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The EUV Divide and Intel Foundry Services

The EUV Divide and Intel Foundry Services
by Scotten Jones on 03-23-2022 at 10:00 am

Intel IDM 2.0 Process Roadmap
The EUV Divide

I was recently updating an analysis I did last year that looked at EUV system supply and demand, while doing this I started thinking about Intel and their Fab portfolio.

If you look at Intel’s history as a microprocessor manufacturer, they are typically ramping up their newest process node (n), in volume production… Read More


How Intel will Beat Samsung

How Intel will Beat Samsung
by Daniel Nenni on 03-09-2022 at 6:00 am

Intel vs Samsung

Now that Intel is back in the foundry business, and with the Tower Semiconductor acquisition they are definitely back in the foundry business, Samsung will be the biggest foundry loser here.

You can break the IDM foundry business into two parts: First, and foremost, the NOT TSMC Business. Second is the the Better PPA (Power/Performance,… Read More


Intel Evolution of Transistor Innovation

Intel Evolution of Transistor Innovation
by Daniel Nenni on 03-03-2022 at 10:00 am

Intel Transistor Innovations 1971

Intel recently released an exceptional video providing an insightful chronology of MOS transistor technology.  Evolution of Transistor Innovation is a five-minute audiovisual adventure, spanning 50 years of Moore’s Law.  Some of the highlights are summarized below, with a few screen shot captures – the full video is definitely… Read More


Intel’s Investor Day – Nothing New

Intel’s Investor Day – Nothing New
by Doug O'Laughlin on 02-27-2022 at 6:00 am

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Intel’s big investor day was anything but big. The stock reacted poorly, down 5% on a day that was a widespread sell-off anyways.

I want to briefly summarize what matters for the stock. There was very little incremental news to the technology roadmap, and the financial outlook was underwhelming, to say the least.

The revenue guide… Read More


Intel 2022 Investor Meeting

Intel 2022 Investor Meeting
by Scotten Jones on 02-21-2022 at 6:00 am

Figure 1 Process Innovations

Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.

Technology Development presented by Ann Kelleher

Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More


Intel buys Tower – Best way to become foundry is to buy one

Intel buys Tower – Best way to become foundry is to buy one
by Robert Maire on 02-15-2022 at 10:00 am

Intel Tower Semiconductor Acquisition

-Intel jumpstarts foundry model with Tower semi buy @$54B Gets complementary tech to round out offerings
-Approval based on satisfying China’s needs as well
-Margin concerns overblown- Will it be allowed to flourish?

Intel pays up to get foundry and technology….

Intel announced a $5.4B acquisition of Tower Semiconductor… Read More


The Intel Foundry Ecosystem Explained

The Intel Foundry Ecosystem Explained
by Daniel Nenni on 02-15-2022 at 5:00 am

Intel Tower Semiconductor Acquisition

Exciting times for the semiconductor industry! Last week Intel announced a billion dollar fund to build a foundry ecosystem and today Intel announced they are acquiring foundry Tower Semiconductor for $5.6 billion dollars, WOW! Some people doubted Intel’s commitment to the foundry market this time. I think we can now put that… Read More


The Semiconductor Ecosystem Explained

The Semiconductor Ecosystem Explained
by Steve Blank on 02-06-2022 at 6:00 am

TSMC Ecosystem Explained

The last year has seen a ton written about the semiconductor industry: chip shortages, the CHIPS Act, our dependence on Taiwan and TSMC, China, etc.

But despite all this talk about chips and semiconductors, few understand how the industry is structured. I’ve found the best way to understand something complicated is to diagram… Read More


Samsung Keynote at IEDM

Samsung Keynote at IEDM
by Scotten Jones on 01-27-2022 at 6:00 am

Samsung Keynote Figure 1

Kinam Kim is a longtime Samsung technologist who has published many excellent articles over the years. He is now the Chairman of Samsung Electronics, and he gave a very interesting keynote address at IEDM.

He began with some general observations:

The world is experiencing a transformation powered by semiconductors that has been… Read More


ASML Too Much Demand Plus Intel and High NA

ASML Too Much Demand Plus Intel and High NA
by Robert Maire on 01-23-2022 at 6:00 am

ASML High NA Intel

Too much demand- A “good” problem-Managing supply & capacity-Intel & Hi NA

ASML great Q4 results-Demand off charts-Supply constrained
-Dealing with chain issues, putting out fires, expediting
-Looking forward to next gen High NA in 2024/2025
-Intel’s order doesn’t give advantage,… Read More