First of all it was not a rant, it was a clearly scripted rebuttal to the competitive pressures Apple is feeling from Android (here). As I blogged before, Apple is the Open Standards Antichrist and is trying to monopolize the trillion dollar mobile internet ecosystem with a CLOSED platform. According to Steve Jobs, “Open systems… Read More
Author: Daniel Nenni
Semiconductor Supply and Demand in 2010/2011
The semiconductor analysts are at it again, revising numbers, polishing their guesstimates, and patting each other on the back for being equally as inaccurate. I blame these crystal ball hacks for the semiconductor shortages and price hikes we are experiencing today.
These people get paid to guide investors, and the industry… Read More
Semiconductor Forecast: 2010 Boom – 2011 Bust?
Again, my economic bellwether is TSMC, and judging by the first half, 2010 will go down as one of the most profitable years the semiconductor industry has ever seen. In the 2[SUP]nd[/SUP] quarter the foundries again posted record breaking wafer shipments, revenues, and profits. 3[SUP]rd[/SUP] quarter foundry financials should… Read More
Semiconductor Manufacturing International Corporation 2010
In celebrating the 10th anniversary of SMIC, CEO David Wang ushers in a new era of China semiconductor manufacturing with triumphs versus promises. By triumphs David means profits, which SMIC saw for the first time in Q2 2010. The future looks even brighter for SMIC as the China semiconductor demand versus supply gap is an estimated… Read More
TSMC OIP Conference 2010 Critique!
Okay, this is more of a, “What I would do if I was TSMC” than a critique, but I needed a one word descriptor for the title. This was the third TSMC OIP Conference and I would guess about 250 people attended. This was the first time I have seen TSMC in “reactive” mode versus “proactive” leadership mode, so I was a bit disappointed. TSMC is … Read More
Semiconductor Forecast 2010-2011 Update!
It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More
TSMC GigaFab Tour!
During my most recent Taiwan trip I was not only afforded a meeting with Dr Mark Liu, Sr VP of TSMC, a guided tour of GigaFab #12 was also included. Even more impressive, I’m now considered “Elite” by Eva Airlines so I automatically get the good seats, better food, and VIP service. My wife, however, is not impressed with my Elite status… Read More
Semiconductor Realization!
Insanity is doing the same thing over and over again and expecting different results (Albert Einstein). Given that statement, according to John Bruggeman (Cadence CMO and EDA360 Chief Anarchist) the semiconductor industry is INSANE!
This year the EDA Tech Forum and the Global Semiconductor Alliance Expo were not only on the … Read More
GlobalFoundries Exposed, Part II!
EDA CEO panels are usually rather dull but this one definitely held my interest. It was standing room only and I was surrounded by familiar faces from not only EDA and IP company executives, but also representatives from the top semiconductor companies around the world! The theme of course was collaboration, promoting the GFI “IDM-Like”… Read More
GlobalFoundries Exposed!
The GlobalFoundries Technical Conference last week was one of the best I’ve seen. The theme of the conference was “GlobalFoundries is bringing the collaborative IDM semiconductor design and manufacturing culture to the merchant foundry business!”
“We ramped volume production at the 45/40nm node well ahead of all foundries… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay