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Semiconductor Supply and Demand in 2010/2011

Semiconductor Supply and Demand in 2010/2011
by Daniel Nenni on 10-22-2010 at 6:41 pm


The semiconductor analysts are at it again, revising numbers, polishing their guesstimates, and patting each other on the back for being equally as inaccurate. I blame these crystal ball hacks for the semiconductor shortages and price hikes we are experiencing today.

These people get paid to guide investors, and the industry… Read More


Semiconductor Forecast: 2010 Boom – 2011 Bust?

Semiconductor Forecast: 2010 Boom – 2011 Bust?
by Daniel Nenni on 10-15-2010 at 6:34 pm


Again, my economic bellwether is TSMC, and judging by the first half, 2010 will go down as one of the most profitable years the semiconductor industry has ever seen. In the 2[SUP]nd[/SUP] quarter the foundries again posted record breaking wafer shipments, revenues, and profits. 3[SUP]rd[/SUP] quarter foundry financials should… Read More


What Do You Mean by Mandatory?

What Do You Mean by Mandatory?
by glforte on 10-14-2010 at 6:00 pm

When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More


What Do You Mean by Mandatory?

What Do You Mean by Mandatory?
by glforte on 10-14-2010 at 6:00 pm

When TSMC and Mentor Graphics held a joint seminar for mutual customers to go over new DFM requirements at 45/40 nm, two customers basically asked the same question, “What do you mean by mandatory?” Of course, TSMC wasn’t going to stand over them and say, “Mandatory means mandatory, what part of mandatory don’t you understand?” … Read More


Clocks Will Be Clocks

Clocks Will Be Clocks
by glforte on 10-14-2010 at 4:14 pm

Clock designers are an enigma. Clock designers in general are die hard Star Wars fans, own vintage Porsches that leak oil by the gallon, usually have lava lamps in their offices/cubicles, wear fancy leather jackets in the peak of summer, and have like-minded clock designers as best lunch buddies. … Read More


Why Only MV When You Can MC, MM & MV?

Why Only MV When You Can MC, MM & MV?
by glforte on 10-14-2010 at 4:14 pm

Resistance is futile. I recently caved and switched to an iPhone after having been a loyal Google phone user for more than year. Apart from the coolness factor, my main motivation was corporate mail support that was absent in Gphone, plus the fact that I got the iPhone for free when my wife upgraded hers. The difference is day and night… Read More