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Russian Silicon Valley

Russian Silicon Valley
by Daniel Nenni on 11-14-2010 at 6:22 pm

In case you missed it, last June Dmitry Medvedev (the 3[SUP]rd[/SUP] President of Russia) visited Northern California to better understand and hopefully replicate the success of Silicon Valley in Russia. Last month Governor Schwarzenegger returned the favor by visiting Moscow with a delegate of Silicon Valley business leaders… Read More


Mobile 2Drive Semi 4Ever!

Mobile 2Drive Semi 4Ever!
by Daniel Nenni on 10-30-2010 at 12:07 am

In case you didn’t notice, TSMC’s communications revenue jumped 22% last quarter for a total revenue share of 42%, and that is just the tip of the iceberg for mobile internet. According to the global marketing research company Nielsen, double digit mobile internet adoption rates are the new normal and will continue to be so in the… Read More


Steve Jobs’ 5 Minute Anti Open Systems Rant!

Steve Jobs’ 5 Minute Anti Open Systems Rant!
by Daniel Nenni on 10-24-2010 at 12:58 pm

First of all it was not a rant, it was a clearly scripted rebuttal to the competitive pressures Apple is feeling from Android (here). As I blogged before, Apple is the Open Standards Antichrist and is trying to monopolize the trillion dollar mobile internet ecosystem with a CLOSED platform. According to Steve Jobs, “Open systems… Read More


Semiconductor Manufacturing International Corporation 2010

Semiconductor Manufacturing International Corporation 2010
by Daniel Nenni on 10-13-2010 at 11:01 pm

In celebrating the 10th anniversary of SMIC, CEO David Wang ushers in a new era of China semiconductor manufacturing with triumphs versus promises. By triumphs David means profits, which SMIC saw for the first time in Q2 2010. The future looks even brighter for SMIC as the China semiconductor demand versus supply gap is an estimated… Read More


2010 Semiconductor Recovery

2010 Semiconductor Recovery
by Daniel Nenni on 12-31-2009 at 8:00 pm


Any questions? Christmas was good for electronics and the start of a prosperous semiconductor New Year. Semiconductor inventories are low and demand is increasing around the world. Remember, there are 1,338,612,968 people in China that will need mobile internet devices and the stimulus money is gushing over there. There are… Read More


TSMC Yields @ 28nm!

TSMC Yields @ 28nm!
by Daniel Nenni on 12-31-2009 at 8:00 pm


It was an interesting week in Taiwan for sure. Typhoon Fanapi, lightning storms, the first 28nm production silicon, foundry re-orgs, and most importantly Moon Cake pastries! Wednesday was the Chinese Moon (Zhongqiu)Festival, in Taiwan it is a National holiday commonly celebrated by people barbecuing various meats outdoors.… Read More


UMC vs GLOBALFOUNDRIES

UMC vs GLOBALFOUNDRIES
by Daniel Nenni on 11-11-2009 at 11:31 pm

TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?

UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered’s… Read More


TSMC UMC Lead Semiconductor Recovery – Record Year in 2010

TSMC UMC Lead Semiconductor Recovery – Record Year in 2010
by Daniel Nenni on 11-09-2009 at 11:37 pm

TSMC posted its best net profit in a year for Q309, saying demand for chips across all applications improved. Third-quarter sales fell a modest 3.3% year over year to $2.76 billion, but increased 21% from the previous quarter. Earnings per American Depositary Share (ADS) were flat when compared to 2008, but 25% above the second … Read More