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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


Are TSMC and Intel Partnering in Arizona?

Are TSMC and Intel Partnering in Arizona?
by Daniel Nenni on 11-01-2020 at 10:00 am

TSMC Career Opporunitites

After months of back and forth TSMC finally announced plans to build a fab in Arizona. The announcement was not made in the press or on the most recent investor call but on LinkedIn. A sign of the times I guess but since they need to hire a bunch of semiconductor people it was more than appropriate.

“We’re delighted to catch up with you … Read More


Intel TSMC Update!

Intel TSMC Update!
by Daniel Nenni on 10-23-2020 at 10:00 am

Intel Bob Swan TSMC SemiWiki 1

Based on the Intel investor call yesterday here are some interesting comments Bob Swan made related to Intel outsourcing manufacturing and 7nm progress. Let’s start with the prepared statement:

Bob Swan: Over the last couple of years, we have been focused on three critical priorities; improving our execution to strengthen … Read More