The pure-play foundry business just got stronger and so did semiconductor manufacturing in the United States. As we all know, the fabless semiconductor industry started by utilizing extra capacity from traditional semiconductor manufacturers (IDMs). However, putting your designs in the hands of a competitor is not a good … Read More
ISS Gary Patton Keynote: FD-SOI, FinFETS, and Beyond!
Two weeks ago the SEMI ISS Conference was held at Half Moon Bay in California. On the opening day of the conference Gary Patton CTO of GLOBALFOUNDRIES gave the keynote address and I also had the chance to sit down with Gary for an interview the next day.
The 2017 Leading Edge Semiconductor Landscape
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
IEDM 2016 – GLOBALFOUNDRIES 22FDX Update
At IEDM in 2015 I had a chance to sit down with Subramani (Subi) Kengeri and get a briefing on GLOBALFOUNDRIES 22FDX technology. At IEDM 2016 Rick Carter of GLOBALFOUNDRIES presented a paper on 22FDX. Following Rick’s presentation, I had a chance to sit down with Rick and John Pellerin, VP of Technology and Integration and … Read More
GLOBALFOUNDRIES ASIC Update!
Back in my IP days we spent a lot of time with the ASIC companies chasing multi-million dollar licensing deals. IBM was a fierce ASIC competitor back then with leading edge processes and a silicon proven IP catalog that was unmatched.
Unfortunately that ended at 65nm as the pure-play foundries (TSMC and UMC) and fabless ASIC companies… Read More
A Peek Inside the Global Foundries Photonic Death Star!
Last week I wrote about the Photonics Summit and hands-on training hosted by Cadence Design, PhoeniX Software and Lumerical Solutions and in that article I mentioned that Ted Letavic of Global Foundries laid out a powerful argument for why integrated photonics is a technology that is going main stream. This article dives into … Read More
Always-On IoT – FDSOI’s Always Better? What About Wafers? (Questions from Shanghai)
Mahesh Tirupattur, EVP at low-power SERDES pioneer Analog Bits lead off the panel discussion at the recent FD-SOI Forum in Shanghai with the assertion that for anything “always on” in IoT, FD-SOI’s always better. They had a great experience porting their SERDES IP to 28nm FD-SOI (which they detailed last spring – see the ppt here… Read More
The Fabless Empire Strikes Back, Global Foundries and Cadence make moves into Integrated Photonics!
In August I wrote an article proclaiming Score 1 for IDMs vs Fabless and discussedIntel’sannouncement of volume production of their 100G PSM4 and 100G CWDM4 transceiver products.
This week the Fabless Empire strikes back.Daniel Nenni and I attended a two-day Photonic Summit and workshop hosted by Cadence Design, PhoeniX Software… Read More
GloFo’s 12nm FD-SOI: why it makes headlines in China
As you’ve probably seen in (excellent!) recent semiwiki postings by Eric Esteve and Scotten Jones, 12nm FD-SOI has now officially joined the GlobalFoundries’ roadmap. Eric and Scotten did a great job of putting many things in perspective. But this is a big piece of news, so here I propose looking at it from yet another perspective,… Read More
More Headwinds – CHIPS Act Chop? – Chip Equip Re-Shore? Orders Canceled & Fab Delay