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    Wafer Capacity by Feature Size Shows Rapid Growth at <10nm

    In term of $revenues per technology TSMC has published thie pic showing that 7nm generates in Q3 2019 27%!! To be compared with installed WW capacity of 5% on 7nm... TSMC is really at the leading edge!!
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    CMOS Image Sensors Stay on Stairway to Record Revenues

    Very interesting market! CMOS Image Sensor (CIS) is growing continuously, and expected to grow again, thanks to the automotive segment. I was chairman of an invited paper session in 2018, and we had 3 excellent presentation (thanks to Jean-Luc Jaffard, Barmak Mansoorian and Korina Fotopoulou)...
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    GLOBALFOUNDRIES Files Patent Infringement Lawsuits

    At first, I was surprised to see GF sueing TSMC (developing more advanced technology). Then, I remind that GF includes the former IBM semiconductor. That I have learnt during my life as an engineer is that IBM has discovered, and patented, so many technologies... I don't know if this makes sense...
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    Is EETimes Dead? Again?

    " In 1999, the Leeds family sold CMP to United Business Media for $900 million " Congrats to the Leeds, as already in 1999 it was possible to foresee the internet explosion! Congrats too to D&R, as the company has started before 1999 to run a paper-free, pure internet business!!
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    Lattice's New Focus / Drop in Server Shipments / DinoPlusAI / Mythic's New Funding

    I fully agree that a drop in server unit shipments is counterintuitive. The question is about the new comers (Amazon, Google, Microsoft and the like) who now design their data center (and servers) and use it. Are these being counted by IDC? If not, it could explain the drop in servers shipments...
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    U.S. Companies Dominate Worldwide IC Marketshare

    Dan, you are right, the SemiWiki traffic is a good indication about where chip design is made, and this is better than just HQ! But chip design doesn't mean chip sales (IDM or Fabless)... India is a good example: #2 with 12%. But how much in term of chip sales?
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    ARM Suspends Business With Huawei Just As EE Removes Huawei Phones From 5G launch

    Just FYI, ARM can stop to supply IP to Huawei officialy, the (dead) JV that ARM has created with a Chinese consortium before to exit (or been kicked off?) will do. ARM CPU IP are available to Chinese customers through this JV...
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    The IP paradox: such a low payback for such useful piece of design

    The IP market is a niche market, with revenue of about 1% of the overall semiconductor business, but it is highly strategic for the chip makers. IP helps the chip maker to drastically improve their TTM, when buying a commodity function they can concentrate on the part of the design which...