We were all pleasantly surprised when TSMC increased 2021 Capex to a record $28 billion. To me this validated the talk inside the ecosystem that Intel would be coming to TSMC at 3nm. We were again surprised when TSMC announced a $100B investment over the next three years which belittled Intel’s announcement that they would spend … Read More
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– Intel announced 2 new fabs & New Foundry Services
– Not only do they want to catch TSMC they want to beat them
– It’s a very, very tall order for a company that hasn’t executed
– It will require more than a makeover to get to IDM 2.0
Intel not only wants to catch TSMC but beat them at their own … Read More
The term von Neumann bottleneck is used to denote the issue with the efficiency of the architecture that separates computational resources from data memory. The transfer of data from memory to the CPU contributes substantially to the latency, and dissipates a significant percentage of the overall energy associated with … Read More
Research pursuing in-memory computing architectures is extremely active. At the recent International Solid State Circuits conference (ISSCC 2021), multiple technical sessions were dedicated to novel memory array technologies to support the computational demand of machine learning algorithms.
The inefficiencies associated… Read More
“What are the tradeoffs when designing a register file?” Engineering graduates pursuing a career in microelectronics might expect to be asked this question during a job interview. (I was.)
On the surface, one might reply, “Well, a register file is just like any other memory array – address inputs, data inputs and outputs, read/write… Read More
There are reports in the media that TSMC is now planning six Fabs in Arizona (the image above is Fab 18 in Taiwan). The original post I saw referred to a Megafab and claimed six fabs with 100,000 wafers per month of capacity (wpm) for $35 billion dollars. The report further claimed it would be larger than TSMC fabs in Taiwan.
This report… Read More
Resistive RAM (ReRAM) technology has emerged as an attractive alternative to embedded flash memory storage at advanced nodes. Indeed, multiple foundries are offering ReRAM IP arrays at 40nm nodes, and below.
ReRAM has very attractive characteristics, with one significant limitation:
- long retention time
Now that semiconductor conferences are virtual there are better speakers since they can prerecord and we have the extra time to do a better job of coverage. Even when conferences go live again I think they will also be virtual (hybrid) so our in depth coverage will continue.
ISSCC is one of the conferences we covered live since it’s… Read More
It is quite amazing that silicon-based devices have been the foundation of our industry for over 60 years, as it was clear that the initial germanium-based devices would be difficult to integrate at a larger scale. (GaAs devices have also developed a unique microelectronics market segment.) More recently, it is also rather … Read More
SemiAnalysis and SkyJuice have teamed up in order to analyze the A14 die shot from ICmasters. Our previous analysis of the A14, delved into why Apple and TSMC have deviated from previous generations when comparing theoretical logic transistor density to a real world utilized transistor density.… Read More