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by Daniel Nenni on 04-16-2021 at 6:00 am

TSMC 1Q21 Revenue by Platform

We were all pleasantly surprised when TSMC increased 2021 Capex to a record $28 billion. To me this validated the talk inside the ecosystem that Intel would be coming to TSMC at 3nm. We were again surprised when TSMC announced a $100B investment over the next three years which belittled Intel’s announcement that they would spend … Read More

Foundry Fantasy- Deja Vu or IDM 2?

Foundry Fantasy- Deja Vu or IDM 2?
by Robert Maire on 03-26-2021 at 8:00 am

Foundry Profit 2020

– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0

Intel not only wants to catch TSMC but beat them at their own Read More

Intel Takes Another Shot at the Enticing Foundry Market

Intel Takes Another Shot at the Enticing Foundry Market
by Terry Daly on 03-26-2021 at 6:00 am

Intel IDM 2.0

Intel made a big splash on March 23, 2021 by doubling down on manufacturing with the creation of Intel Foundry Services (IFS). The big announcement was supported by potential customers such as Qualcomm, Cisco, Ericsson, Google, Amazon, Microsoft, and IBM. With an accompanying $20B investment, the EDA and equipment industries,… Read More

Intel’s IDM 2.0

Intel’s IDM 2.0
by Scotten Jones on 03-24-2021 at 4:00 am

Slide1 1

In January I presented at the ISS conference a comparison of Intel’s, Samsung’s and TSMC’s leading edge offerings. You can read a write-up of my presentation here.

With the problems going on at Intel, that article generated a lot of interest in the investment community, and I have been holding a lot of calls with analysts who are trying… Read More

Intel Will Again Compete With TSMC

Intel Will Again Compete With TSMC
by Daniel Nenni on 03-23-2021 at 2:00 pm

TSMC Intel SemiWiki

New Intel CEO Pat Gelsinger is not wasting any time in changing the course of the largest semiconductor company the world has ever seen. Today he announced the IDM 2.0 strategy which will better leverage Intel’s manufacturing abilities. There is a lot to talk about here but let’s focus on the new Intel Foundry Services because the… Read More

Resistive RAM (ReRAM) Computing-in-Memory IP Macro for Machine Learning

Resistive RAM (ReRAM) Computing-in-Memory IP Macro for Machine Learning
by Tom Dillinger on 03-18-2021 at 6:00 am


The term von Neumann bottleneck is used to denote the issue with the efficiency of the architecture that separates computational resources from data memory.   The transfer of data from memory to the CPU contributes substantially to the latency, and dissipates a significant percentage of the overall energy associated with … Read More

All-Digital In-Memory Computing

All-Digital In-Memory Computing
by Tom Dillinger on 03-15-2021 at 6:00 am

NOR gate

Research pursuing in-memory computing architectures is extremely active.  At the recent International Solid State Circuits conference (ISSCC 2021), multiple technical sessions were dedicated to novel memory array technologies to support the computational demand of machine learning algorithms.

The inefficiencies associated… Read More

Register File Design at the 5nm Node

Register File Design at the 5nm Node
by Tom Dillinger on 03-10-2021 at 2:00 pm

lowVt bitcell

“What are the tradeoffs when designing a register file?”  Engineering graduates pursuing a career in microelectronics might expect to be asked this question during a job interview.  (I was.)

On the surface, one might reply, “Well, a register file is just like any other memory array – address inputs, data inputs and outputs, read/writeRead More

TSMC Plans Six Wafer Fabs in Arizona

TSMC Plans Six Wafer Fabs in Arizona
by Scotten Jones on 03-10-2021 at 10:00 am

TSMC Fab 18 Remdering

There are reports in the media that TSMC is now planning six Fabs in Arizona (the image above is Fab 18 in Taiwan). The original post I saw referred to a Megafab and claimed six fabs with 100,000 wafers per month of capacity (wpm) for $35 billion dollars. The report further claimed it would be larger than TSMC fabs in Taiwan.

This report… Read More

A Review of Clock Generation and Distribution for Off-Chip Interfacing

A Review of Clock Generation and Distribution for Off-Chip Interfacing
by Tom Dillinger on 03-09-2021 at 6:00 am


At the recent ISSCC conference, Mozhgan Mansuri from Intel gave an enlightening (extended) short course presentation on all thing related to clocking, for both wireline and wireless interface design. [1]  The presentation was extremely thorough, ranging from a review of basic clocking principles to unique circuit design … Read More