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What if China doesn’t want TSMC’s factories but wants to take them out?

What if China doesn’t want TSMC’s factories but wants to take them out?
by Claus Aasholm on 07-02-2024 at 10:00 am

Foundry Numbers 2024

Insights into the Semiconductor Industry and the Semiconductor Supply Chain

I am not an expert in geopolitical issues, but lately, my research has begun to worry me. As I was preparing to be interviewed for Chinese media, I was in my “Chinese Zone”, adapting to what is palatable to a Chinese audience. Maybe my mode provoked the thought:… Read More


The Case for U.S. CHIPS Act 2

The Case for U.S. CHIPS Act 2
by Admin on 06-03-2024 at 8:00 am

America CHIPs ACT

Despite murky goals and moving targets, the recent CHIPS Act sets the stage for long term government incentives.

Authored by Jo Levy and Kaden Chaung

On April 25, 2024, the U.S. Department of Commerce announced the fourth, and most likely final, grant under the current U.S. CHIPS Act for leading-edge semiconductor manufacturing.… Read More


ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


How Intel, Samsung and TSMC are Changing the World

How Intel, Samsung and TSMC are Changing the World
by Mike Gianfagna on 08-21-2023 at 10:00 am

How Intel, Samsung and TSMC are Changing the World

Given the changes in the music business, the term “Rock Star” doesn’t really have any relevance to music or its performers anymore.  Instead, we use the term to describe leaders, innovators and generally people or organizations of great significance. In the world of semiconductors, the designers of advanced chips were the rock… Read More


Samsung Foundry on Track for 2nm Production in 2025

Samsung Foundry on Track for 2nm Production in 2025
by Daniel Nenni on 06-27-2023 at 3:00 pm

Samsung Foundry Forum 2023

On the heels of the TSMC Symposium and the Intel Foundry update, Samsung held their Foundry Forum today live in Silicon Valley. As usual it was a well attended event with hundreds of people and dozens of ecosystem partners. The theme was the AI Era which is appropriate. As I have mentioned before, AI will touch most every chip and there… Read More


Synopsys Expands Agreement with Samsung Foundry to Increase IP Footprint

Synopsys Expands Agreement with Samsung Foundry to Increase IP Footprint
by Kalar Rajendiran on 06-20-2023 at 6:00 am

Synopsys Samsung silicon wafer

Many credible market analysis firms are predicting the semiconductor market to reach the trillion dollar mark over the next six years or so. Just compare this to the more than six decades it took for the market to cross the $500 billion mark. The projected growth rate is incredible indeed and is driven by fast growing market segments… Read More


Keynote Sneak Peek: Ansys CEO Ajei Gopal at Samsung SAFE Forum 2023

Keynote Sneak Peek: Ansys CEO Ajei Gopal at Samsung SAFE Forum 2023
by Daniel Nenni on 06-19-2023 at 10:00 am

Image

As one of the world’s leading chip foundries, Samsung occupies a vital position in the semiconductor value chain. The annual Samsung Advanced Foundry Ecosystem (SAFE™) Forum is a must-go event for semiconductor and electronic design automation (EDA) professionals. Ajei Gopal, President and CEO of Ansys, has the honor of delivering… Read More


Samsung Ugly as Expected Profits off 69% Winning a Game of CAPEX Chicken

Samsung Ugly as Expected Profits off 69% Winning a Game of CAPEX Chicken
by Robert Maire on 01-09-2023 at 6:00 am

Samsung 2022

-Samsung off the same chip cliff as Micron- “No skid marks”
-Samsung may be winning at a game of “Capex Chicken”
-No expectation of recovery any time soon – Consumers weak
-2023 a write off- Recovery will be delayed if spending isn’t

Samsungs worst quarter in 8 years no surprise

Samsung pre… Read More


Samsung Versus TSMC Update 2022

Samsung Versus TSMC Update 2022
by Daniel Nenni on 12-02-2022 at 6:00 am

TSMC Versus Samsung

After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.

TSMC and Samsung both acknowledged that there… Read More


A Memorable Samsung Event

A Memorable Samsung Event
by Daniel Nenni on 10-07-2022 at 6:00 am

Samsung DRAM Roadmap 2022

Samsung hosted its first-ever Samsung Tech Week Oct 3-5 with some insightful keynotes and great food. The week led off with Samsung Foundry Forum and a keynote from Foundry president, Si-Young Choi. Attendees at Samsung Foundry’s SAFE Forum were welcomed by Ryan Lee, head of the business’ Design Enablement team. John In-Young… Read More