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Recent content by jpkleinhans

  1. jpkleinhans

    Not Enough Demand in Europe for a Dedicated Foundry?

    @Paul2 , "This is already happening with Chinese automotive use chips under the guise of new car safety regulations." -- any sources / links for that? Sounds interesting.
  2. jpkleinhans

    Not Enough Demand in Europe for a Dedicated Foundry?

    Thanks for sharing my analysis here, @Daniel Nenni -- great to see that I'm not the only one who's skeptical about the EU's plans. Also, thanks for the idea to look at EDA revenue regions, probably a decent proxy for chip design efforts per region. :) Cheers. JP
  3. jpkleinhans

    Global Wafer Capacity 2021-2025

    Just wondering: Europe's share in <20nm - ≥10nm is solely Intel in Ireland & Israel? Because GloFo Dresden is only 22nm FDSOI -- or am I missing fabs?
  4. jpkleinhans

    TSMC has the largest market share in the global semiconductor manufacturing industry

    Let's do some quick math re TSMC #1, UMC #2, SMIC #3: TSMC total revenue in 2020: $45.51bn https://investor.tsmc.com/english/quarterly-results/2020/q4 TSMC foundry sales % for mature nodes (+40nm): ~28% TSMC revenue for mature nodes: 45.51 * 0.28 = $12.74bn - - - - - - UMC total revenue in...
  5. jpkleinhans

    Global Wafer Capacity 2021-2025

    Good point. I'm probably missing something and/or my math is completely wrong but the numbers don't add up at all: For <10nm: TW: 0,21 * 4,5M = 0,945M wafers SK: 0,13 * 4,1M = 0,533M wafer - - - - - - - - - - TOTAL <10nm: 1,478M wafers vs 7,696M wafers (0,37 * 20,8M) Could someone point out...
  6. jpkleinhans

    Chip Shortage in Autos. Spreading to Everything?

    Some people argue that the automotive chip shortage was become so worse not just because of poor planning by the car makers but also due to US export restrictions in Q4 2020 against SMIC. Apparently SMIC's mature process nodes were (also) heavily used for automotive chips. After the export...
  7. jpkleinhans

    Does any know what substrates Kress might refer to? And which are the manufacturers of those substrates?

    I would guess he refers to ABF (ajinomoto build-up film) substrates? https://www.tomshardware.com/news/amd-chip-shortage-packaging-issues Suppliers of those would be Unimicron Technology, Kinsus Interconnect Technology, Nan Ya PCB -- probably more. Apparently not the first time there's a...
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