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Can TSMC Maintain Their Process Technology Lead

Can TSMC Maintain Their Process Technology Lead
by Scotten Jones on 04-29-2020 at 10:00 am

TSMC Process Lead Slides 20200427 Page 1

Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.

Before I dig into specific process density… Read More


Tracing Technology’s Evolution with Patents

Tracing Technology’s Evolution with Patents
by Arabinda Das on 04-23-2020 at 10:00 am

Figure 1

We live in an age of abundant information. There is a tremendous exchange of ideas crisscrossing the world enabling new innovative type of products to pop up daily. Therefore, in this era there is a greater need to understand competitive intelligence. Corporate companies today are interested in what other competitors are brewing… Read More


ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays

ASML A Scenario More Lumpy While Demand and Tech Remain Solid Despite Covid Delays
by Robert Maire on 04-22-2020 at 2:00 pm

ASML SemiWiki 2020

Covid issues create “lumpy” quarters due to delays
Orders & demand remain solid and strong
2020 Year financials intact so far but ignore Qtrs
Taking prudent actions- no buybacks or guidance

As expected, Covid impacts both shipments & supply chain, ignore the near term lumpiness…
ASML reported revenues… Read More


TSMC COVID-19 and Double Digit Growth in 2020

TSMC COVID-19 and Double Digit Growth in 2020
by Daniel Nenni on 04-17-2020 at 10:00 am

Mark Liu CC Wei TSMC


TSMC has had an incredible run since its founding in 1987 which spans most of my 36 year semiconductor career. Even in these troubled times TSMC is a shining bellwether with double digit growth expectations while the semiconductor industry will be flat or slightly down. Let’s take a close look at the TSMC Q1 2020 conference call and… Read More


A cautionary tale for the digital economy

A cautionary tale for the digital economy
by Terry Daly on 04-08-2020 at 10:00 am

TSMC Wafer

COVID-19 underscores the importance of US-based production for strategic industries

The COVID-19 pandemic has drawn intense focus on the need to repatriate pharmaceutical manufacturing back to the United States.  The increased awareness that a strategic adversary manufactures or controls up to 80% of the active pharmaceutical… Read More


Webinar on eNVM Choices at 28nm and below by Globalfoundries

Webinar on eNVM Choices at 28nm and below by Globalfoundries
by Tom Simon on 03-31-2020 at 10:00 am

eFLASH Replacement MRAM

Embedded non-volatile memory (eNVM) plays an essential role in most systems and SoCs. eFLASH has found its way into a wide range of devices, including automotive, industrial, IoT and those in a mixture of other markets. NAND Flash has proven to be a workhorse in all of these areas. For instance, MCUs use them for code and data storage… Read More


TSMC 32Mb Embedded STT-MRAM at ISSCC2020

TSMC 32Mb Embedded STT-MRAM at ISSCC2020
by Don Draper on 03-20-2020 at 6:00 am

Fig. 1. Cross section of the STT MRAM bit cell in BEOL metallization layers between M1 and M5.

32Mb Embedded STT-MRAM in ULL 22nm CMOS Achieves 10ns Read Speed, 1M Cycle Write Endurance, 10 Years Retention at 150C and High Immunity to Magnetic Field Interference presented at ISSCC2020

1.  Motivation for STT-MRAM in Ultra-Low-Leakage 22nm Process

TSMC’s embedded Spin-Torque Transfer Magnetic Random Access Memory (STT-MRAM)… Read More


TSMC’s 5nm 0.021um2 SRAM Cell Using EUV and High Mobility Channel with Write Assist at ISSCC2020

TSMC’s 5nm 0.021um2 SRAM Cell Using EUV and High Mobility Channel with Write Assist at ISSCC2020
by Don Draper on 03-06-2020 at 6:00 am

Fig. 1 Semiconductor Technology Application Evolution

Technological leadership has long been key to TSMC’s success and they are following up their leadership development of 5nm with the world’s smallest SRAM cell at 0.021um 2 with circuit design details of their write assist techniques necessary to achieve the full potential of this revolutionary technology. In addition to their… Read More


GLOBALFOUNDRIES Sets a New Bar for Advanced Non-Volatile Memory Technology

GLOBALFOUNDRIES Sets a New Bar for Advanced Non-Volatile Memory Technology
by Mike Gianfagna on 03-02-2020 at 6:00 am

eNVM applications


Whether it’s the solid-state disk in your laptop, IoT/automotive hardware or  edge-based AI, embedded non-volatile memory (eNVM) is a critical building block for these and many other applications. The workhorse technology for this capability has typically been NOR flash (eFlash), but a problem looms as eFlash presents challenges… Read More


System Level Flows for SoC Architecture Analysis and Design – DVCON 2020

System Level Flows for SoC Architecture Analysis and Design – DVCON 2020
by Daniel Nenni on 02-21-2020 at 6:00 am

CST Header FF SL

As a professional conference attendee I look for the most meaningful way to spend my time and workshops is one of the best. Especially when a customer is involved and there is no bigger EDA customer than Intel, absolutely.

System Level Flows for SoC Architecture Analysis and Design

Speakers:
Swaminathan Ramachandran – … Read More