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Why is Intel still short on chips?

Why is Intel still short on chips?
by Daniel Nenni on 12-03-2019 at 6:00 am

Image RemovedIntel is again apologizing to customers for 14nm chip shortages. As a result PC makers are revising down revenue expectations for 2020. Something does not smell right here. I have also read that due to the continued shortages Intel will be second sourcing CPU chips to Samsung 14nm. This smells even worse, absolutely.… Read More


WEBINAR: Prototyping With Intel’s New 80M Gate FPGA

WEBINAR: Prototyping With Intel’s New 80M Gate FPGA
by Daniel Nenni on 12-02-2019 at 6:00 am

The next generation FPGAs have been announced, and they are BIG!  Intel is shipping its Stratix 10 GX 10M FPGA, and Xilinx has announced its VU19P FPGA for general availability in the Fall of next year.  The former is expected to support about 80M ASIC gates, and the latter about 50M ASIC gates.  And, to bring this mind-boggling gate… Read More


Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More


AMAT last to confirm foundry led recovery

AMAT last to confirm foundry led recovery
by Robert Maire on 11-18-2019 at 6:00 am

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Good end to a weak fiscal year- and end to down cycle
As expected and well telegraphed by TSMC, LRCX, ASML & KLAC, AMAT put up a good quarter and guide as the last to report that the industry has turned the corner on the down cycle. While not a rip roaring recovery, its better to return to growth than continue a downward… Read More


2020 Semiconductor Foundry Landscape Update!

2020 Semiconductor Foundry Landscape Update!
by Daniel Nenni on 11-15-2019 at 6:00 am

Image RemovedWhen I first started working with the foundries 25 years ago I would have never imagined that I would make a career out of it, which I most certainly have. Fortunately, I recognized early on that not only are the foundries the cornerstone of the semiconductor ecosystem, they are also a very important economic bellwether,… Read More


Calibre Commences Cloud Computing

Calibre Commences Cloud Computing
by Tom Simon on 11-06-2019 at 10:00 am

Calibre was a big game changer for DRC users when it first came out. Its hierarchical approach dramatically shortened runtimes with the same accuracy as other existing, but slower, flat tools. However, one unsung part of this story was that getting Calibre up and running required minimal effort for users. Two things are required… Read More


Intel CEO Update Q4 2019

Intel CEO Update Q4 2019
by Daniel Nenni on 11-04-2019 at 6:00 am

Bob Swan started as interim CEO in June of 2018 and took the full-time CEO job in January of 2019. I was a vocal critic of the previous CEO Brian Krzanich (BK) and really felt he was not fit to serve. As it turns out I was right. It is not just the CEO himself, but also the people that he surrounds himself with. BK surrounded himself with the… Read More


AMD Intel TSMC menage a trois and the trouble with trouples

AMD Intel TSMC menage a trois and the trouble with trouples
by Robert Maire on 11-01-2019 at 10:00 am

  • Image RemovedIts “Complicated”- A 3 way Chip Relationship
  • Competing for Wafers, Moore’s Law & Love
  • Who’s Competing with Whom?
  • All’s Fair

The 3 way relationship is more complex than it seems

On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making … Read More


Samsung 2019 Technology Day Recap!

Samsung 2019 Technology Day Recap!
by Daniel Nenni on 11-01-2019 at 6:00 am

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Samsung is a complicated company with a VERY long history. We attempted to capture the Samsung Experience in chapter 8 of our book “Mobile Unleashed: The Origin and Evolution of ARM Processors In Our Devices”. If you are a registered SemiWiki member you can download a free PDF copy in our Books section.

Here is… Read More


TSMC Update Q3 2019 Absolutely!

TSMC Update Q3 2019 Absolutely!
by Daniel Nenni on 10-25-2019 at 6:00 am

This will be a combination of the recent TSMC quarterly report, a look back at Cliff Hou’s keynote at the most recent TSMC conference, and conversations on SemiWiki.com. There has been a lot of press on this but of course the most important points are being missed. Semiconductors are complicated and getting more so, absolutely.… Read More