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The keynotes at CDNLive today were very interesting, but rather than cover the slides and bullet points let me share with you my personal view of Samsung and how they are changing the semiconductor industry. Before I continue remember I’m just a blogger who shares observations, experiences, and opinions. This blog is for entertainment… Read More
Part 1 here.
The line between fabless semiconductor companies and IDMs has blurred over the last decade. Back in the 1990s, most IDMs manufactured most of their own product, perhaps using a foundry for a small percentage of additional capacity when required. But their own manufacturing was competitive, both in terms of the capacity… Read More
At a different time, but certainly within the past 12 months, Paul Otellini was asked if Intel would be a Foundry for Qualcomm. His reply was that it did not leave a good taste in his mouth. Nevertheless it was not rejected and the door that remained open just a crack is likely to swing open for Qualcomm, the premier mobile silicon supplier… Read More
The fundamental economics of the semiconductor industry are summed up in the phrase “fill the fab.” Building a fab is a major investment. With a lifetime of just a few years, the costs of owning a fab are dominated by depreciation of the fixed capital assets (the building, the air and water purification equipment, the manufacturing… Read More
Back in 2011, TSMC announced it was extending its IP Alliance Program to include soft, or synthesizable IP. Around that time it was also announced that Atrenta’s SpyGlass platform would be used as the sole analysis tool to verify the completeness and quality of soft IP before being admitted to the program. Since then, the … Read More
Tech aficionados love roadmaps. The confidence a roadmap instills – whether using tangible evidence or just a good story – can be priceless. Decisions on “the next big thing”, sometimes years and a lot of uncertain advancements away, hinge on the ability of a technology marketing team to define and communicate a roadmap.
Any roadmap… Read More
Usually I sleep on long flights, if not, I watch movies and read. The Lincoln movie was playing on EVA Air this week which reminded me that Abraham Lincoln was one of the greatest U.S. Presidents. If I was asked to pick a U.S. President as a spokesperson for TSMC it would be Honest Abe Lincoln. Chairman Morris Chang said it best during … Read More
The announcement today that Intel will be a Foundry for Altera at 14nm is a significant turning point for the Semiconductor Industry and Intel’s Foundry fortunes of which the full ramifications are not likely to be understood by analysts. As a long time follower of Intel and a former co-founder of an FPGA startup (Cswitch), it has… Read More
In the 1980s, Japan was seen as the leader in the semiconductor industry. Their quality was higher, especially in memories, and the US was worried about falling behind. In fact Sematech was created in 1987 by the US government and a consortium of 14 US-based semiconductor companies primarily to pool investment on common problems… Read More
Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on … Read More
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The Data Crisis is Unfolding – Are We Ready?