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TSMC versus SMIC

TSMC versus SMIC
by Daniel Nenni on 09-29-2009 at 12:24 am

This blog is about the legal battle between TSMC and SMIC which is currently playing in the California court system. Taiwan Semiconductor Manufacturing Corporation (TSMC) and Semiconductor Manufacturing International Corporation (SMIC) do what their names suggest – the manufacturing of semiconductors for an international… Read More


TSMC Versus Global Foundries

TSMC Versus Global Foundries
by Daniel Nenni on 09-13-2009 at 11:46 am

The big news last week was Global Foundries’ (GFI) agreement to acquire Chartered Semiconductor (CHRT) for $3.9B, but what does it really mean to the semiconductor world in total?

CurrentlyTSMC has 11 fabs producing wafers, 8 in Taiwan, 1 in Shanghai, 1 in Singapore, and 1 in Washington State. After the acquisition, Global Foundries… Read More


Semiconductor Wafer Allocation and Design Migration

Semiconductor Wafer Allocation and Design Migration
by Daniel Nenni on 08-12-2009 at 8:00 pm

In the name of blogging and increased transparency lets talk about wafer allocation, because it’s coming, believe it. There is already a significant delta between wafer demand and manufacture due to record low inventory levels and the exploding semiconductor demand in China. Both TSMC and UMC posted good July sales numbers: … Read More


Semiconductor IP Companies Still in Play

Semiconductor IP Companies Still in Play
by Daniel Nenni on 07-03-2009 at 12:05 am

A recent EETimes article about memory IP vendors reminded me to follow up on my blogs about IP companies, which I believe are the best investments in semiconductor design today. It is a fluff piece, Mark LaPedus briefly mentions ARM, Synopsys, Virage Logic, and Denali, but his analysis is right on the mark. There is definitely money… Read More


EDA is DEAD

EDA is DEAD
by Daniel Nenni on 05-23-2009 at 12:12 am

Years ago I bought my ancestral home, the house where my beloved grandparents lived, the place in which I grew up. It was more an emotional investment than a financial one, much more. After completely renovating it with my keyboard hardened hands, reliving much of my childhood, I joined the ranks of the slum lords and rented the house… Read More


Jim Cramer’s CNBC Mad Money on Cadence!

Jim Cramer’s CNBC Mad Money on Cadence!
by Daniel Nenni on 05-15-2009 at 6:10 pm

For those of you who follow the market and play EDA stocks this will be a shocker! Jim Cramer, former Hedge Fund Manager, co-founder of TheStreet.com, and host of the CNBC’s Mad Money did a piece last week on Cadence. Apparently he did NOT read my piece on EDA being DEAD:


Cramer’s Wednesday “Tech Spec” pickswas Cadence Design SystemsRead More