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Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies
by Dylan Patel on 10-22-2021 at 8:00 am

Intel Longterm look 2021 SemiWiki

Pat Gelsinger laid it all out on the table and stopped the charade. He was once a farm boy from rural Pennsylvania who moved out to Silicon Valley at the age of 18 to work at Intel. Now he has the keys to the company, and he’s betting the entire farm on its future technological dominance. It’s been very clear Intel will lose market share … Read More


TSMC Arizona Fab Cost Revisited

TSMC Arizona Fab Cost Revisited
by Scotten Jones on 10-13-2021 at 8:00 am

TSMC North America Fabs

Back in May of 2020 I published some comparisons of the cost to run a TSMC fab in Arizona versus their fabs in Taiwan. I found the fab operating cost based on the country-to-country difference to only be 3.4% higher in the US and then I found an additional 3.8% because of the smaller fab scale. Since that time, I have continued to encounter… Read More


GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out

GlobalFoundries $GFS IPO – Mubadala Lost Over $22.4B, Now They Are Hoping Public Markets Bail Them Out
by Dylan Patel on 10-06-2021 at 7:00 am

Semiconductor Manufacturing has Shifted to Asia

In 2008, Mubadala, the Abu Dhabi government owned sovereign wealth fund assisted AMD in divesting their manufacturing assets and spinning them off. They were compensated with a combination of direct payments, investments in AMD, and shares in the new firm, GlobalFoundries. The divestiture was a multi-year journey, but by 2012,… Read More


The Semiconductor Shortage False Narrative!

The Semiconductor Shortage False Narrative!
by Daniel Nenni on 10-01-2021 at 6:00 am

Port of Oakland

The semiconductor shortage has really caught the world’s attention. Friends and family who don’t really know what a semiconductor is now ask me to explain it. This is great news for the semiconductor industry for different reasons which I will discuss here. We can also discuss the downside risks.

First, let’s look at a bit of semiconductor… Read More


The GlobalFoundries IPO March Continues

The GlobalFoundries IPO March Continues
by Daniel Nenni on 09-20-2021 at 6:00 am

Tom Caufield Pat Gelsinger

The GF Technology Summit was last week. It was virtual again this year but with a different format. It was a mix of live and recorded events which did include some cringe worthy moments but all-in-all it was well worth my time.

One of the biggest changes you will notice is the messaging. GF is no longer down in the technology trenches … Read More


ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel

ASML is the key to Intel’s Resurrection Just like ASML helped TSMC beat Intel
by Robert Maire on 09-09-2021 at 6:00 am

TSMC INTEL ASML Hurricane 1

-Intel’s access to high-NA EUV tools may be their elixir of life
-TSMC’s EUV adoption helped it vault faltering Intel & Samsung
-Maybe ASML should invest in Intel like Intel invested in ASML
-Shoe is on the other foot- But cooperation helps chip industry

Intel is dependent upon ASML for its entire future
If Intel… Read More


The Arm China Debacle and TSMC

The Arm China Debacle and TSMC
by Daniel Nenni on 09-03-2021 at 6:00 am

Barnum and Baily Circus

Having spent 40 years in the semiconductor industry, many years working with Arm and even publishing the definitive history book “Mobile Unleashed: The Origin and Evolution of ARM Processors in Our Devices” plus having spent more than 20 years working with China based companies, I found the recent Arm China media circus quite … Read More


Intel Architecture Day – Part 2: GPUs, IPUs, XeSS, OpenAPI

Intel Architecture Day – Part 2: GPUs, IPUs, XeSS, OpenAPI
by Tom Dillinger on 09-01-2021 at 10:00 am

Ponte Vecchio

Introduction

At the recent Intel Architecture Day presentations, a breadth of roadmap plans were provided – an earlier article focused on the x86 client and data center cores and products.  This article focuses on the GPU and IPU announcements.

Xe Graphics Core

The Intel GPU architecture for embedded, discrete, and data center… Read More


Intel Architecture Day – Part 1: CPUs

Intel Architecture Day – Part 1: CPUs
by Tom Dillinger on 09-01-2021 at 6:00 am

performance core

Introduction

The optimization of computing throughput, data security, power efficiency, and total cost of ownership is an effort that involves managing interdependencies between silicon and packaging technologies, architecture, and software.  We often tend to focus on the technology, yet the architecture and software… Read More


Expanding Intel’s Foundry Partnerships: A Critical Piece of IDM 2.0

Expanding Intel’s Foundry Partnerships: A Critical Piece of IDM 2.0
by Daniel Nenni on 08-25-2021 at 6:00 am

Stuart Pann SemiWiki

One of the career Intel employees (33+ years) that Pat Gelsinger brought back is Stuart Pann. Stuart is now the Senior Vice President of the Intel Corporate Planning Group. He does not have direct foundry experience but he certainly knows Intel and Pat so it will be interesting to see where this goes.

Stuart recently penned an article… Read More