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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
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
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 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’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
I just watched an interesting video of a demonstration at DAC of the eSilicon GDS II online quote for TSMC. Actually, it wasn’t so much as a demonstration as an interactive use of the quote tool using data supplied by a member of the audience.
The quote system works for TSMC processes from 28nm up to 350nm. The design the audience… Read More
By definition the pure-play foundry business model separates the design and manufacturing of a semiconductor device. TSMC was the first dedicated (pure-play) foundry which enabled the incredible fabless semiconductor ecosystem we have today. If not for the fabless business model we would not have the supercomputer class … Read More
What is TSMC doing at DAC?
The biggest event is presumably Cliff Hou’s DAC keynote on Monday at 3.25pm Industry Opportunities in the Sub-10nm Era. And he also wrote the foreword to Fabless, the book that Dan Nenni and I have written and where you can get a signed copy on Tuesday evening at the reception.
There is an IP workshop … Read More
It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
*Spoiler Alert: The Sky is Not Falling*
The TSMC Technology Symposium last month provided a much needed technology refresh to counter aging industry experts (they make their living selling reports) who have been somewhat negative on the future of the fabless semiconductor ecosystem. If the sky wasn’t falling who would… Read More
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[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[_previousValues:protected] => Array
(
)
[_options:protected] => Array
(
)
[_deleted:protected] =>
[_readOnly:protected] =>
[_writePending:protected] =>
[_writeRunning:protected] =>
[_errors:protected] => Array
(
)
[_whenSaveable:protected] => Array
(
)
[_cascadeSave:protected] => Array
(
)
[_behaviors:protected] =>
)
)
[populated:protected] => 1
)