In early September of 2016 I published an article “The 2016 Leading Edge Semiconductor Landscape” that proved to be very popular with many views, comments and reposting’s. Since I wrote that article a lot of new data has become available enabling some projections to be replaced by actual values and new analysis… Read More
IEDM 2016 – 7nm Shootout
In the first session of IEDM on Monday, December 5th there were two papers presented on 7nm processes. The first paper was from TSMC and the second paper was from the Global Alliance of GLOBALFOUNDRIES, IBM and Samsung.… Read More
The Status and Future of FDSOI
I recently took a look at the current status and future direction of FinFET based logic processes in my Leading Edge Logic Landscape blog. I thought it would be interesting to take a similar look at FDSOI and to compare and contrast the two processes. My Leading Edge Logic Landscape blog is available here.… Read More
TSMC 16nm, 10nm, 7nm, and 5nm Update!
Word on the street is that TSMC is on schedule with 16FFC, 10nm and 7nm, which is a very big deal for the fabless semiconductor ecosystem. As Scotten Jones has illustrated in the graphic below, for the first time in the history of the semiconductor industry a pure-play foundry (TSMC) will have the process lead over Intel. And this is… Read More
The 2016 Leading Edge Semiconductor Landscape
The leading edge semiconductor logic landscape has in recent years collapsed to just four companies. The following is a summary of what is currently known about each company’s plans and how they compare. ASML has analyzed many logic nodes and developed a formula that normalizes processes to a “standard node”.… Read More
Qualcomm is Back on Top of the SoC World!
In 2015 Qualcomm stunned the fabless semiconductor world with an unprecedented layoff. When I first heard about it the number was 5% but it kept growing and finally hit 15%. The big misstep here was, that after being the SoC leader starting in 2007 with the Snapdragon series of chips that powered the Smartphone revolution, QCOM did… Read More
Memory War Z: Samsung spins antidote to 3D XPoint
The 2016 edition of the Flash Memory Summit produced more than the usual amount of excitement. Samsung’s response to the Intel/Micron 3D XPoint challenge arrived in new slideware, indicating the war for next-generation SSDs is just starting. Who has the advantage?
We’d all like to think this is about creating a breakthrough technology,… Read More
Foundry Technology Packaging Solutions
A significant shift is underway in the fabless semiconductor business model. As the application markets have become more diverse (and more cost-sensitive), product requirements have necessitated a new focus on multi-die packaging technology. … Read More
10nm Will Be an Epic Process Node!
In the history of the fabless semiconductor industry the foundries have always been a process node or two behind the leading semiconductor manufacturers. Starting in Q1 2017, for the first time in fabless semiconductor history, the foundries will have a process node advantage. This is horrible news for some but great news for … Read More
Samsung Embraces Both Public And Private Cloud With Joyent Acquisition
As the mobile industry growth slows and looks to growth in IoT, companies like Samsung Electronics are looking for ways to initiate change or adapt to the new climate around them. One of the ways mobile companies are going to be profitable in the future is through offering, building and sometimes hosting those services beyond just… Read More
PDF Solutions Charts a Course for the Future at Its User Conference and Analyst Day