Semiconductor Industry”. I’m not sure how we are going to top that next year but I’m confident we will think of something. If you want to catch up on the live blogs from the last three conferences… Read More


The Intel Resurgence?

The Intel Resurgence?
by Daniel Nenni on 06-30-2014 at 8:00 am

There is an interesting article on Seeking Alpha about Intel. Interesting because it is written by someone with both fabless semiconductor experience and a talent for strategic thinking. It’s a good read and like most Seeking Aplha semiconductor articles the comments are hilarious. Give the guy a penny and click over HERE, he … Read More


What can you do when your fab closes down?

What can you do when your fab closes down?
by Daniel Nenni on 06-29-2014 at 4:00 pm

A recent report from IC Insights described 72 wafer fabs that have closed in the past five years. Eight more plants have gone in 2014, showing the trend is continuing.

This leaves their customers with a problem: what can they do when the fab shuts down? Some may recognise that their own technology has reached the end of its life and work… Read More


This is How We Get One Million Design Starts!

This is How We Get One Million Design Starts!
by Daniel Nenni on 06-28-2014 at 10:00 am

One of the most interesting demos at #51DAC was the eSilicon GDS II online quote system for TSMC. Probably because eSilicon was one of the most interesting companies exhibiting this year. While writing the book “Fabless: The Transformation of the Semiconductor Industry” we took a close look at the history of fabless semiconductor… Read More


What Seeking Alpha is Telling us about Intel

What Seeking Alpha is Telling us about Intel
by Daniel Nenni on 06-25-2014 at 9:00 am

New Media is a double edged sword for sure. The good news is that you get to read articles by people who actually work in the semiconductor industry. The bad news is that hidden agendas and disinformation abound so let the reader beware, especially if that reader is risking their retirement money!

As I mentioned before, “Understand… Read More


Internet of Things (IoT) Startup Showcase @ SEMICON West!

Internet of Things (IoT) Startup Showcase @ SEMICON West!
by Daniel Nenni on 06-24-2014 at 3:00 pm

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It’s hard to believe that SEMICON West is upon us once again at the Moscone Center in San Francisco. This is the premier semiconductor conference for cutting-edge equipment, processes, and materials, to solutions to today’s design and manufacturing challenges. Remember, it’s not what you know (because … Read More