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At the heart of fabricating integrated circuits is the ability to selectively change the electrical properties of the semiconductor substrate. This key to fabrication is accomplished by doping – introducing atoms locally into the semiconductor substrate.
In the early days of the semiconductor industry doping was accomplished… Read More
Russ Fischer of Seeking Alpha fame just posted another article on Intel which, for a change, I agree wholeheartedly with except of course the part where he comments on the fabless semiconductor ecosystem, something he knows nothing about. But other than that it is definitely worth a read because as investments go Intel is certainly… Read More
I have seen a couple of posts comparing the density of the Apple A8 to the Intel Core M and concluding that the TSMC 20nm process is denser than the Intel 14nm process. In one of the threads one of the posters likened this to comparing apples to oranges, I agree except I think it is even worse than that, I think it is more like comparing apples… Read More
Last August I presented possible scenarios for the manufacturing of the Apple A9 processor. Quite a bit has changed since then so I think it is worth revisiting. There has also been quite a lot of misinformation in the press which is now pretty much a daily thing. Attending the IEDM conference last month really was a stark difference… Read More
The Internet of Things (IoT) is arguably the most hyped concept since the pre-crash dot-com euphoria. You may recall some of the phrases from back then such as “the new economy,” “new paradigm,” “get large or get lost,” “consumer-driven navigation,” “tailored web experience,” “it’s different now,” among countless other media… Read More
The big picture is that planar semiconductor transistors don’t really work below 20nm. The reason is that the gate does a poor job of controlling the channel since too much channel is too far from the gate and so there is a lot of leakage even when the transistor is nominally off. So the channel needs to be made thinner. One way … Read More
As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More
First I want recognize that IEDM once again provided all of the attendees with the proceedings as soon as we arrived at the conference, in fact the proceeding included every year of IEDM back to 1955. This is how a conference should be run! Anyone who read my blog about the SPIE Advanced Lithography Conference will know how frustrating… Read More
Barron’s again published an unsubstantiated semicondutor rumor that is making the rounds. It all started with a Christmas day blog by Robert Maire who is a long time semiconductor analyst. Please note that he is not a semiconductor professional (someone who actually works in the industry) but he certainly does know people who … Read More
Most designers are not using FinFETs yet, however the increased transistor density and power advantages they offer are compelling. Smaller feature sizes have been a consistent driver in semiconductor technology. Eventually the market will move more and more to FinFET processes, increasingly leaving behind planar transistors.… Read More
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TSMC Formally Sues Ex-SVP Over Alleged Transfer of Trade Secrets to Intel