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ESD at TSMC: IP Providers Will Need to Use Mentor to Check

ESD at TSMC: IP Providers Will Need to Use Mentor to Check
by Paul McLellan on 01-22-2014 at 1:24 pm

I met with Tom Quan of TSMC and Michael Beuler-Garcia of Mentor last week. Weirdly, Mentor’s newish buildings are the old Avant! buildings where I worked for a few weeks after selling Compass Design Automation to them. Odd sort of déja vu. Historically, TSMC has operated with EDA companies in a fairly structured way: TSMC … Read More


TSMC Responds to Intel’s 14nm Density Claim!

TSMC Responds to Intel’s 14nm Density Claim!
by Daniel Nenni on 01-21-2014 at 9:30 pm

TSMC responded to Intel’s 14nm density advantage claim in the most recent conference call. It is something I have been following closely and have written about extensively both publicly and privately. Please remember that the fabless semiconductor ecosystem is all about crowd sourcing and it is very hard to fool a crowd of semiconductor… Read More


Intel is NOT Transparent Again!

Intel is NOT Transparent Again!
by Daniel Nenni on 01-19-2014 at 9:00 am

Recent headlines suggest that Intel was not transparent about some of the products they showed at the CES keynote. Intel confirmed on Friday that they used ARM-based chips for some of the products but would not say which ones. When your company’s tag line is “Intel Inside” and you hold up a product during your keynote wouldn’t… Read More


Intel Wafer Pricing Exposed!

Intel Wafer Pricing Exposed!
by Daniel Nenni on 12-28-2013 at 12:00 pm

One of the big questions on Intel’s foundry strategy is: Can they compete on wafer pricing? Fortunately there are now detailed reports that support what most of us fabless folks already know. The simple answer is no, Intel cannot compete with TSMC or Samsung on wafer pricing at 28nm, 20nm, and 14nm.

In fact, recent reports have shown… Read More


TSMC: 3D, 450mm, CoWoS and More

TSMC: 3D, 450mm, CoWoS and More
by Paul McLellan on 12-18-2013 at 4:29 pm

The first keynote at the Burlingame 3D conference was by Doug Yu of TSMC. Not surprisingly he was talking about 3D. In particular, TSMC has WLSI technology that they call CoWoS, which stands for chip-on-wafer-on-substrate which pretty much describes how it is built. This is the technology that Xilinx uses for its recently announced… Read More


QCOM delivers first TSMC 20nm mobile chips!

QCOM delivers first TSMC 20nm mobile chips!
by Daniel Nenni on 11-21-2013 at 3:00 pm

QCOM is now sampling the TSMC 20nm version of its market dominating Gobi LTE modem. The announcement also included a new turbo charged version of their 28nm Snapdragon 800 SoC with a Krait 450 quad core CPU and Adrino 420 GPU. Given the comparable benchmarks between the Intel 22nm SoC and the 28nm SoCs from Apple and QCOM, the new 20nm… Read More


TSMC on Semiconductor IP Quality

TSMC on Semiconductor IP Quality
by Daniel Nenni on 11-07-2013 at 9:00 am

It is important to note that the System On Chip (SoC) revolution that is currently driving mobile electronics has one very important enabling technology and that is Semiconductor Intellectual Property. Where would we be without the commercial IP market segment? Computers and phones would still be on our desks for one thing, and… Read More


TSMC Continues To Fire On All Cylinders

TSMC Continues To Fire On All Cylinders
by Ashraf Eassa on 10-17-2013 at 5:03 pm

Taiwan Semiconductor Manufacturing Corporation is the world’s leading semiconductor foundry by revenue and, by extension, profitability. While I am deeply saddened that current CEO Morris Chang will be retiring (again) shortly, I am hopeful that his successor will be able to continue the legacy of foundry industry leadership… Read More


The TSMC CEO Succession Plan!

The TSMC CEO Succession Plan!
by Daniel Nenni on 10-13-2013 at 8:00 pm

The foundry executive shuffle continues at Samsung, GlobalFoundries, and TSMC. Some expected, some not, the needs of the many outweigh the needs of the few. As I have mentioned before I have no inside knowledge as to who will be named as Dr. Morris Chang’s successor but here is my candidate for the next TSMC CEO.

First, the executive… Read More


TSMC OIP 2013 Trip Report!

TSMC OIP 2013 Trip Report!
by Daniel Nenni on 10-04-2013 at 4:00 pm

The 5[SUP]th[/SUP] annual TSMC OIP Forum was last week and thankfully there were no surprises with the exception of how many people asked me who I think will be the next TSMC CEO. Certainly I have no idea but I would be happy to use my incredible powers of deductive reasoning to determine who it will be.

The TSMC Open Innovation Platform®Read More