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A Brief History of Semiconductors: the Foundry Transition

A Brief History of Semiconductors: the Foundry Transition
by Paul McLellan on 09-04-2012 at 11:30 am

A modern fab can cost as much as $10B dollars. That’s billion with a B. Since it has a lifetime of perhaps 5 years, owning a fab costs around $50 per second and that’s before you buy any silicon or chemicals or design any chips. Obviously anyone owning a fab had better be planning on making and selling a lot of chips if they are going to make… Read More


TSMC 28nm Update Q3 2012!

TSMC 28nm Update Q3 2012!
by Daniel Nenni on 08-28-2012 at 7:30 pm

Reports out of Taiwan (I’m in Hsinchu this week) have TSMC more than doubling 28nm wafer output in Q3 2012 due to yield improvements and capacity increases while only spending $3.6B of the $8.5B forecasted CAPEX! Current estimates have TSMC 28nm capacity at 100,000 300mm wafers (+/- 10%) per month versus 25,000 wafers reported… Read More


Qualcomm Acquires Intel’s Playbook

Qualcomm Acquires Intel’s Playbook
by Ed McKernan on 08-10-2012 at 12:00 pm

The Mobile Tsunami wave has yet to crest and the surfers strong enough to mount it are dwindling fast to the dismay of market watchers and experienced analysts. The distraction of these past few days is the courtroom drama being played out between the sumo wrestlers, Apple and Samsung, which in the end will not result in a cessation… Read More


The GLOBALFOUNDRIES Value Proposition!

The GLOBALFOUNDRIES Value Proposition!
by Daniel Nenni on 08-09-2012 at 5:00 pm

From the very start I continually asked the GF guys what their value proposition is other than, “We are not TSMC”, which seems to be the easy way to foundry riches but clearly is not. In the early days of GF there was a lot of pride, pomp, and circumstance but that does not necessarily sell wafers. Today we are seeing a very different GF … Read More


TSMC Leads Semiconductor Sales Growth in 2012!

TSMC Leads Semiconductor Sales Growth in 2012!
by Daniel Nenni on 08-06-2012 at 10:00 am

As a fitting postscript to my “Brief History of the Fabless Semiconductor Industry”, semiconductor research company IC Insights compiled a list of the top semiconductor companies for the first half of 2012. As the traditional IDMs go fabless and sink in the ratings, the foundries post record gains led by TSMC at 22%, GlobalFoundries… Read More


A Brief History of TSMC

A Brief History of TSMC
by Daniel Nenni on 08-02-2012 at 7:30 pm

In 1985 Morris Chang was recruited by the Taiwanese government to help develop the emerging semiconductor industry. In 1986 Morris joined the Hsinchu based non profit research institute ITRI as Chairman and President and launched what would be TSMC’s first semiconductor wafer fabrication plant on the ITRI campus. Taiwan… Read More


A Brief History of the Fabless Industry

A Brief History of the Fabless Industry
by Daniel Nenni on 07-31-2012 at 7:30 pm

Even though most of us have witnessed the emergence of the fabless semiconductor industry it is still good to go back and remember how we got to where we are today, to realize that the semiconductors that you now hold in your hand were enabled by the rise of the fabless semiconductor business model. This is the first in a series of blogs… Read More


The Coming Battle for AMD’s x86 Hidden Cache

The Coming Battle for AMD’s x86 Hidden Cache
by Ed McKernan on 07-30-2012 at 10:58 am

Not yet a year into Rory Read’s term and the AMD board must be considering that the value of the x86 patents and engineering talent is worth much more than the stocks $3B valuation and easier to fathom putting on the auction block than continuing to sell $25 processors into the back channels of China and the Developing World. As I read… Read More


ARM and TSMC Beat Revenue Expectations Signaling Strength in a Weakening Economy?

ARM and TSMC Beat Revenue Expectations Signaling Strength in a Weakening Economy?
by Daniel Nenni on 07-25-2012 at 11:00 am

Fabless semiconductor ecosystem bellwethers, TSMC and ARM, buck the trend reporting solid second quarters. Following “TSMC Reports Second Highest Quarterly Profit“, the British ARM Holdings “Outperforms Industry to Beat Forecasts“. Clearly the tabloid press death of the fabless ecosystem claims… Read More


Re-defining Semiconductor Collaboration!

Re-defining Semiconductor Collaboration!
by Daniel Nenni on 07-22-2012 at 7:00 pm

GlobalFoundries did a nice response to my “How has 20nm Changed the Semiconductor Ecosystem?” and redefined the word collaboration. Our industry is plagued with sound bites and acronyms so let us agree on a semiconductor ecosystem definition of collaboration.

Mojy Chianis senior vice president, design enablement at… Read More