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Clearly the fabless semiconductor ecosystem is driving the semiconductor industry and is responsible for both the majority of the innovation and the sharp decline in consumer electronics costs we have experienced. By definition, a fabless semiconductor company does not have to spend the time and money on manufacturing related… Read More
ST Microelectronics announced yesterday that it would have a conference call on December 10th to announce its strategy going forward. ST has been struggling the last couple of years, with revenues down year to year. From 2010-2012 (the last an estimate of course) it did $10.3B, $9.6B and $8.4B so it has shrunk nearly 20% in 3 years.… Read More
Since the beginning of the semiconductor industry, improving the rate of yield learning has been a critical factor in the success silicon manufacturing. Each fab has dedicated yield teams that look at the yield of wafers manufactured the previous day and attempt to find the root cause of any unexpected “excursions.” In earlier… Read More
Intel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors. A more dramatic… Read More
The announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive team and … Read More
Ever since the failed Intel PR stunt where Mark Bohr suggested that the fabless semiconductor ecosystem was collapsing I have been researching and writing about it. The results will be a book co-authored by Paul McLellan. You may have noticed the “Brief History of” blogs on SemiWiki which basically outline the book. If not, start… Read More
The weather in Taiwan last week was very nice, not too hot but certainly not cold. The same could be said for the TSM stock which broke $16 after the October financial report where TSMC reported a sales increase of 15% over September. Revenues for this year thus far increased 19% over last year so why isn’t TSM stock at $20 like I predicted… Read More
More than one year old now, TSMC’s soft IP quality assessment program is a joint effort between TSMC and Atrenta to deploy a series of SpyGlass checks that create detailed reports of the completeness and robustness of soft IP. This soft IP quality program has been the first to be initiated by a Silicon foundry on other than “Hard IP”,… Read More
The common theme amongst semiconductor ecosystem conferences this year is FinFETS, probably the most exciting technology we will see this decade. A lot has been written on SemiWiki about FinFETS, it is one of the top trending search terms, but there is some confusion about the process naming so let me attempt to explain.
In planar… Read More
Our EDA industry loves three letter acronyms so credit the same industry for creating a five letter acronym CoWoS. Two weeks ago TSMC announced tape-out of their first CoWoS test chip integrating with JEDEC Wide I/O mobile DRAM interface, making me interested enough to read more about it. At the recent TSMC Open Innovation Platform… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot