This week I’m at SEMICON West with 27,000 of my closest friends. Good information, good networking, and some great rumors this year. Yesterday I heard a juicy rumor in the halls that Intel is still having 14nm yield problems. Remember, we heard a similar rumor last year and it turned out to be true. I Googled around this morning and … Read More
Author: Daniel Nenni
Are iPhones to Die For?
First there were car phones and admittedly I waited in line to get one when they went mainstream. It was a Motorola something or other and it came with a curly antenna for the back window. From there I got a Nokia, a flip phone, a BlackBerry, and now iPhones. These life changing devices would not have happened without the fabless semiconductor… Read More
The Internet of Things @ SEMICON West 2014!
Clearly I’m a fan of IoT in regards to the future of the fabless semiconductor industry. The fabless semiconductor transformation unleashed all sorts of innovation giving us the SoC and the life changing mobile devices SoCs enable. Unfortunately modern SoC design is expensive and raising capital for semiconductor start-ups… Read More
Intel Custom Foundry Explained!
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!
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 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!
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 Beyond… Read More
In Case You Missed #51DAC
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?
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?
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
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet