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There have been some significant foundry announcements recently that if collated will give you a glimpse into the future of the semiconductor industry. So let me do that for you here.
First the candid EETimes article about TI dumping Samsung as a foundry:
Taiwan’s UMC will take the ”lead role’’ in making the OMAP 5 device on… Read More
Samsung is the #1 electronics company, the #2 semiconductor company, and for 20+ years the world’s largest memory chip maker. Analysts expect Samsung to catch Intel by the year 2014. In the foundry business however Samsung is a distant #9 after more than a five year investment and here’s why:
Foundry 2010 Revenue:
(1) TSMC $13B
(2)… Read More
This was my first SNUG (Synopsys User Group) meeting as media so it was a ground breaking event. Media was still barred from some of the sessions but hey, it’s a start. The most blog worthy announcement on day 1 was that Synopsys signed a deal with Amazon to bring the cloud to mainstream EDA!
Even more blog worthy was a media roundtable… Read More
The semiconductor design and manufacturing challenges at 40nm and 28nm are a direct result ofMoore’s Law, the climbing transistor count and shrinking geometries. It’s a process AND design issue and the interaction is at the transistor level. Transistors may be shrinking, but atoms aren’t. So now it actually matters when even… Read More
The 17[SUP]th[/SUP] Annual TSMC Technology Symposium will be held in San Jose California on April 5[SUP]th[/SUP], 2011. Dr. Morris Chang will again be the keynote speaker. The theme this year is “Trusted Technology and Capacity Provider”and I think it’s important to not only hear what people are saying but also understand why… Read More
This is just another blog about Carl Icahn and his quest to conquer EDA, when in fact EDA is conquering him. It includes highlights from my dinner with Mentor Graphics and Physicist Brian Greene, the Mentor Q4 conference call, and meeting Mentor CEO Wally Rhines at DvCon 2011.
It wasn’t just the free food this time, dinner with Brian… Read More
Power grids all over the world are already overloaded even without the slew of new electronic gadgets and cars coming out this year. At ISSCC, Dr. Jack Sun, TSMC Vice President of R&D and Chief Technology Officer made the comparison of a human brain to the closest thing available in silicon, a graphical processing unit (GPU).… Read More
I purchased two Toyotas last year and both have since been recalled. Why has Toyota spent $1B+ on recalls in recent years? Same reason why it will cost Intel $700M (which does not include reputation damage) to recall Sandy Bridge chip sets, because someone did not do their job! The WHAT has been discussed, lets talk about HOW it happened.… Read More
Not only do I enjoy San Francisco, I really enjoy the International Solid-State Conference that was held in San Francisco again last week. This was ISSCC #57 I believe. ISSCC attracts a different crowd than other semiconductor conferences, probably because there are no exhibits and no sales and marketing nonsense, just serious… Read More
After 27 years in semiconductor design and manufacturing I actually had to look up the word collaboration. Seriously, I did not know the meaning of the word.
Collaboration:a recursive process where two or more people or organizations work together to realize shared goals, (this is more than the intersection of common goals seen… Read More
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Podcast EP312: Approaches to Advance the Use of Non-Volatile Embedded Memory with Dave Eggleston