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During TSMC 2018 Technology Symposium, Dr. B.J. Woo, TSMC VP of Business Development presented market trends in the area of mobile applications and HPC computing as well as shared TSMC progress in making breakthrough efforts in the technology offerings to serve these two market segments.
Both 5G and AI are taking the center stage… Read More
We have been tracking automotive related articles on SemiWiki since 2015 and have published more than 300 automotive blogs thus far that have garnered more than one million views. The automotive publishing pace has picked up quite a bit lately and the number of domains reading them has increased exponentially. So yes, automotive… Read More
Here are the Top 10 highlights from the recent TSMC 2018 Technology Symposium, held in Santa Clara CA. A couple of years ago, TSMC acknowledged the unique requirements of 4 different market segments, which has since guided their process development strategy — Mobile, High-Performance Computing (HPC), Automotive, and… Read More
I got a tip sheet today for the upcoming 2018 Symposia on VLSI Technology & Circuits to be held June 19th through 21st in Honolulu, Hawaii. There is some interesting information on Samsung’s 10nm, 8nm and 7nm processes in the tip sheet:… Read More
On their first quarter earnings call Intel announced that volume production of 10nm has been moved from the second half of 2018 to 2019 due to yield issues. Specifically, they are shipping 10nm in low volume now, but yield improvement has been slower than anticipated. They report that they understand the yield issues but that improvements… Read More
Intel (INTC) blew away expectations based on strong performance in the data center. Revenues of $16.1B versus street of $15.05B and EPS of $0.93 versus street of $0.72. While revenue was up 9% over prior year, earnings were 50% higher. Guidance is for Q2 revenue of $16.3B and EPS of $0.85 versus street of $15.55B and EPS of $0.81. IOT,… Read More
Samsung throws further gas on the fire of weak handset and CAPEX not set but will be down versus 2017. Samsung reported revenues of KRW 60.56 Trillion and KRW 15.64 Trillion operating profit ($56B and $15B). Chips accounted for whopping KRW 11.55 Trillion in operating profit on revenues of KRW 20.78 Trillion ( $11B and $19B)….a… Read More
There is a report in the Seoul Economic Daily that Samsung has completed development of their 7nm process using EUV and that production will begin in June. What is claimed in the report is:
I was invited to give a talk at the Business of Cleans Conference held by Linx Consulting in Boston on April 9th. I am not a cleans expert but rather was invited more to give an overview talk on process technology trends and the impact on cleans. In this write up I will discuss my presentation. I discussed each of the three main leading-edge… Read More
It has been reported over the holiday weekend that Intel is in talks with Micron over a proposed merger that would value Micron at $70 per share in a deal of a combination of stock and cash for Micron shareholders. It is said that the boards of both companies have already approved the deal.
Intel’s CEO Brian Krzanich said, “We… Read More
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Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot