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GlobalFoundries Exposed!

GlobalFoundries Exposed!
by Daniel Nenni on 09-06-2010 at 9:45 pm


The GlobalFoundries Technical Conference last week was one of the best I’ve seen. The theme of the conference was “GlobalFoundries is bringing the collaborative IDM semiconductor design and manufacturing culture to the merchant foundry business!”

“We ramped volume production at the 45/40nm node well ahead of all foundriesRead More


Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)

Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)
by Daniel Nenni on 07-11-2010 at 10:09 pm


After working with TSMC the past 10+ years the single most compelling question I have is why the stock (NYSE: TSM) is not at record highs. TSMC invented and continues to dominate the foundry business which is clearly the future of modern semiconductor design and manufacture. So why is this not a $20+ stock?!?!?

TSMC reports 36%+ net… Read More


TSMC Unveils First Ever AMS Reference Flow!

TSMC Unveils First Ever AMS Reference Flow!
by Daniel Nenni on 06-08-2010 at 9:17 pm

As a quick follow-up to my blog TSMC Extends Open Innovation Platform, TSMC today announced the Analog/Mixed Signal Reference Flow 1.0., another key collaborative component of TSMC’s Open Innovation Platform™.

The TSMC AMS Design Flow 1.0’s design package is integrated seamlessly on top of the 28nm interoperable process design… Read More


TSMC Extends Open Innovation Platform

TSMC Extends Open Innovation Platform
by Daniel Nenni on 06-07-2010 at 9:24 pm

TSMC today extended one of the most effective semiconductor design enablement initiatives the semiconductor world has ever seen, the Open Innovation Platform (OIP). Morris Chang coined the term “OIP” himself in 2008, but the effort itself is 10+ years old with a collective cost > .5B$. My other blogs on topic include: TSMC Read More


TSMC versus GlobalFoundries: Semiconductor Design Enablement!

TSMC versus GlobalFoundries: Semiconductor Design Enablement!
by Daniel Nenni on 06-01-2010 at 9:00 pm


As mentioned in previous blogs, design enablement is a key enabler to fabless semiconductor design and manufacture, without question. The purpose of this blog (in 500 words) is to compare and contrast two very different design enablement strategies and engage the semiconductor community in a meaningful discussion.

The GlobalFoundry… Read More


TSMC OIP vs CDNS OIP Analysis

TSMC OIP vs CDNS OIP Analysis
by Daniel Nenni on 05-28-2010 at 9:04 pm

Launched in April 2008, the TSMC OIP initiative is a collaborative strategy aimed at breaking down the barriers of semiconductor design enablement in order to reduce waste and increase the profitability of the industry as a whole.

The TSMC Open Innovation Platform promotes timeliness-driven innovation amongst the semiconductorRead More


450mm Semiconductor Manufacturing Debate

450mm Semiconductor Manufacturing Debate
by Daniel Nenni on 05-23-2010 at 2:39 pm


This blog posting is sponsored by EVA airlines, as I’m in the EVA executive lounge eating free food (I blog for food). “Fly EVA, the lesser of evils for Taiwan air travel!” EVA Air has a perfect safety record in 9 years of operation, China Air on the other hand has the worst safety record in the industry!

This blog was inspired by one of … Read More


2010 Semiconductor Foundry Update: Consolidation!

2010 Semiconductor Foundry Update: Consolidation!
by Daniel Nenni on 05-16-2010 at 6:46 pm

It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.

TSMC and… Read More


TSMC Earthquake Damage Redo

TSMC Earthquake Damage Redo
by Daniel Nenni on 04-14-2010 at 10:54 pm

As you may know I enjoy poking fun at the current state of semiconductor design and manufacture media; sloppy reporting, editors with little or no actual semiconductor experience taking corporate marketing spins on news/events and passing it along as fact.

Last week it was the EETimes parroting the Samsung foundry business pressRead More


Redefining the Semiconductor Foundry Model: Abu Dhabi versus Taiwan

Redefining the Semiconductor Foundry Model: Abu Dhabi versus Taiwan
by Daniel Nenni on 04-11-2010 at 2:53 pm

It was a pleasure to see the GlobalFoundries (GFI) corporate pitch at the Mentor Graphics U2U Conference last week. Wally Rhines is a tough act to follow but Mojy Chian, Senior Vice President of Design Enablement at GlobalFoundries, presented a compelling argument for a refined foundry business model. The GFI people were also … Read More