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TSMC Banner 2023
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Intel and TSMC IDM 2024 Discussions

Intel and TSMC IDM 2024 Discussions
by admin on 03-10-2024 at 8:00 am

TSMC Intel

In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.

The scenarios… Read More


ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability

ISS 2024 – Logic 2034 – Technology, Economics, and Sustainability
by Scotten Jones on 02-19-2024 at 8:00 am

Slide4

For the 2024 SEMI International Strategy Symposium I was challenged by members of the organizing committee to look at where logic will be in ten years from a technology, economics, and sustainability perspective. The following is a discussion of my presentation.

To understand logic, I believe it is useful to understand what makes… Read More


How Disruptive will Chiplets be for Intel and TSMC?

How Disruptive will Chiplets be for Intel and TSMC?
by Daniel Nenni on 01-15-2024 at 10:00 am

UCIe Consortium

Chiplets (die stacking) is not new. The origins are deeply rooted in the semiconductor industry and represent a modular approach to designing and manufacturing integrated circuits. The concept of chiplets has been energized as a response to the recent challenges posed by the increasing complexity of semiconductor design. … Read More


2024 Big Race is TSMC N2 and Intel 18A

2024 Big Race is TSMC N2 and Intel 18A
by Daniel Nenni on 01-01-2024 at 6:00 am

Intel PowerVia backside power delivery

There is a lot being said about Intel getting the lead back from TSMC with their 18A process. Like anything else in the semiconductor industry there is much more here than meets the eye, absolutely.

From the surface, TSMC has a massive ecosystem and is in the lead as far as process technologies and foundry design starts but Intel is … Read More


IEDM: TSMC Ongoing Research on a CFET Process

IEDM: TSMC Ongoing Research on a CFET Process
by Paul McLellan on 12-18-2023 at 6:00 am

Screen Shot 2023 12 16 at 12.16.14 PM

I attended the recent International Electron Devices Meeting (IEDM) last week. Many of the sessions are too technical and too far away from high volume manufacture to make good topics for a blog post. As a Fellow from IBM said about 5nm at and earlier IEDM, “none of these ideas will impact 5nm. It takes ten years for a solution to from… Read More


Arm Total Design Hints at Accelerating Multi-Die Activity

Arm Total Design Hints at Accelerating Multi-Die Activity
by Bernard Murphy on 11-02-2023 at 6:00 am

multi die

I confess I am reading tea leaves in this blog, but why not? Arm recently announced Arm Total Design, an expansion of their Compute Subsystems (CSS) offering which made me wonder about the motivation behind this direction. They have a lot of blue-chip partners lined up for this program yet only a general pointer to multi-die systems… Read More


Analog Bits Leads the Way at TSMC OIP with High-Accuracy Sensors

Analog Bits Leads the Way at TSMC OIP with High-Accuracy Sensors
by Mike Gianfagna on 10-18-2023 at 6:00 am

Analog Bits Leads the Way at TSMC OIP with High Accuracy Sensors

The 15th TSMC Open Innovation Platform® (OIP) event was held recently. This event is a focal point across the industry for cutting-edge development and industry-level collaboration. Appropriately, advanced packaging, paving the way for multi-die design was a focal point for the event. You can get a good overview of what was Read More


The True Power of the TSMC Ecosystem!

The True Power of the TSMC Ecosystem!
by Daniel Nenni on 10-02-2023 at 6:00 am

logo chart 092623

The 15th TSMC Open Innovation Platform® (OIP) was held last week. In preparation we did a podcast with one of the original members of the TSMC OIP team Dan Kochpatcharin. Dan and I talked about the early days before OIP when we did reference flows together. Around 20 years ago I did a career pivot and focused on Strategic Foundry Relationships.… Read More


TSMC’s First US Fab

TSMC’s First US Fab
by Daniel Nenni on 09-25-2023 at 6:00 am

WaferTech TSMC

TSMC originally brought the pure-play foundry business to the United States in 1996 through a joint venture with customers Altera, Analog Devices, ISSI, and private investors (no government money). Altera is now part of Intel but ADI is still a top TSMC customer and enthusiastic supporter. I have seen the ADI CEO Vincent Roche … Read More


The TSMC OIP Backstory

The TSMC OIP Backstory
by Daniel Nenni on 09-18-2023 at 6:00 am

TSMC OIP 2023

This is the 15th anniversary of the TSMC Open Innovation Platform (OIP). The OIP Ecosystem Forum will kick off on September 27th in Santa Clara, California and continue around the world for the next two months in person and on-line in North America, Europe, China, Japan, Taiwan, and Israel. These are THE most attended semiconductor… Read More