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Semiconductor Ecosystem Keynotes: ARM 2012

Semiconductor Ecosystem Keynotes: ARM 2012
by Daniel Nenni on 05-17-2012 at 5:00 pm

Yesterday’s SEMICO IP Ecosystem Conference was well worth the time. Everybody was there: ARM, Synopsys, Cadence, Mentor Graphics, GlobalFoundries, TSMC, MIPS, Tensilica, AMD, Atrenta, Sonics, and Tabula, everybody except Intel of course. What do Intel and I have in common? We don’t play well with others…

First up was… Read More


TSMC Tops Intel, Samsung in Capacity!

TSMC Tops Intel, Samsung in Capacity!
by Daniel Nenni on 05-13-2012 at 7:00 pm

While I was marlin fishing in Hawaii last week I missed some interesting comments from TSMC executives at the Technology Symposium in Taiwan, a much different show than the one here in San Jose I’m told. It is good to see TSMC setting the record straight and taking a little credit for what they have accomplished! I’m sorry I missed it… Read More


Intel Foundry All Hat No Cattle?

Intel Foundry All Hat No Cattle?
by Daniel Nenni on 05-12-2012 at 12:19 am

If you look real close at the #49 DAC floor plan you will see the tiny Intel booth dwarfed by those of TSMC, GlobalFoundries, Samsung, and ARM. The number one semiconductor company in the world does not have the budget for the cornerstone conference of the semiconductor ecosystem? Oh my…… Intel has a big foundry hat and no cattle… Read More


TSMC 20nm Challenges!

TSMC 20nm Challenges!
by Daniel Nenni on 05-06-2012 at 7:00 pm

Now that the 28nm challenges are dead
It is time to look ahead
The tabloid pundits may not agree
But Moore’s law again you will see
The semiconductor ecosystem is humming
(2X gate density -20%+ performance-20%+ power savings)
The 20nm design starts are coming!

Okay, I’m really bad at poetry. Gambling however, I do pretty well. Las… Read More


IC design at 20nm with TSMC and Synopsys

IC design at 20nm with TSMC and Synopsys
by Daniel Payne on 05-02-2012 at 10:25 am

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While the debate rages on about 28nm yield at foundry juggernaut TSMC, on Monday I attended a webinar on 20nm IC design hosted by TSMC and Synopsys. Double Patterning Technology (DPT) becomes a requirement for several layers of your 20nm IC design which then impact many of your EDA tools and methodology.… Read More


Intel says fabless model collapsing… really?

Intel says fabless model collapsing… really?
by Daniel Nenni on 04-28-2012 at 7:00 pm

There is an interesting discussion in the SemiWiki forum in response to the EETimes article: Intel exec says fabless model ‘collapsing’. Definitely an interesting debate, one worth our time since the advertising click hungry industry pundits will certainly jump all over it. Clearly I’m biased since I helped build… Read More


TSMC 28nm Beats Q1 2012 Expectations!

TSMC 28nm Beats Q1 2012 Expectations!
by Daniel Nenni on 04-26-2012 at 9:00 am

TSMC just finished theQ1 conference call. I will let the experts haggle over the wording of the financial analysis, but the big news is that TSMC 28nm Q1 revenue was 5%, beating my guess of 4%. So all of you who bet against TSMC 28nm it’s time to pay up! Coincidentally, I’m in Las Vegas where the term deadbeat is taken literally!

Per my … Read More


Broadcom announces an HFC

Broadcom announces an HFC
by Paul McLellan on 04-24-2012 at 8:00 pm

For a long time Cisco had a very high end product whose official internal name during its years of development was HFR, which stood for Huge F***ing Router (the marketing department insisted it stood for ‘fast’). Eventually it got given a product number, CRS-1, but not before I’d read an article about it in the… Read More


TSMC versus Intel at 20nm!

TSMC versus Intel at 20nm!
by Daniel Nenni on 04-24-2012 at 7:00 pm

The biggest news out of the TSMC Symposium last week was the 20nm update. Lots of debate and speculation, just why is TSMC releasing one version of 20nm (20nm SoC) versus multiple versions like in 40nm (LP, G, LPG) and 28nm (HP, HPM, HPL, LP)? Here are my thoughts, I would also be interested in your feedback in the comment section. This… Read More


Qualcomm Meets Jerry Sanders at 28nm

Qualcomm Meets Jerry Sanders at 28nm
by Ed McKernan on 04-19-2012 at 8:26 pm

First the good news: 4G LTE design in activity is off the charts as OEMs building smartphones, tablets and Ultrabooks are buying into the capability for product rollouts that will occur starting in September. Now the bad news: there’s not enough to go around until probably well into 2013. For a Company sitting on over $26B in cash,… Read More