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Getting an MPW Quote on My iPhone

Getting an MPW Quote on My iPhone
by Paul McLellan on 02-25-2014 at 12:00 pm

As I blogged about recently, eSilicon have completely automated the quote process for their MPW shuttle service. You can use an online interface that runs in the browser but there is also an app that you can download from the App Store.

So I decided I had a few million dollars to burn and I’d get myself my very own TSMC 20nm parts.… Read More


SEMICON China Shanghai 上海

SEMICON China Shanghai 上海
by Paul McLellan on 02-23-2014 at 10:30 am

SEMICON is not just the event in San Francisco every July, there are other SEMICONs around the world. Coming up next, Shanghai China. In fact there are four colocated events:

  • SEMICON China 2014, March 18th-20th
  • The 8th PV fab managers’ forum, March 17th-18th (all things PhotoVoltaic)
  • FPD China 2014, March 18th-20th (all
Read More

2014 Semiconductor Growth Could be 2X 2013 Rate

2014 Semiconductor Growth Could be 2X 2013 Rate
by Bill Jewell on 02-21-2014 at 10:00 am

The fourth quarter 2013 semiconductor market declined 0.8% from the third quarter, according to World Semiconductor Trade Statistics (WSTS). Full year 2013 growth was 4.8%. Our most recent 2013 forecast at Semiconductor Intelligence was 6% in November 2013, based on expectations of positive growth in 4Q 2013. Who had the most… Read More


Quoting Automatically the eSilicon Way

Quoting Automatically the eSilicon Way
by Paul McLellan on 02-13-2014 at 2:31 pm

Every ASIC company has a major challenge: they have to work out what it is going to cost to build the customer’s product and commit to deliver it at that price. Too high and you lose the business. Too low and you will wish you’d lost the business. Historically this has been done largely manually. This is an expensive process.… Read More


Dan Niles: Strong Developed Markets, Weak Emerging

Dan Niles: Strong Developed Markets, Weak Emerging
by Paul McLellan on 01-22-2014 at 2:15 pm

Yesterday was Dan Niles’s economic review that he presents quarterly for GSA. As always he starts from big macroeconomic picture and ends up looking at the implications for semiconductor end-markets and thus the implication for semiconductors in general and the fabless ecosystem in particular.

The big picture is that… Read More


Happy Birthday GSA

Happy Birthday GSA
by Paul McLellan on 01-21-2014 at 2:57 pm

This year marks the 20th anniversary of GSA and collaboration around the foundry and fabless ecosystem. Originally GSA was FSA, the fabless semiconductor association. There was a semiconductor associations 20 years ago, the SIA, but that was still the “real men have fabs” era and fabless semiconductor companies… Read More


Handel Jones Predicts Process Roadmap Slips

Handel Jones Predicts Process Roadmap Slips
by Paul McLellan on 01-15-2014 at 11:51 pm

At the SEMI ISS conference earlier this week, the last speaker in the technology challenges section was Handel Jones of IBS. I’ve known Handel since the mid-1980s when he came to VLSI Technology and told us we were losing money on 90% of the designs we were doing but our cost model was not good enough and so we didn’t even… Read More


International CES Wrapup

International CES Wrapup
by Bill Jewell on 01-15-2014 at 4:00 pm

Semiconductor Intelligence attended the International CES last week in Las Vegas, Nevada. A wide variety of consumer electronics devices were displayed at the conference. These ranged from:

· Fascinating – but is it practical? (personal robots, drones)
· Exciting – but when will it be cheap enough for the mass market? (UHD TV,
Read More


The State of 450mm Wafers. And Intel Gossip

The State of 450mm Wafers. And Intel Gossip
by Paul McLellan on 01-14-2014 at 11:55 pm

Paul Farrar, the General Manager of the Global 450mm Consortium (G450C) presented at the SEMI ISS conference today. What is G450C, it is a public-private consortium to develop a cost-effective 450mm wafer fabrication infrastructure, develop equipment prototypes and coordinate the industry move to 450mm. It is located in Albany… Read More


Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC

Technology Challenges: Intel, IBM, Xilinx, GlobalFoundries, IMEC
by Paul McLellan on 01-14-2014 at 7:00 pm

I spent the day at the SEMI Industry Strategy Symposium in Half Moon Bay. The early part of the day was devoted to technology challenges. Obviously everyone did not say exactly the same things, and had a little bit of a different spin depending on what business they are in. But there was a lot of commonality between Intel, IBM, Xilinx… Read More