You may already have heard today’s big news in the semiconductor fabless ecosystem that Intel is apparently in talks to buy Altera. I embarrassed myself predicting that Samsung were in talks to buy Freescale (which, of course, they might have been but NXP won that particular race). But this time it is definite enough that … Read More
The Apple A9 Samsung & TSMC Love Triangle
The Apple A9 drama continues to play out with no certainty!
At the end of the day does it matter?
Will the winner be the loser?
A Comedy, Tragedy or Love Story?
Depends on your view…
Act I Scene I…The stage is set….
We are watching an Italian Opera of a standard love triangle….
The object of desire is the rich … Read More
TSMC 2015 Technology Symposium
This year’s North American TSMC Technology Symposium is fast approaching. There are three, starting in Silicon Valley.
- San Jose on Tuesday April 7th at the San Jose Convention Center
- Boston on Tuesday April 14th at the Burlington Marriott
- Austin on Thursday April 16th at the downtown Hilton
The symposium will also take … Read More
TSMC ♥ UMC?
The relationship between TSMC and UMC is one of the more interesting ones in the fabless semiconductor ecosystem in my opinion. Both are headquartered in Hsinchu Taiwan and it is very hard to visit one company without seeing the other as they have facilities right across the street from each other. They also share humble beginnings… Read More
Apple Leaks Chip Sources?
Take a look at the figure below and tell me this information did not come from inside Apple. The question is: Was it voluntary or involuntary? Inquiring minds want to know! There are some minor surprises which I will get to in a minute but the actual source information is spot on to what I have heard the past few quarters. This spicy little… Read More
Three Colorful Bytes from the NXP History
The proposed merger of NXP and Freescale, which creates a bigger semiconductor outfit, also brings forth some fascinating history bytes from the technology heritage that these two spin-offs carry from their respective corporate parents. In 2006, Philips Electronics sold its chip business division Philips Semiconductors… Read More
ASML ASyMptotic progress- When will we get to EUV?
- ASML making progress – but is it fast enough?
- ASML has missed 10nm , can it catch 7nm? An economic question
- Day one at SPIE- Better tone than last year but still cautious
1000 simulated wafers versus 700 simulated
At the opening of the SPIE conference ASML announced that TSMC had reached 1000 wafers a day “exposed”… Read More
IoT Sensor Node Designs Call for Highly Integrated Flows
Applications for IoT sensors are becoming more sophisticated, especially for industrial usage. Building optimal sensors for different applications requires multi-domain design, optimization and verification flows. The sensor devices are usually MEMS, and as such have electrical properties that need to be tailored to … Read More
TSMC 20nm Essentially Worthless?
It happens at every process node, professional journalists write that something is broken and blames TSMC like a worn out record. To be fair they are not semiconductor professionals with access to the fabless semiconductor rank and file and are easily manipulated which is what happened again at 20nm. Remember when NVIDIA suggested… Read More
Do You Need a Silicon Catalyst?
Lately there has been significant concern over the rising costs of designing in silicon and the troubling decline in venture investments in semiconductors. These alarming trends include fewer IPOs, a falloff in the amount and frequency of early stage seed investments, and comparatively low industry organic growth rates. A … Read More