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Search results

  1. B

    Why Fabs are Being Built in the US and China

    The semiconductor industry is a model of globalization, with a few countries playing key roles. Japan is a source of advanced materials and automation necessary for fabs to operate, and is perhaps the most important part of this structure. The modern fab depends on robots and materials and...
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    Anti-Corruption investigations at China Big Fund Article quote: "In my opinion, China needs to realize the semiconductor industry is a global industry – no single country can be self-sufficient and such goals lead to spreading oneself...
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    Samsung stops procurement This news drove the semiconductor sector down today. It was kind of a down day already though.
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    [NYT]The Huge Endeavor to Produce a Tiny Microchip

    If you missed this a few weeks ago, this is worth a look for the animated GIFs of AMHS loading and unloading from Factory Interface: No revelations, but pictures inside the fab you rarely see. No paywall.
  5. B

    Neon crisis worsens, Cryoin and Ingas stop production

    The alamist mainstream take: There have been shortages before: Iceblick, Cryoin and Ingas are 70% of the (high purity) neon supply...
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    Third Point Daniel Loeb full letter to Intel Chair Dr. Omar Israk

    Dear Dr. Ishrak: As you know, Third Point LLC recently took a significant stake in Intel Corp (the “Company”). Despite its theoretical competitive advantage as the world’s leading semiconductor business, Intel’s shares have dramatically underperformed those of its peers on a one, three, and...
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    Apple A10X: The dogma-destroyer

    This post will explore whether Apple A10X performs better than a recent Intel Core-U processor. "It [iPad Pro] offers far more power than most PC laptops" A10X is a processor with 3 high performance Hurricane cores and 3 efficiency Zephyr cores. The clock speed of A10X is reported...
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    Why Apple is not the dominant smartphone maker

    This post will explore why the best mobile processor maker (Apple) does not have the largest market share. As the forum knows, SOCs can integrate many functions essential to success in the marketplace. The crucial triad is processor, graphics, and modem. There are many ARM processor licensees...
  9. B

    Qualcomm commits to TSMC 7nm

    Qualcomm’s Snapdragon 855 Will Be Manufactured Using TSMC’s 7nm Node; Chip Giant Will Return To Samsung In 2019 My thoughts: - TSMC, GF in the lead on 7/10nm (5x nm CPP), Samsung and Intel a step (or two) behind - Can Samsung Foundry survive the loss of Qualcomm?
  10. B

    Semi-Chips Mind-Boggling Reverse-Course On 14nm and Beyond

    Moore's Law isn't just dead; the industry has reversed course and is now focused on volume products in 28nm and above. Samsung continues to produce it's leading edge 3D NAND flash at 40nm. TSMC continues to innovate new 28nm processes, staying ahead of the price decline curve on that node...
  11. B

    Intel's Mind-boggling Refusal of ARM Tech

    Summary: -Intel and AMD are now the only chip companies making x86 chips, in a mature slow growth or declining market -ARM, in contrast, has 249 Cortex-A licensees, in a maturing but still growing market -AMD has started making ARM-based chips, Opteron A1100 series, with 8xA57 cores @ 1.7-2.0...
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    Why you can't scale down into mobile (Intel)

    Brianhayes: We should probably start a new thread based on your question. "Why you can't scale down into mobile". It's a Clayton Christensen scenario--time and again, a new market is created from a lower performance, lower cost product that you would think an incumbent could recognize as a...
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    Intel's Mind-boggling Process Advantage Explained

    Specification summary: -Apple A9X vs. Intel Core m3-6y30 processors are roughly comparable -MHZ: 2260 (Apple), 900-2200 (Intel) -Die Sq mm: 99 (Intel), 147 (Apple) -Graphics cores: 24 (Intel), 12 (Apple) -Graphics performance (PCMark Icestorm Unlimited): 33574 (Apple), 40995 (Intel) -Cost...
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    Apple's New Fab

    Apple bought a fab from MXIM and is moving in equipment.
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    Latest 22/20/14nm Performance Benchmarks

    PCMark for Android (December 2015) BAPCo Tabletmark (latest) Update: Results iOS 9.2 tablet (most likely an iPad Pro) outperforms x7-8700 but not m3 (Intel Core based on Skylake) tablets. Apple A9x has thus ascended into elite-tablet/desktop processor performance range, according to...
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    Did cost/transistor decrease at 14/16nm?`

    Intel says the cost/transistor decreased at 14nm: Cost per transistor slide Samsung says their cost/transistor increased at 14nm: Link The article also states costs will rise (vs. 28nm) going forward. Developing 28nm SOI is their response. I couldn't find anything solid about TSMC at 16nm...
  17. B

    ARM Cortex A57 is a Dud

    Fudzilla article -Bad timing (unlike A15 which arrived just as 28nm became affordable) -Bad design (8 power hogging cores in all) -Requires FinFETs; doesn't work well on planar nodes (>=20nm) -14/16nm node is too expensive for midrange A57-based phones; 28nm (and 22nm?) is going to be used...
  18. B

    Recent Benchmark results

    Best Smartphones and Tablets April - 2015 Tegra K1-64 continues to hold the top spot in mobile device (smartphones and tablets) PCMark for Android; but close behind are two Atom Z3580 devices (Zenphone 2 outperforms Nokia N1; perhaps due to having 4GB of DRAM). Given the high expectations the...
  19. B

    Samsung Fab Equipment Overlap for 28nm and 14nm?

    One more thought, perhaps the insomnia talking, but consider this: -Fab8 cost: ~$8B -Fab14P7 cost: ~$5B -Austin Fab2 cost: 0; reusing fully depreciated 28nm equipment. If Samsung is really ramping 14nm in Austin, using 28nm equipment, it will have a TREMENDOUS cost advantage over GF and...
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    Intel has bled $7 billion while heavily subsidizing cheap x86 Atom Android tablets

    Assuming this is the end for Intel in the low end (mobile/tablet), it shows all the characteristics of the Innovator's Dilemma: Disruptive innovators gain a foothold and then move upmarket, while the incumbent retreats to where they can still obtain the margins they require. Leads to a...