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We know by now that clock speeds aren’t everything when it comes to measuring the goodness of a processor. Performance has direct ties to pipeline and interconnect details, power factors into considerations of usability, and the unspoken terms of yield drive cost.
My curiosity kicked in when I looked at the recent press release… Read More
The big news in Taiwan last week was another increase in TSMC capital expenditures to $9B in 2013. That number could grow however. Last year TSMC CAPEX was set at $6B and ended up at $8.3B due to rapid 28nm capacity expansion and an accelerated 20nm program. 2013 will be all about FinFETs and manufacturing Apple SoCs so $9B may not cover… Read More
The internet is a funny place where rumors are true and truths are rumors. The latest one has Apple using Intel as a foundry. This is fuel for the rivalry between SemiWiki blogger Ed McKernan and me. Ed says Apple will use Intel, I say Apple will use TSMC, we have a very expensive dinner riding on this one.
TSMC falls on possible competition… Read More
Tim Cook’s strategy to disengage from Samsung as a supplier of LCDs, memory and processors while simultaneously creating a worldwide supply chain from the remnants of former leaders like Sharp, Elpida, Toshiba and soon Intel is remarkable in its scope and breadth. By 2014, Apple should have in place a supply chain for 500M iOS devices… Read More
Ever since the failed Intel PR stunt where Mark Bohr suggested that the fabless semiconductor ecosystem was collapsing I have been researching and writing about it. The results will be a book co-authored by Paul McLellan. You may have noticed the “Brief History of” blogs on SemiWiki which basically outline the book. If not, start… Read More
The weather in Taiwan last week was very nice, not too hot but certainly not cold. The same could be said for the TSM stock which broke $16 after the October financial report where TSMC reported a sales increase of 15% over September. Revenues for this year thus far increased 19% over last year so why isn’t TSM stock at $20 like I predicted… Read More
More than one year old now, TSMC’s soft IP quality assessment program is a joint effort between TSMC and Atrenta to deploy a series of SpyGlass checks that create detailed reports of the completeness and robustness of soft IP. This soft IP quality program has been the first to be initiated by a Silicon foundry on other than “Hard IP”,… Read More
The common theme amongst semiconductor ecosystem conferences this year is FinFETS, probably the most exciting technology we will see this decade. A lot has been written on SemiWiki about FinFETS, it is one of the top trending search terms, but there is some confusion about the process naming so let me attempt to explain.
In planar… Read More
Our EDA industry loves three letter acronyms so credit the same industry for creating a five letter acronym CoWoS. Two weeks ago TSMC announced tape-out of their first CoWoS test chip integrating with JEDEC Wide I/O mobile DRAM interface, making me interested enough to read more about it. At the recent TSMC Open Innovation Platform… Read More
On Halloween, Atrenta and TSMC announced the availability of SpyGlass IP Kit 2.0. IP Kit is a fundamental element of TSMC’s soft IP9000 Quality Assessment program that assesses the robustness and completeness of soft (synthesizable) IP.
IP Kit 2.0 will be fully supported on TSMC-Online and available to all TSMC’s soft IP alliance… Read More