The TSMC OIP Forum was very upbeat this year and now we know why. It wasn’t long ago that some media outlets and a competitor said 7nm would not be a popular node because it is too expensive blah blah blah. People inside the fabless semiconductor ecosystem however know otherwise. As I have said before, 7nm will be another strong node … Read More
Top 10 Highlights from the TSMC Open Innovation Platform Ecosystem Forum
Each year, TSMC hosts two major events for customers – the Technology Symposium in the spring, and the Open Innovation Platform Ecosystem Forum in the fall. The Technology Symposium provides updates from TSMC on:
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TSMC and Synopsys are in the Cloud!
EDA has been flirting with the cloud unsuccessfully for many years now and it really comes down to a familiar question: Who can afford to spend billions of dollars on data center security? Which is similar to the question that started the fabless transformation: Who can afford to spend billions of dollars on semiconductor manufacturing… Read More
Custom SoC Platform Solutions for AI Applications at the TSMC OIP
The TSMC OIP event is next week and again it is packed with a wide range of technical presentations from TSMC, top semiconductor, EDA, and IP companies, plus long time TSMC partner and ASIC provider Open-Silicon, a SiFive Company. You can see the full agenda HERE.
AI is revolutionizing and transforming virtually every industry… Read More
Crossfire Baseline Checks for Clean IP at TSMC OIP
IP must be properly qualified before attempting to use them in any IC design flow. One cannot wait to catch issues further down the chip design cycle. Waiting for issues to appear during design verification poses extremely high risks, including schedule slippage. For example, connection errors in transistor bulk terminals where… Read More
UMC and GF or Samsung and GF?
One of the interesting rumors in Taiwan last week was the possibility that UMC and GF will do a deal to merge or UMC will buy some GF fabs. I have talked to quite a few industry experts about it and will talk to more this week at the GSA US Executive Forum (more at the end). The US Executive Forum is what they call a C Level event which means it… Read More
2018 Semiconductor Winners and Losers
This is an ongoing conversation inside the semiconductor ecosystem, especially when I am traveling. Everyone wants to know what is going on here or there and since I just returned from Taiwan I will post my thoughts. Last week was also my birthday which was cut short due to the time change but I did get preferential treatment on the … Read More
TSMC GlobalFoundries and Samsung Updates from 55DAC
One of my favorite traditions at the Design Automation Conference is the Synopsys foundry events (the videos are now available). I learned a long time ago that the foundries are the foundation of the fabless semiconductor ecosystem and your relationships with the foundries can make or break you, absolutely. I also appreciate … Read More
AMAT down 10% as expected Foundry spending slow down unexpected
Applied reported a more or less in line quarter, slightly beating weaker expectations. As we had projected, the October quarter is expected to have revenues down 10% which is at the low end of our expected 10-15% drop in business. Applied services helped partially make up for some of the equipment sales weakness. Revenue came in … Read More
Keeping Pace With 5nm Heartbeat
A Phase-Locked Loop (PLL) gives design a heartbeat. Despite its minute footprint, it has many purposes such as being part of the clock generation circuits, on-chip digital temperature sensor, process control monitoring in the scribe-line or as baseline circuitry to facilitate an effective measurement of the design’s power… Read More