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TSMC Banner 2023
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The Apple A9 Samsung & TSMC Love Triangle

The Apple A9 Samsung & TSMC Love Triangle
by Robert Maire on 03-25-2015 at 10:00 am

The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…

Act I Scene I…The stage is set….

We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More


TSMC 2015 Technology Symposium

TSMC 2015 Technology Symposium
by Paul McLellan on 03-25-2015 at 7:00 am


This year’s North American TSMC Technology Symposium is fast approaching. There are three, starting in Silicon Valley.

  • San Jose on Tuesday April 7th at the San Jose Convention Center
  • Boston on Tuesday April 14th at the Burlington Marriott
  • Austin on Thursday April 16th at the downtown Hilton

The symposium will also take … Read More


TSMC ♥ UMC?

TSMC ♥ UMC?
by Daniel Nenni on 03-18-2015 at 8:00 pm

The relationship between TSMC and UMC is one of the more interesting ones in the fabless semiconductor ecosystem in my opinion. Both are headquartered in Hsinchu Taiwan and it is very hard to visit one company without seeing the other as they have facilities right across the street from each other. They also share humble beginnings… Read More


Apple Leaks Chip Sources?

Apple Leaks Chip Sources?
by Daniel Nenni on 03-15-2015 at 10:00 pm

Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More


ASML ASyMptotic progress- When will we get to EUV?

ASML ASyMptotic progress- When will we get to EUV?
by Robert Maire on 02-24-2015 at 5:30 pm

  • ASML making progress – but is it fast enough?
  • ASML has missed 10nm , can it catch 7nm? An economic question
  • Day one at SPIE- Better tone than last year but still cautious

1000 simulated wafers versus 700 simulated
At the opening of the SPIE conference ASML announced that TSMC had reached 1000 wafers a day “exposed”
Read More


TSMC 20nm Essentially Worthless?

TSMC 20nm Essentially Worthless?
by Daniel Nenni on 02-15-2015 at 7:00 am

It happens at every process node, professional journalists write that something is broken and blames TSMC like a worn out record. To be fair they are not semiconductor professionals with access to the fabless semiconductor rank and file and are easily manipulated which is what happened again at 20nm. Remember when NVIDIA suggested… Read More


Do You Need a Silicon Catalyst?

Do You Need a Silicon Catalyst?
by Daniel Nenni on 02-14-2015 at 7:00 pm

Lately there has been significant concern over the rising costs of designing in silicon and the troubling decline in venture investments in semiconductors. These alarming trends include fewer IPOs, a falloff in the amount and frequency of early stage seed investments, and comparatively low industry organic growth rates. A … Read More


TSMC’s OIP: Everything You Need for 16FF+ SoCs

TSMC’s OIP: Everything You Need for 16FF+ SoCs
by Paul McLellan on 02-13-2015 at 7:00 am

Doing a modern SoC design is all about assembling IP and adding a small amount of unique IC design for differentiation (plus, usually, lots of software). If you re designing in a mature process then there is not a lot of difficulty finding IP for almost anything. But if you are designing in a process that has not yet reached high-volume… Read More


TSMC vs Samsung!

TSMC vs Samsung!
by Daniel Nenni on 02-10-2015 at 9:30 pm

One of the trending topics in Taiwan last week is the escalating conflict between Samsung and TSMC. This time however it is of a legal nature which has been a long time coming for the semiconductor industry. Reverse engineering has been an integral part of the semiconductor business since the beginning, as has intellectual property… Read More


Has the Semiconductor Industry Gone Mad?

Has the Semiconductor Industry Gone Mad?
by Daniel Nenni on 02-07-2015 at 7:00 pm

The weather in Taiwan last week was very strange. It was so cold I tried to turn on the heat in my hotel room only to find out it was not possible. If you want more heat they bring a portable heater because who needs central heat in Hsinchu? Even stranger is all of the media hyperbole on the next process nodes:

Intel CFO: We’re so farRead More