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Intel Foundry Banner SemiWiki
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AAPl Vs QCOM Who wins?

AAPl Vs QCOM Who wins?
by Daniel Nenni on 01-26-2017 at 7:00 am

Things just got interesting in the iPhone supply chain with the $1B AAPL Vs QCOM legal action filed this week. For the life of me I could not understand why Apple second sourced the normally QCOM modem in the iPhone 7. It caused quite a stir in the technical community but we could only surmise that it was a price issue on the business side.… Read More


Another Interesting Thing From TSMC!

Another Interesting Thing From TSMC!
by Daniel Nenni on 01-21-2017 at 7:00 am

As I mentioned in my previous post, the TSMC investor call this month was very interesting and Morris Chang was in fine form during the Q&A. As a semiconductor professional I think some of the questions are ridiculous but maybe they have value to the financial people. This one question from Randy, who I think is very astute, is … Read More


The 2017 Leading Edge Semiconductor Landscape

The 2017 Leading Edge Semiconductor Landscape
by Scotten Jones on 12-27-2016 at 6:00 pm

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


What’s the Intel Capex Outlook?

What’s the Intel Capex Outlook?
by Robert Maire on 10-23-2016 at 7:00 am

Intel has terrific QTR & slightly light guide Intel is recovering & transforming at the same time. Whats the Capex outlook? Impact on ASML KLAC LRCX?

Intel reported revenues of $15.78B and earnings of $0.80 for the quarter beating expectations and previous upward guidance. CCG (PCs) were up 21% Q/Q and 5% Y/Y. Data center… Read More


One line of macOS code could cap a 20-year pivot

One line of macOS code could cap a 20-year pivot
by Don Dingee on 10-07-2016 at 4:00 pm

When Steve Jobs made it clear at the 1997 Apple Worldwide Developer Conference he was taking back his company, he tossed the now famous line in his opening monologue: “Focusing is about saying no.” Approaching 20 years later, that decision still reverberates.… Read More


Intel Altera FPGA at the heart of an autonomous Audi A8

Intel Altera FPGA at the heart of an autonomous Audi A8
by Claudio Avi Chami on 10-02-2016 at 4:00 pm

Audi announced its piloted driving technology at CES 2015. The Audi Prologue includes the Advanced Driver Assistance System Platform (zFAS), co-developed with TTTech. The zFAS board is based on four devices: an Nvidia k1 processor and Infineon Aurix processor, Mobileye’s EyeQ3 for vision processing, and an Altera Cyclone Read More


Intel Foundry Rounds Out IP Lineup With ARM at IDF 2016

Intel Foundry Rounds Out IP Lineup With ARM at IDF 2016
by Patrick Moorhead on 09-28-2016 at 12:00 pm

There are always debates on who does what best in the semiconductor industry, but most agree that Intel is the best in process and transistor technology. This leadership has served the company extremely well over the last few decades and allowed them to reach a position of dominance in the PC and server semiconductor markets. In … Read More


TSMC 16nm, 10nm, 7nm, and 5nm Update!

TSMC 16nm, 10nm, 7nm, and 5nm Update!
by Daniel Nenni on 09-13-2016 at 4:00 pm

Word on the street is that TSMC is on schedule with 16FFC, 10nm and 7nm, which is a very big deal for the fabless semiconductor ecosystem. As Scotten Jones has illustrated in the graphic below, for the first time in the history of the semiconductor industry a pure-play foundry (TSMC) will have the process lead over Intel. And this is… Read More


The 2016 Leading Edge Semiconductor Landscape

The 2016 Leading Edge Semiconductor Landscape
by Scotten Jones on 09-03-2016 at 7:00 am

The leading edge semiconductor logic landscape has in recent years collapsed to just four companies. The following is a summary of what is currently known about each company’s plans and how they compare. ASML has analyzed many logic nodes and developed a formula that normalizes processes to a “standard node”.… Read More


AMD Zen and the Art of Microprocessor Maintenance

AMD Zen and the Art of Microprocessor Maintenance
by Don Dingee on 08-31-2016 at 4:00 pm

AMD is a fantastic company with highly talented people, but for some reason just hasn’t managed to put a winning streak of microprocessor architectures back-to-back. It’s frustrating to watch: they ride like mad to catch up to or even pull slightly ahead of Intel, then fall back in the pack when they have to make an extended pit stop,… Read More