TSMC today extended one of the most effective semiconductor design enablement initiatives the semiconductor world has ever seen, the Open Innovation Platform (OIP). Morris Chang coined the term “OIP” himself in 2008, but the effort itself is 10+ years old with a collective cost > .5B$. My other blogs on topic include: TSMC … Read More
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TSMC versus GlobalFoundries: Semiconductor Design Enablement!
As mentioned in previous blogs, design enablement is a key enabler to fabless semiconductor design and manufacture, without question. The purpose of this blog (in 500 words) is to compare and contrast two very different design enablement strategies and engage the semiconductor community in a meaningful discussion.
The GlobalFoundry… Read More
TSMC OIP vs CDNS OIP Analysis
Launched in April 2008, the TSMC OIP initiative is a collaborative strategy aimed at breaking down the barriers of semiconductor design enablement in order to reduce waste and increase the profitability of the industry as a whole.
The TSMC Open Innovation Platform promotes timeliness-driven innovation amongst the semiconductor… Read More
450mm Semiconductor Manufacturing Debate
This blog posting is sponsored by EVA airlines, as I’m in the EVA executive lounge eating free food (I blog for food). “Fly EVA, the lesser of evils for Taiwan air travel!” EVA Air has a perfect safety record in 9 years of operation, China Air on the other hand has the worst safety record in the industry!
This blog was inspired by one of … Read More
2010 Semiconductor Foundry Update: Consolidation!
It has been an interesting month in the semiconductor business. Record revenues, profits, aggressive expansion plans, something we have not seen before and may not see again. Let’s start in Taiwan then move to Silicon Valley, Upstate New York, China, and Korea, with a look at: financials, capacity, and consolidation.
TSMC and… Read More
TSMC Earthquake Damage Redo
As you may know I enjoy poking fun at the current state of semiconductor design and manufacture media; sloppy reporting, editors with little or no actual semiconductor experience taking corporate marketing spins on news/events and passing it along as fact.
Last week it was the EETimes parroting the Samsung foundry business press… Read More
Redefining the Semiconductor Foundry Model: Abu Dhabi versus Taiwan
It was a pleasure to see the GlobalFoundries (GFI) corporate pitch at the Mentor Graphics U2U Conference last week. Wally Rhines is a tough act to follow but Mojy Chian, Senior Vice President of Design Enablement at GlobalFoundries, presented a compelling argument for a refined foundry business model. The GFI people were also … Read More
Redefining the Foundry Model: TSMC versus GlobalFoundries
The 17[SUP]th[/SUP] annual TSMC Technical Symposium finished its North American tour in Boston, a day before the Boston Marathon. I would like to be clever and say the foundry business is also a marathon but it clearly is not. If you watch TSMC, the foundry business is both a sprint AND a marathon!
TSMC 2011 Forecast and 28nm Update!
My visit to Taiwan last week was very encouraging. No earthquake, no typhoon, and both TSMC and UMC again posted record financial results, giving a peek into what 2011 has in store for us semiconductor professionals around the world.
A transcript from the TSMC earnings call can be foundhere, the UMC transcript is here. The TSMC transcript… Read More
TSMC versus SAMSUNG
According to the EETimes – “The leading-edge foundry market is up for grabs, as several vendors have stumbled or been victims of the shakeout “. According to people who actually work with the foundries, like myself, the leading edge foundry market will continue to be dominated by TSMC and GlobalFoundries is the “dark horse”. Samsung… Read More