Semiconductor Forecast 2010-2011 Update!

Semiconductor Forecast 2010-2011 Update!
by Daniel Nenni on 10-03-2010 at 10:35 pm

It’s that time of the quarter again, where the semiconductor analysts revise forecasts, passing off glorified guesstimates as valid financial planning data. They aren’t forecasts! They are observations! I blame these hacks for the 12.5% Silicon Valley unemployment rate! I blame these hacks for the dwindling available capitol… Read More


TSMC GigaFab Tour!

TSMC GigaFab Tour!
by Daniel Nenni on 10-01-2010 at 9:44 am

During my most recent Taiwan trip I was not only afforded a meeting with Dr Mark Liu, Sr VP of TSMC, a guided tour of GigaFab #12 was also included. Even more impressive, I’m now considered “Elite” by Eva Airlines so I automatically get the good seats, better food, and VIP service. My wife, however, is not impressed with my Elite status… Read More


Semiconductor Realization!

Semiconductor Realization!
by Daniel Nenni on 09-20-2010 at 1:15 pm

Insanity is doing the same thing over and over again and expecting different results (Albert Einstein). Given that statement, according to John Bruggeman (Cadence CMO and EDA360 Chief Anarchist) the semiconductor industry is INSANE!

This year the EDA Tech Forum and the Global Semiconductor Alliance Expo were not only on the … Read More


GlobalFoundries Exposed, Part II!

GlobalFoundries Exposed, Part II!
by Daniel Nenni on 09-12-2010 at 10:02 pm

EDA CEO panels are usually rather dull but this one definitely held my interest. It was standing room only and I was surrounded by familiar faces from not only EDA and IP company executives, but also representatives from the top semiconductor companies around the world! The theme of course was collaboration, promoting the GFI “IDM-Lik… Read More


GlobalFoundries Exposed!

GlobalFoundries Exposed!
by Daniel Nenni on 09-06-2010 at 9:45 pm


The GlobalFoundries Technical Conference last week was one of the best I’ve seen. The theme of the conference was “GlobalFoundries is bringing the collaborative IDM semiconductor design and manufacturing culture to the merchant foundry business!”

“We ramped volume production at the 45/40nm node well ahead of all foundriesRead More


Cloud Computing = Darknet! BEWARE!

Cloud Computing = Darknet! BEWARE!
by Daniel Nenni on 07-25-2010 at 5:47 pm

Cloud computing will be the tragic end to the digital world as we once knew it. As we become more and more dependent on mobile internet devices we become less and less independent in life itself. Consider how much of your critical personal and professional information (digital capital) is stored via the internet and none of it is safe.… Read More


Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)

Taiwan Semiconductor Manufacturing Corporation (NYSE: TSM)
by Daniel Nenni on 07-11-2010 at 10:09 pm


After working with TSMC the past 10+ years the single most compelling question I have is why the stock (NYSE: TSM) is not at record highs. TSMC invented and continues to dominate the foundry business which is clearly the future of modern semiconductor design and manufacture. So why is this not a $20+ stock?!?!?

TSMC reports 36%+ net… Read More


The New Semiconductor Economy

The New Semiconductor Economy
by Daniel Nenni on 07-04-2010 at 1:29 pm

Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

In the United States: unemployment claims are up, home sales are down without… Read More


Atrenta Semiconductor Design in 3D!

Atrenta Semiconductor Design in 3D!
by Daniel Nenni on 06-27-2010 at 7:04 pm

My vote for most compelling technology at #47DAC is 3D technology. No, I don’t mean Hollywood-style 3D, I’m talking about vertical stacked-die system on chip design. This design approach basically means putting different parts of the system on different silicon substrates, so you can use the right technology for each part, and… Read More