In Part 1, we reviewed four of the highlights of the recent TSMC Technology Symposium in San Jose. This article details the “Final Four” key takeaways from the TSMC presentations, and includes a few comments about the advanced technology research that TSMC is conducting.… Read More
Key Takeaways from the TSMC Technology Symposium Part 1
TSMC recently held their annual Technology Symposium in San Jose, a full-day event with a detailed review of their semiconductor process and packaging technology roadmap, and (risk and high-volume manufacturing) production schedules.… Read More
TSMC and ARM Serving up 7nm!
One thing I learned while writing the books about TSMC and ARM is that collaboration has always been at the core of both companies. They started with collaboration on day one and it is now a natural part of their business models. And the word collaboration in the fabless semiconductor ecosystem gets redefined at every process node,… Read More
TSMC 2016 Technology Symposium and Apple SoCs!
It is that time again, time for the originators of the pure-play foundry business to update their top customers and partners on the latest process technology developments and schedules. More specifically, all of the TSMC FinFET processes (16nm, 10nm, 7nm, and beyond), TSMC IP portfolio (CMOS image sensor, Embedded Flash, Power… Read More
TSMC and Intel on the Long Road to EUV
Today is the first day of the SPIE Advanced Lithography Conference and Extreme Ultraviolet (EUV) updates were a big focus.… Read More
FinFET For Next-Gen Mobile and High-Performance Computing!
Evolving opportunities call for new and improved solutions to handle data, bandwidth and power. Moving forward, what will be the high-growth applications that drive product and technology innovation? The CAGRs for smartphone and data center continue to be very strong and healthy. … Read More
Double Digit Growth and 10nm for TSMC in 2016!
Exciting times in Taiwan last week… I met with people from the Taiwanese version of Wall Street. They mostly cover the local semiconductor scene but since that includes TSMC and Mediatek they are interested in the global semiconductor market as well. They also have an insider’s view of the China semiconductor industry which is … Read More
When Talking About IoT, Don’t Forget Memory
Memory is a big enough topic that it has its own conference, Memcon, which recently took place in October. While I was there covering the event for SemiWiki.com I went to the TSMC talk on memory technologies for the IoT market. Tom Quan, Director of the Open Innovation Platform (OIP) at TSMC was giving the talk. IoT definitely has special… Read More
Are FinFETs too Expensive for Mainstream Chips?
One of the most common things I hear now is that the majority of the fabless semiconductor business will stay at 28nm due to the high cost of FinFETs. I wholeheartedly disagree, mainly because I have been hearing that for many years and it has yet to be proven true. The same was said about 40nm since 28nm HKMG was more expensive, which … Read More
Who Will Get the Next Bite of Apple Chip Business?
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report: … Read More