Speculation is running rampant after last month’s conference call where Dr. Morris Chang, who is often referred to as “The Chairman”, commented that at 16nm TSMC will have a smaller market share than a major competitor in 2015. TSMC will however regain the FinFET lead in 2016 and 2017. Of course the blogosphere went crazy on this … Read More
The Grand Folly of India’s Foundry Plans, Part 2
Image Source: Wikipedia
Authors: Pete Gasperini & Abhijit Athavale
The first article on this topic, published here on Semiwiki on July 6[SUP]th[/SUP], addressed New Delhi’s proposal to subsidize the construction of two silicon fabs – one in 22nm, the other in 28nm – in order to stimulate India’s high tech sector and reduce… Read More
FD-SOI: 20nm Performance at 28nm Cost
There has been a lot of controversy about whether FD-SOI is or is not cheaper to manufacture than FinFET. Since right now FinFET is a 16nm process (22nm for Intel) and FD-SOI is, for now, a 28nm process it is not entirely clear how useful a comparison this is. Scotten Jones has very detailed process cost modeling software (that is what… Read More
Temperature – The Fourth Aspect to Look at in SoC Design
In my career in semiconductor industry, I can recall, in the beginning there was emphasis on design completion with automation as fast as possible. The primary considerations were area and speed of completion of a semiconductor design. Today, with unprecedented increase in multiple functions on the same chip and density of the… Read More
Clever IoT Devices are Coming!
Paul McLellan and I spent the evening with Samsung at the Bentley Reserve in San Francisco last night. One thing I discussed with them in great detail was IoT devices. Samsung is investing heavily in IoT and the supporting infrastructure. In fact, there is a rumor that Samsung is acquiring home automation company SmartThings for… Read More
Atmel Licenses Mali and Security from ARM
Atmel (and ARM) announced yesterday that Atmel has licensed a portfolio of ARM IP for devices that require video, image and display capabilities. This portfolio includes Cortex-A7 (a 32-bit core), Mali-V500 (a video accelerator), Mali-DP500 (a display processor) and TrustZone technology (security technology). These can… Read More
The Two Biggest Misses in Mobile
There are some interesting parallels between Intel and Microsoft. Both of them missed mobile. Actually they didn’t completely miss mobile, both of them had programs from early days. But clearly they both regarded mobile as a much lower priority: the PC was where all the money was and where it would continue to be forever.… Read More
The Leading Edge Foundry Landscape
There have been a lot of interesting announcements and presentations lately from the leading edge foundries. Looking at all of this information, a pretty interesting picture begins to emerge.
TSMC
TSMC is far and away the world’s largest foundry. In their 2014-Q2 conference call TSMC outlined their expectations for the balance… Read More
Intel vs AMD
While listening to the Intel and AMD conference calls last week I was reminded of the ATI acquisition by AMD and the painfully long cultural assimilation that ensued. The title of this blog could just as easily have been “Custom vs Synthesizable Design Cultures” or “The Real Reason Why AMD is Fabless” because that is closer to how … Read More
Samsung Foundry Explained!
Rather than watch the World Cup battle for third place, my beautiful wife and I spent last Saturday afternoon at the CASPA Wearables Symposium. The most interesting presentation was from Samsung because it included slides on their foundry offering. In regards to wearables, I still don’t see the ROI I need to buy one, yet. We are getting… Read More
Facing the Quantum Nature of EUV Lithography