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My visit to Taiwan last week was very encouraging. No earthquake, no typhoon, and both TSMC and UMC again posted record financial results, giving a peek into what 2011 has in store for us semiconductor professionals around the world.
A transcript from the TSMC earnings call can be foundhere, the UMC transcript is here. The TSMC transcript… Read More
According to the EETimes – “The leading-edge foundry market is up for grabs, as several vendors have stumbled or been victims of the shakeout “. According to people who actually work with the foundries, like myself, the leading edge foundry market will continue to be dominated by TSMC and GlobalFoundries is the “dark horse”. Samsung… Read More
Last week TSMC hosted the2010 Executive Forum on Leading Edge Semiconductor Technology in Yokohama, Japan. The Senior Vice President of R&D at TSMC lectured on process development and the individual technologies for the 45/40nm, 32/28nm and 22/20nm nodes and explained the current status.
Dr. Shang-Yi Chiang joined TSMC… Read More
One may ask why in the semiconductor world would GlobalFoundries(GFI) exhibit at the Mobile World Congress last week, the world’s largest exhibition for the mobile industry. And not just exhibit, GFI turned out at en force with meeting rooms and bright orange signage declaring a mobile revolution. Why? Here is your first clue:… Read More
When AMD sought to shed its costly manufacturing unit Ibrahim Ajami saw an interesting opportunity, one that will eventually bring semiconductor manufacturing to Abu Dhabi. Let’s start with the recent interview published with Ajami, the 34 year old Chief Executive Officer of Advanced Technology Investment Company (ATIC),… Read More
Transistors may be shrinking but atoms are not. Transistors are now just a handful of atoms so it matters even more when a couple of those atoms are out of place. Process variations, whether they are statistical, proximity, or otherwise, have got to be thoughtfully accounted for if we are to achieve the low-power, high-performance,… Read More
The foundry business is a tough one. The golden age of semiconductors is clearly over and what remains is a highly competitive marketplace. This blog follows up my original TSMC vs Global Foundries which is the single most viewed page on my site.
Case in point #1: Founded in 2000, SMIC Semiconductor Manufacturing International … Read More
It was an interesting week in Taiwan for sure. Typhoon Fanapi, lightning storms, the first 28nm production silicon, foundry re-orgs, and most importantly Moon Cake pastries! Wednesday was the Chinese Moon (Zhongqiu)Festival, in Taiwan it is a National holiday commonly celebrated by people barbecuing various meats outdoors.… Read More
TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?
UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered’s… Read More
TSMC posted its best net profit in a year for Q309, saying demand for chips across all applications improved. Third-quarter sales fell a modest 3.3% year over year to $2.76 billion, but increased 21% from the previous quarter. Earnings per American Depositary Share (ADS) were flat when compared to 2008, but 25% above the second … Read More
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Will 50% of New High Performance Computing (HPC) Chip Designs be Multi-Die in 2025?