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The semiconductor market showed powerful growth in 2Q 2021, up 8.3% from 1Q 2021 and up 29% from a year earlier, according to WSTS. Most major semiconductor companies experienced substantial revenue growth in the quarter. The memory companies were especially strong, with 2Q 2021 versus 1Q 2021 revenue (in local currency) up 19.6%… Read More
The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. We have been talking about this for some time on SemiWiki so this is nothing new. Unfortunately, the article mentioned wafer and delivery date estimates that are unconfirmed and from what I know, completely out of line. … Read More
The 32nd VLSI Design/CAD Symposium just occurred in a virtual setting. The theme of the event this year was “ICs Powering Smart Life Innovation”. There were many excellent presentations across analog & RF, EDA & testing, digital & system, and emerging technology. There were also some excellent keynotes, and this… Read More
Last week, Mobileye released a 40-minute long unedited video of the company’s camera-only Supervision automated driving system in action on the chaotic streets of New York City. The video release was part of an announcement of an expansion of Mobileye’s testing of autonomous vehicle technology including New York City (as the… Read More
Intel recently provided a detailed silicon process and advanced packaging technology roadmap presentation, entitled “Intel Accelerated”. The roadmap timeline extended out to 2024, with discussions of Intel client, data center, and GPU product releases, and especially, the underlying technologies to be … Read More
Intel presented yesterday on their plans for process technology and packaging over the next several years. This was the most detailed roadmap Intel has ever laid out. In this write up I will analyze Intel’s process announcement and how they match up with their competitors.
10nm Super Fin (SF)
10nm is now in volume production in three… Read More
Previous SemiWiki articles have discussed the introduction of embedded Spin-Transfer Torque Magnetoresistive RAM IP from GLOBALFOUNDRIES, as an evolution replacement for non-volatile embedded flash memory. (link, link)
Those articles described the key features of STT-MRAM technology, but didn’t delve into a key reliability… Read More
Intel reportedly talking to Abu Dhabi to buy GloFo for $30B
Would jumpstart Intel Foundry but require investment & repair
Avoids IPO risk – Allows Abu Dhabi escape- NY benefits
Doesn’t impact near term shortage or market share
Reported by WSJ- Intel in talks to buy GloFo
The Wall Street Journal reported that Intel… Read More
The annual VLSI Symposium provides unique insights into R&D innovations in both circuits and technology. Indeed, the papers presented are divided into two main tracks – Circuits and Technology. In addition, the symposium offers workshops, forums, and short courses, providing a breadth of additional information.
At… Read More
Apple’s recent Spring Loaded Event brought us M1-based iMacs. After the MacBook Air and 13” MacBook Pro in the fall, iMacs are the third Mac to jettison Intel processors. With this transition Apple’s T2 chip enters End of Life status, so to speak. The T2 is a bit of an enigma and now it does not have much time left.
We know it performs… Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet