Samsung Foundry recently held their 4th annual technology forum in Santa Clara. This article reviews the highlights of the presentations. There were two prevalent themes throughout – focused execution on the current process roadmap, and the introduction of the 3nm process node features and schedule.
Before getting into … Read More
There were quite a few announcements at the Samsung Foundry Forum but my favorite was the IP partnership between Samsung and Silvaco. IP is a critical part of the fabless ecosystem and one of the advantages an IDM foundry has over a pure-play is the vast amounts of internal IP that have been silicon proven over the years. With Samsung… Read More
Samsung and TSMC have both made recent disclosures about their 5nm process and I though it would be a good time to look at what we know about them and compare the two processes.
A lot of what has been announced about 5nm is in comparison to 7nm so we will first review 7nm.
Figure 1 compares Samsung’s 7LPP process to TSMC’s 7FF and 7FFP… Read More
TSMC and Samsung continue to raise the competitive bar for FinFET foundry market share with dueling announcements this week. As I mentioned previously in the blog Semiconductor Foundry Landscape Update 2019, FinFETs are the market to watch with the coming onslaught of 5G and AI chips on the edge, in the cloud, and in our autonomous… Read More
The semiconductor foundry landscape changed in 2018 when GLOBALFOUNDRIES and Intel paused their leading edge foundry efforts. Intel quietly told partners they would no longer pursue the foundry business and GF publicly shut down their 7nm process development and pivoted towards existing process nodes while trimming headcount… Read More
From our book “Mobile Unleashed”, this is a detailed history of Samsung semiconductor:
Conglomerates are the antithesis of focus, and Samsung is the quintessential chaebol. From humble beginnings in 1938 as a food exporter, Samsung endured the turmoil and aftermath of two major wars while diversifying and expanding.… Read More
The semiconductor foundry business has gone through a dynamic transformation over the last 30 years. In the beginning the foundries were several process nodes behind the IDMs with little hope of catching up. Today the foundries are leading the process development race at 10nm – 7nm, and will continue to do so, absolutely.… Read More
IEDM is a premier semiconductor conference so it was certainly appropriate for Samsung to do the keynote since they are the largest and one of the most innovative semiconductor companies in the world, absolutely.
Samsung is also one of the more interesting semiconductor companies since they do it all: chip design, semiconductor… Read More
Earlier this Spring, Samsung Foundry held a technology forum, describing their process roadmap and supporting ecosystem developments (link). Recently, the larger Samsung Semiconductor organization conducted a Tech Day at their campus in San Jose, presenting (and demo-ing) a broader set of products. The focus of the day was… Read More
One of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event which means it… Read More