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Is TSMC the real target, not just collateral damage?
Is equipment embargo threat to bring TSMC to heel?
Is an embargo a “Trifecta” of US strategic goals?
Maybe TSMC is a real target of chip equipment embargo not just potential collateral damage
It occurs to us when we talk about TSMC being caught in the middle between … Read More
Economic damage-
China relationship damage will far outlast direct Covid19 logistics impact-
Economic damage could be huge but trade damage could be larger with more specific impact on chips-
A long build up to a China trade nuclear winter, the “drum-beat of war”
When we started talking about a potential chip trade… Read More
TSMC as Pure Play Wafer Foundry
TSMC started its wafer foundry business more than 30 years ago. Visionary management and creative engineering teams developed leading-edge process technologies and their reputation as trusted source for high-volume production. TSMC also recognized very early the importance of building an … Read More
In a previous article [1], the Rayleigh criterion was mentioned as the resolution limit for the distance between two features. On the other hand, in a following article [2], the minimum pitch was mentioned for the resolution limit for arrayed features. In this article, we reconcile the two by considering gaps between arrayed features,… Read More
I’ve spent many years in the ASIC business, and I’ve seen my share of complex chip tapeouts. All of these projects share one important challenge – compute requirements explode when you get close to the finish line. Certain tools need to run on the full-chip layout for final verification and the run times for those tools can get excessively… Read More
Years before ISO 26262 (the auto safety standard) existed, a few electronics engineers had to worry about radiation hardening, but not for cars. Their concerns were the same we have today – radiation-induced single event effects (SEE) and single event upsets (SEU). SEEs are root-cause effects – some form of radiation, might be… Read More
Recently Seeking Alpha published an article “Taiwan Semiconductor Manufacturing Company Losing Its Process Leadership To Intel” and Dan Nenni (SemiWiki founder) asked me to take a look at the article and do my own analysis. This is a subject I have followed and published on for many years.
Before I dig into specific process density… Read More
Anyone who has started a company knows that landing the seed round of investment is just the beginning. There are many decisions to face. When to start building a sales team? What parts of the company’s infrastructure to outsource? How to price and promote your product? These are just a few of the questions to be answered. If your… Read More
During the COVID-19 pandemic I’m using Zoom and attending more webinars to keep updated on semiconductor industry trends, and one huge trend is the importance of AI applied to SoCs. Using more cores to handle ML and DL makes sense, but then how do you keep the chips within their power and reliability limits while at the same … Read More
The nexus of complexity in SoC design these days has to be in automotive ADAS devices. Arteris IP highlighted this in the Linley Processor Conference recently where they talked about an ADAS chip that Toshiba had built. This has multiple vision and AI accelerators, both DSP and DNN-based. It is clearly aiming for ISO 26262 ASIL D … Read More
Quantum Computing Technologies and Challenges