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Search results

  1. P

    Tata to enter chipmaking in India: Conglomerate to invest $90bn over 5 years

    I think we are not getting the entire story there. They can definitely get more profitable businesses under PLIs (Govt imposes tarrif on a protected item, and subsidises manufacturing past a certain size goal) A lot of high margin chips are there which will not require latest nodes. RF parts...
  2. P

    Semis in War

    Depending on how you see it, Texas Instruments Javelin is also a "kamikaze drone," except it's eighties technology... For the time, it was genuinely a sci-fi level of technology.
  3. P

    Tata to enter chipmaking in India: Conglomerate to invest $90bn over 5 years

    $90B is a sure overkill for an OSAT. Osats are very far from being cash cow businesses
  4. P

    What does the semiconductor shortage mean for Europe?

    I think a more important take from this is that semiconductor industry is that ship which has sailed. It's not near impossible to run a semiconductor company as an SME, let alone trying to enter it now as SME. 130nm/180nm tapeouts on 200mm were the only option which worked for very low volume...
  5. P

    What does the semiconductor shortage mean for Europe?

    There is no shortage on 300mm legacy nodes (40nm-90nm), but 200mm shortage is monstrous (lead times in years), and no new 200mm equipment is coming — that is as certain as laws of nature. The most probable scenario for 200mm shortage is for old product lines to just slowly die out, and for...
  6. P

    Global Foundry Sales Set to Drop in 2023 in Blow to Taiwan, South Korea

    DRAM drop is massive as reported from mainland China. 40% sales drop on year-on-year basis, but last year was anomalous as well as unusually many companies been working through lunar new year holidays
  7. P

    The viability of CFET alternatives?

    Even as an SRAM die only process, it will be awesome, and grant an incredible economic advantage. Imagine the prospect of 1-2GB L3 on budget SoCs, and CPUs. I think you would be able to even forego putting in DRAM for embedded products in this case.
  8. P

    TSMC Announces Updates for TSMC Arizona

    9 out of 10 fabs are built by either Exyte or Fluor. And they are bringing all those expensive specialist workers with them most of the time. I doubt construction cost fluctuation is just due to contractors being n-times more expensive.
  9. P

    Maskless lithography

    Custom ASICs in production numbers without cost, and lead times of mask shops will allow non-million dollar companies to access IC manufacturing for the first time. Things currently served by many passive components, individual FETs, and 74XXX to do thing like sequencing power-on, reset, or...
  10. P

    T J Rodgers Second Act, Age and Accomplishment

    Anybody hitting 80 years with sane brains would not think that leading a country at such age is a sane idea.
  11. P

    Maskless lithography

    Nevertheless, it's impressive what they managed to achieve with 450nm light source 2 decades ago. https://sci-hub.se/10.1117/12.468623 The techniques used to get acceptable image out of artefact producing DLP matrix could be used on a micro-led matrix as well.
  12. P

    Maskless lithography

    I looked up Mycronic, and they only had DLP systems, but no mention of micro-led
  13. P

    Maskless lithography

    I-line microled matrixes are there, surprisingly efficient, and they indeed been used a lot already for non-litho tasks. Check out these fellows: jb-display.com . If micro-led matrixes would be able to do maskless 180nm, it would already be a world-changing thing, and if they manage to make a...
  14. P

    China Hits Pause on Giant Chip Spending Aimed at Rivaling US

    Far more technology transfer to China was done by Taiwan, Korea, Japan and, disproportionately, Singapore than USA, or any European country. And they benefited from economic exploitation in China enormously in comparison to US, or Europeans. However, it was USA who greenlighted relations with...
  15. P

    China Tries to Push Back on US Chip Sanctions With WTO Case

    They are about to found out just how teethless of an organisation WTO is.
  16. P

    How much cross-over in-between MEMS, and general semiconductor industry there is?

    I began reading on MEMS industry, and how one enters it. It seem there are close to no "feeder industries" into it, and most opportunities on working on new MEMS developments come from university->industry transition. MEMS made crazy advances over the last decade, and I still can't fathom how...
  17. P

    The viability of fast following

    On 40+ you have not just 2 alternative fabs, but at least 4 fabs sharing processes close enough for push-button migration in between them all. That's the critical difference. A lot of cheapest MCUs, and ASICs makers feel very comfortable on legacy nodes thanks to prices on older 300mm nodes...
  18. P

    The viability of CFET alternatives?

    That's what's called sequential 3D. A new EPI or oxide layer is desposited, and then they make a N or P MOS part of a CMOS on top of it. VTFET allows to etch single vertical channel which will then be used by multiple devices built directly on top of each other. An entire 6T SRAM cell can...
  19. P

    China Hits Pause on Giant Chip Spending Aimed at Rivaling US

    And back then, getting into semi was infinitely more easy. Even a country like Pakistan had a fab back then. Samsung Semi only got anywhere in early 200X. Daewoo semi is nowhere, Lucky Gold Star reverted to analog, Hyundai also wrapped its semi attempts.
  20. P

    The viability of fast following

    I think the lack of design portability after 40nm destroyed every chance for a next fast follower. TSMC itself played a fast follower extremely well, and managed to stay in the game until the bifurcation point to proprietary processes. For the same reason, there is no opportunity left for any...
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