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The Ever-Changing ASIC Business

The Ever-Changing ASIC Business
by Daniel Nenni on 09-04-2018 at 7:00 am

The cell-based ASIC business that we know today was born in the early 1980s and was pioneered by companies like LSI Logic and VLSI Technology. Some of this history is covered in Chapter 2 of our book, “Fabless: The Transformation of the Semiconductor Industry”. The ASIC business truly changed the world. Prior to this revolution,… Read More


GLOBALFOUNDRIES Pivoting away from Bleeding Edge Technologies

GLOBALFOUNDRIES Pivoting away from Bleeding Edge Technologies
by Daniel Nenni on 08-27-2018 at 3:00 pm

It’s no secret that I have been a big fan of GLOBALFOUNDRIES since they came about in March of 2009. We even included them in our first book “Fabless: The Transformation of the Semiconductor Industry” right next to TSMC. I am also a big fan of pivoting which is the term we use here in Silicon Valley to describe some of the most innovative… Read More


GloFo dropping out of 7NM race?

GloFo dropping out of 7NM race?
by Robert Maire on 08-27-2018 at 12:00 pm

Could this be more bad news for semicap spend? Negative for US chip independence & AMD costs ? Rumors of Global Foundries dropping out of the 7NM race have been increasing rapidly. What could be a fatal blow to the GloFo 7NM program was AMD deciding to go with TSMC for 7NM first for one product and finally for its next generation CPUs.… Read More


TSMC GlobalFoundries and Samsung Updates from 55DAC

TSMC GlobalFoundries and Samsung Updates from 55DAC
by Daniel Nenni on 08-20-2018 at 7:00 am

One of my favorite traditions at the Design Automation Conference is the Synopsys foundry events (the videos are now available). I learned a long time ago that the foundries are the foundation of the fabless semiconductor ecosystem and your relationships with the foundries can make or break you, absolutely. I also appreciate … Read More


AMAT down 10% as expected Foundry spending slow down unexpected

AMAT down 10% as expected Foundry spending slow down unexpected
by Robert Maire on 08-19-2018 at 12:00 pm

Applied reported a more or less in line quarter, slightly beating weaker expectations. As we had projected, the October quarter is expected to have revenues down 10% which is at the low end of our expected 10-15% drop in business. Applied services helped partially make up for some of the equipment sales weakness. Revenue came in … Read More


Keeping Pace With 5nm Heartbeat

Keeping Pace With 5nm Heartbeat
by Alex Tan on 07-23-2018 at 12:00 pm

A Phase-Locked Loop (PLL) gives design a heartbeat. Despite its minute footprint, it has many purposes such as being part of the clock generation circuits, on-chip digital temperature sensor, process control monitoring in the scribe-line or as baseline circuitry to facilitate an effective measurement of the design’s power… Read More


FDSOI Status and Roadmap

FDSOI Status and Roadmap
by Scotten Jones on 07-23-2018 at 7:00 am

FDSOI is gaining traction in the market place. At their foundry forum in May, Samsung announced they have 17 FDSOI products in high volume manufacturing (you can read Tom Dilliger’s write up of the Samsung Foundry Forum here). At SEMICON West in July, GLOBALFOUNDRIES (GF) announced FDSOI design wins worth $2 billion dollars in … Read More


SEMICON West – Soitec is becoming a key enabler

SEMICON West – Soitec is becoming a key enabler
by Scotten Jones on 07-22-2018 at 7:00 am

A variety of growing and emerging segments of the semiconductor industry rely on Silicon-On-Insulator (SOI) wafers. Soitec is the primary source for SOI wafers particularly on 300mm. On Tuesday at SEMICON I got to sit down with Bernard Aspar, Soitec’s Executive Vice President, Communication & Power BU and Christophe… Read More


SEMICON West Intel 10nm and GF 7nm Update

SEMICON West Intel 10nm and GF 7nm Update
by Daniel Nenni on 07-18-2018 at 7:00 am

SEMICON West seemed a little slow last week but maybe it was just me. I’m sure SEMI will come out with record breaking numbers but I did not see it in the exhibit hall (see the video). What I did see was hundreds of exhibitors but I had no idea what they did. San Francisco again was very congested and smelly. I talked to a friend who is in public… Read More


Morris Chang and Me

Morris Chang and Me
by Sunit Rikhi on 07-04-2018 at 12:00 pm

Legend has it that in 1984, Morris Chang was approached by a friend who was looking for money to buy equipment for manufacturing his electronic chip designs. Morris told him to do more homework. When his friend did not return, Morris reached out to him. His friend, it turned out, did not need the money after all. He had found another … Read More