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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


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

clocking

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


Expert Advice for the New Intel CEO

Expert Advice for the New Intel CEO
by Daniel Nenni on 02-15-2021 at 10:00 am

Pat Gelsinger Intel CEO

Intel is a semiconductor legend. Founded on July 18, 1968, the name Intel is short for Integrated Electronics. After leading Silicon Valley, the United Sates, and the world into the era of semiconductors through technical excellence, Intel has hit some challenging times. There has been quite a bit of CEO drama that we will look … Read More


The Latest in Dielectrics for Advanced Process Nodes

The Latest in Dielectrics for Advanced Process Nodes
by Tom Dillinger on 01-12-2021 at 6:00 am

new ILDs v2

Of the three types of materials used in microelectronics – i.e., semiconductors, metals, and dielectrics – the first two often get the most attention.  Yet, there is a pressing need for a rich variety of dielectric materials in device fabrication and interconnect isolation to satisfy the performance, power, and reliability … Read More


Optimization for pFET Nanosheet Devices

Optimization for pFET Nanosheet Devices
by Tom Dillinger on 01-04-2021 at 6:00 am

Intel flow TEM

The next transition from current FinFET devices at advanced process nodes is the “nanosheet” device, as depicted in the figure below. [1]

The FinFET provides improved gate-to-channel electrostatic control compared to a planar device, where the gate traverses three sides of the fin.  The “gate-all-around” characteristics… Read More


How Intel Stumbled: A Perspective from the Trenches

How Intel Stumbled: A Perspective from the Trenches
by Daniel Nenni on 12-07-2020 at 6:00 am

Stacy and Bob Intel SemiWiki

Bloomberg did an interview with my favorite semiconductor analyst Stacy Rasgon on “How the Number One U.S. Semiconductor Company Stumbled” that I found interesting. Coupled with the Q&A Bob Swan did at the Credit Suisse Annual Technology Conference I thought it would be good content for a viral blog.

Stacy RasgonRead More


No Intel and Samsung are not passing TSMC

No Intel and Samsung are not passing TSMC
by Scotten Jones on 12-02-2020 at 6:00 am

Slide1

Seeking Alpha just published an article about Intel and Samsung passing TSMC for process leadership. The Intel part seems to be a theme with them, they have talked in the past about how Intel does bigger density improvements with each generation than the foundries but forget that the foundries are doing 5 nodes in the time it takes… Read More