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When TSMC advocates FD-SOI…

When TSMC advocates FD-SOI…
by Eric Esteve on 08-14-2014 at 1:00 pm

I found a patent recently (May,14 2013) granted to TSMC “Planar Compatible FDSOI Design Architecture”, the following sentences, directly extracted from this patent, advertise FDSOI design better than a commercial promotion! “Devices formed on SOI substrates offer many advantages over their bulk counterparts, includingRead More


Intel Versus TSMC 14nm Processes

Intel Versus TSMC 14nm Processes
by Scotten Jones on 08-13-2014 at 5:00 pm

Intel has begun to release some details on their 14nm process. I thought it would be interesting to contrast what Intel has disclosed to TSMC’s 16nm process disclosure from last year’s IEDM (TSMC calls their 14nm process 16nm).

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Should we pay the price of Innovation?

Should we pay the price of Innovation?
by Eric Esteve on 08-08-2014 at 8:00 pm

I agree that this question sounds stupid: nobody is forcing me to buy an innovative product, or even a gadget, if I don’t want to pay a high price, I just don’t buy the product. But it seems that some people don’t really think that way. The story is related to Qualcomm sales in China, and recently announced partnership with SMIC…

The PartnershipRead More


Who will Manufacture Apple’s Next SoC?

Who will Manufacture Apple’s Next SoC?
by Daniel Nenni on 08-07-2014 at 8:00 pm

Just to review: The brain inside the current Apple iPhone 5s is the A7 SoC manufactured by Samsung using a 28nm process. The A6 (iPhone 5) and A5 (iPhone 4s) are based on Samsung 32nm. The rest of the Apple SoCs also used Samsung processes. I think we can all now agree that the coming Apple A8 SoC (iPhone 6) will use the TSMC 20nm process.… Read More


Will Intel Have a Bigger FinFET Market Share Than TSMC in 2015?

Will Intel Have a Bigger FinFET Market Share Than TSMC in 2015?
by Daniel Nenni on 08-05-2014 at 10:00 pm

Speculation is running rampant after last month’s conference call where Dr. Morris Chang, who is often referred to as “The Chairman”, commented that at 16nm TSMC will have a smaller market share than a major competitor in 2015. TSMC will however regain the FinFET lead in 2016 and 2017. Of course the blogosphere went crazy on this … Read More


The Leading Edge Foundry Landscape

The Leading Edge Foundry Landscape
by Scotten Jones on 07-22-2014 at 7:00 pm

There have been a lot of interesting announcements and presentations lately from the leading edge foundries. Looking at all of this information, a pretty interesting picture begins to emerge.

TSMC
TSMC is far and away the world’s largest foundry. In their 2014-Q2 conference call TSMC outlined their expectations for the balance… Read More


The iPhone6 will have TSMC 20nm, Absolutely!

The iPhone6 will have TSMC 20nm, Absolutely!
by Daniel Nenni on 07-13-2014 at 11:00 am

TSMC 20nm is one of the most talked about nodes on SemiWiki with lots of speculation and debate surrounding it. It’s interesting to look back at what we thought would happen to see if it actually did happen so let’s do that now. According to Google there are 411 articles referencing 20nm on SemiWiki, let’s visit a couple of the… Read More


The Great 28nm Debacle!

The Great 28nm Debacle!
by Daniel Nenni on 07-06-2014 at 9:00 am

40nm was a big node while I was Director of Foundries at the IP company Virage Logic which was later acquired by Synopsys. 40nm was big because the top fabless companies multi-sourced designs from one foundry to another with relative ease to get the best wafer prices. It was also the node where some of the big IDMs went fab-lite moving… Read More


Cliff Hou’s DAC Keynote

Cliff Hou’s DAC Keynote
by Paul McLellan on 06-23-2014 at 10:21 am

Cliff Hou had two major appearances at DAC this year. He gave the opening day keynote…and he wrote the forward to Dan and my bookFabless: the Transformation of the Semiconductor Industry which about 1500 lucky people got a copy of courtesy of several companies, most notably eSilicon who sponsored the Tuesday evening post-conference… Read More


TSMC (TSM) is Having Another SoC Year!

TSMC (TSM) is Having Another SoC Year!
by Daniel Nenni on 06-18-2014 at 9:00 am

TSMC’s stock has more than doubled in the last five years. Coincidentally that is when I started blogging about TSMC. QCOM stock has experienced a similar doubling during this time as have other TSMC customers. The question is: What is next for TSMC? As I have mentioned before, you would be better off taking stock tips from your dog… Read More