Rarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight up and what do I see? STARS!… Read More
TSMC is the Top Dog in Pure-Play Foundry Business
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
FD-SOI: GlobalFoundries 22nm Update
As I said yesterday, last week was the GSA Analog/Mixed-Signal working group completely dedicated to FD-SOI. ST went first and had a presentation that was a mixture of an introduction to FD-SOI that I have covered times that are too numerous to mention. Then they did a dive into analog and RF capabilities for FD-SOI that went very … Read More
Make American Semiconductor Great Again!
As I watched the GOP debate between the top 10 candidates last week I asked myself which one of those men would I pick to help the United States stay competitive in the semiconductor industry. I’m saddened to say that the only candidate even remotely qualified for that conversation in my opinion is Donald Trump. Of course I backed Ross… Read More
A Candid Conversation with the GlobalFoundries CEO!
I did not know Dr. Sanjay Jha prior to this meeting but I certainly knew of him from his time at Qualcomm. It seemed a bit odd for me to fly to Dresden to meet a man that is based here in Silicon Valley but that made the meeting all that more interesting. Especially after finding out the German Chancellor Angela Merkel would also be visiting… Read More
FD-SOI: a Gentle Introduction
Over the last couple of weeks, FD-SOI has been in the news with GlobalFoundries announcement of a 22nm FD-SOI process that will run in the Dresden Fab. Also, earlier in the week I talked to Thomas Skotnicki about the saga (and it is a saga) of how FD-SOI got from his PhD thesis to volume manufacturing and global deployment. But there … Read More
GlobalFoundries 22nm FD-SOI: What Happens When
Earlier in the week I wrote about GlobalFoundries announcement of 22nm FD-SOI. At SEMICON West there were three events that filled in some more details. First, on Tuesday, a lunch presentation given by SOITEC who make the wafer blanks that FD-SOI requires. Then on Wednesday I sat down for an hour with Gary Patton and Subi Kengeri … Read More
Angela Merkel Visits GlobalFoundries in Dresden!
The Chancellor of Germany visited Fab 1 in Dresden today. I did not get to speak with her personally so I will send her a message here. The fabless semiconductor industry is a force of nature. You can either harness the power or be overwhelmed by it. The United States, Taiwan, China, and South Korea have certainly figured this out. Hopefully… Read More
Silicon Saxony!
The “Saxony” reference comes from the Holy Roman era which is now the tenth largest of Germany’s sixteen states and is divided into ten districts. The “Silicon” comes from the microchip makers in the Dresden area which is district #2. The largest of said chip makers is now GlobalFoundries so in the same vein that California has Silicon… Read More
GlobalFoundries FD-SOI. Yes, It’s True
There have been rumors around for months (even on Semiwiki here) but today it is official. GlobalFoundries announced 22FDX which is a 22nm FD-SOI platform. GF announced that they had licensed FD-SOI from STMicroelectronics a couple of years ago and then…nothing. I just assumed it was a marketing deal that would be driven… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay