Five years ago TSMC started 28nm mass production and it went on to become one of the most versatile and successful process technologies in history. The first wave was triggered by an unprecedented demand for application processors from smartphone and tablet vendors. Today it’s widely assumed that 28nm demand will continue growing… Read More
Why Did Intel Pay $15B For Altera?
While I was at the imec Technology Forum someone asked me “Why did Intel pay $15B for Altera?” (the actual reported number is $16.7B).
The received wisdom is that Intel decided that it needs FPGA technology to remain competitive in the datacenter. There is a belief among some people that without FPGA acceleration available for vision… Read More
TSMC Shows 10nm Wafer!
If you really want to know why I write about TSMC it is all about ego, my massive ego, absolutely. Blogs about TSMC and the foundries have always driven the most traffic and they most likely always will. Semiconductor IP is second, Semiconductor Design is third, and I don’t think that is going to change anytime soon:
SemiWiki BI: Daniel… Read More
"Cook’s Law" supersedes "Moore’s Law"-its impact on Apple, Samsung, TSMC & Intel
Apple drives the semi industry harder than Wintel ever did: Is winning Apple’s chip business a pyrrhic victory? Is 14nm done before it starts? Too short to be profitable?
Chips marching to an Apple cadence…
In the “old days” when Wintel ruled the roost and drove the semi industry, it was driving spending… Read More
Why does Apple do business with Samsung?
The Apple and Samsung relationship is an interesting one. On one hand they have co-developed some of the most innovative products on the market today (iPod, iPhone, iPad, iWatch) yet they are fierce competitors in the mobile market. Some call this type of business relationship “frenemies” others refer to the old Italian proverb… Read More
TSMC 10nm Readiness and 3DIC
At the TSMC Technology Symposium last month Suk Lee presented a lot of information on design enablement. Suk is an interesting guy with a unique background in ASIC, Semiconductor, EDA, and now Foundry. In baseball terms that would be like playing infield, outfield, home plate, and umpire!
Around the turn of the millennium Suk actually… Read More
Motley Fooled by FinFETs!
There was an article on Motley Fool recently detailing Intel’s 14nm FinFETs and comparing them to TSMC. Unfortunately the author has zero semiconductor education or experience even though he writes with authority on all things semiconductor. He also has no shame in using outdated papers from conferences he did not even… Read More
TSMC Unleashes Aggressive 28nm Strategy!
The most interesting presentation at the jam-packed TSMC Symposium last week for me was “Advanced Technology Updates” by Dr. BJ Woo. Coincidentally, I met with BJ during my last visit to Fab 12. Much of what we discussed was about TSMC being more aggressive this year but I wasn’t able to really connect the dots until her presentation.… Read More
ANSYS Enters the League of 10nm Designs with TSMC
The way we are seeing technology progression these days is unprecedented. It’s just about six months ago, I had written about the intense collaboration between ANSYSand TSMCon the 16nm FinFET based design flow and TSMC certifying ANSYS tools for TSMC 16nm FF+ technology and also conferring ANSYS with “Partner of the Year” award.… Read More
TSMC Processes Galore
Today was TSMC’s 2015 North American Technology Symposium. They talked about a lot of things but perhaps the most important was that they gave a lot of details of new processes, new fabs, and volume ramps.… Read More