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I have attended last week to the LETI Days in Grenoble, lasting two days to mark the 50[SUP]th[/SUP] anniversary of the CEA subsidiary. Attending to the LETI Days is always a rich experience: LETI is a research center counting about 3000 research engineers, but LETI is also a start-up nursery. The presentations are ranging from … Read More
Scott Jones and I had the opportunity to talk again with Gary Patton, GlobalFoundries CTO and SVP of R&D for a quick update on 7nm and EUV. Gary has been at GF for two years now with more than 500 other technologists from the IBM semiconductor acquisition. 7nm is the first IBM based process from GF (14nm was licensed from Samsung),… Read More
When GlobalFoundries first briefed me on 22FDX during a trip to Dresden in 2015, China was one of the first things that came to mind. The China semiconductor market was still on 28nm and FinFETs seemed far away for the majority of the Chinese fabless companies. A low cost, low power, low complexity 22nm process with a path to 12nm (12FDX)… Read More
Last week Intel held a manufacturing day where they revealed a lot of information about their 10nm process for the first time and information on competitor processes continues to slowly come out as well. I thought it would be useful to summarize what we know now, especially since some of what Intel announced was different than what… Read More
For an industry that drives improvement at an exponential rate it is funny how often something old is new again. Intel went into high volume production on 22nm in 2011, and TSMC and Samsung have both had 20nm technologies in production for several years. And yet, recently we have seen renewed interest in 22nm. GLOBALFOUNDRIES has… Read More
Yesterday I attended Intel’s manufacturing day. This was the first manufacturing day Intel has held in three years and according to Intel their most in depth ever.
Nodes must die
I have written several articles comparing process technologies across the leading-edge logic producers – GLOBALFOUNDRIES, Intel, Samsung… Read More
The annual SPIE Advanced Lithography Conference kicked off last night with vendor sponsored networking events and such. SPIE is the international society for optics and photonics but this year SPIE Advanced Lithography is all about the highly anticipated EUV technology. Scotten Jones and I are at SPIE so expect more detailed… Read More
China buys more than half of the semiconductors manufactured in the world and yet only produces less the 10% of their own demand. Recently there have been a lot of announcements out of China about large scale investments in semiconductor manufacturing. The Chinese government for example has announced plans to invest $161 billion… Read More
The pure-play foundry business just got stronger and so did semiconductor manufacturing in the United States. As we all know, the fabless semiconductor industry started by utilizing extra capacity from traditional semiconductor manufacturers (IDMs). However, putting your designs in the hands of a competitor is not a good … Read More
Two weeks ago the SEMI ISS Conference was held at Half Moon Bay in California. On the opening day of the conference Gary Patton CTO of GLOBALFOUNDRIES gave the keynote address and I also had the chance to sit down with Gary for an interview the next day.
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet