TSMC continues to drive the economic recovery with impressive Q1 numbers and an even more impressive Q2 and Q3 outlook. TSMC is my economic bellwether due to its diverse customer base and shear volume of consumer electronics silicon. The big surprise in the 1 hour Q1 conference call is a new Giga Fab (#15) ground breaking this year… Read More
Process Design Kits: PDKs, iPDKs, openPDKs
One of the first things that needs to be created when bringing up a new process is the Process Design Kit, or PDK. Years ago, back when I was running the custom IC business line at Cadence, we had a dominant position with the Virtuoso layout editor and so creating a PDK really meant creating a Virtuoso PDK, and it was a fairly straightforward… Read More
Moore’s Law and Semiconductor Design and Manufacturing
The semiconductor design and manufacturing challenges at 40nm and 28nm are a direct result ofMoore’s Law, the climbing transistor count and shrinking geometries. It’s a process AND design issue and the interaction is at the transistor level. Transistors may be shrinking, but atoms aren’t. So now it actually matters when even… Read More
TSMC 2011 Technology Symposium Theme Explained
The 17[SUP]th[/SUP] Annual TSMC Technology Symposium will be held in San Jose California on April 5[SUP]th[/SUP], 2011. Dr. Morris Chang will again be the keynote speaker. The theme this year is “Trusted Technology and Capacity Provider”and I think it’s important to not only hear what people are saying but also understand why… Read More
Semiconductor Power Crisis and TSMC!
Power grids all over the world are already overloaded even without the slew of new electronic gadgets and cars coming out this year. At ISSCC, Dr. Jack Sun, TSMC Vice President of R&D and Chief Technology Officer made the comparison of a human brain to the closest thing available in silicon, a graphical processing unit (GPU).… Read More
Custom and AMS Design
For IC designers creating full-custom or AMS designs there are plenty of challenges to getting designs done right on the first spin of silicon. Let me give you a sneak peek into what’s being discussed at the EDA Tech Forum in Santa Clara, CA on March 10th that will be of special interest to you:
3D TSV (Through Silicon Vias) are… Read More
TSMC Raises The Semiconductor Bar With 450mm!
During the most recent conference call (transcript), TSMC not only beat revised estimates and announced record spending levels for 2011, Morris Chang also officially announced that a 450mm fab (Fab 12 Phase VI) is currently in the planning stages with target production @ 20nm in 2015. This is HUGE!
According to Morris Chang:
“For… Read More
TSMC Versus The FabClub!
The Common Platform Technology Forum last week was not well attended, less than half than the GlobalFoundries Conference. It was deja vu of previous CP forums but there were a couple of surprises to go with the disappointment. The lunch line was long, but fortunately I was escorted to the press lunch featuring VIP’s from Samsung,… Read More
The Future of Semiconductor Design!
Is EDA still an appropriate term for what we do? What applications will drive future semiconductor design innovation? Will further consolidation be required for EDA to thrive again? They are all good questions, questions that will hopefully be properly addressed at the EDAC CEO Forecast and Industry Vision event next week but… Read More
TSMC vs GlobalFoundries IBM Samsung
GlobalFoundries has brought the Common Platform Alliance back from the dead!?!?!?! Good thing too as it is probably their most comprehensive weapon against TSMC and answers the single biggest question customers have at 28nm and that is; Will there be enough CAPACITY?
The Common Platform technology alliance hosted its first-ever… Read More