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As you may have heard, Intel is making some interesting moves into the China mobile market. At first it had me a bit puzzled but I had some lengthy discussions about it during ARM TechCon last week so I’m ready to start writing. Spoiler alert: This will be pro Intel so please sit down and take some deep breaths before reading.
The first… Read More
One of the strengths of the fabless semiconductor ecosystem is competition since it keeps innovation high and prices low. One of the challenges of fostering competition is that you have to make good on a threat of using a competing product during a pricing negotiation. Well, in my opinion, for the next version of the iPhone, Apple… Read More
In the semiconductor ecosystem, several partners (or better to say stakeholders) join together in the overall value chain to finally output the most coveted chip, err I should say SoC these days. It becomes really interesting when we start analyzing the real value added by each of them, none appears to be less. Well, then to whom … Read More
It was back in April that GlobalFoundries and Samsung announced that GF would license Samsung’s 14nm process to run in their Fab8 in upstate New York. Since then there has not really been any news and of course those of us that follow the foundry industry wondered to what extent there was real substance to the agreement or if … Read More
It was CES 2011 when Steve Ballmer sweatered up and pitched the coming universe according to Microsoft, where the same Windows base would run on everything – PC, phone, tablet, and game console. Getting from that visionary statement to Windows 10 hasn’t been a smooth ride.… Read More
This week is the 10[SUP]th[/SUP] annual ARM Technical Conference in Silicon Valley. In regards to size, content, and relevance, I believe ARM TechCon is the #1 event for the fabless semiconductor ecosystem for sure. I attended keynotes, sessions, and walked the hallways on Wednesday and Thursday. I wish I could write about everything… Read More
The global semiconductor market was US$82.2 billion in the second quarter of 2014 according to World Semiconductor Trade Statistics (WSTS). 2Q 2014 was up 4.8% from 1Q 2014 up 10.1% from 2Q 2013. Healthy growth should continue into 3Q 2014. The table below shows initial revenue growth guidance for 2Q 2014, final reported revenue… Read More
“Who needs a 32-bit MCU?” It was a question asked a million times in the press when ARM introduced the Cortex-M family back in 2004. In fairness, that question predates the Internet of Things, with wireless sensor networks, open source code, encryption, and more needs for connected devices.… Read More
There has been a lot of discussion on SemiWiki lately around 14nm FinFET technology and who really leads and by how much. I thought it would be interesting to review some process metrics for previous technology generation and then make some forecasts around 10nm.
The focus of this article will be Intel, TSMC and Global Foundries/Samsung… Read More
Right on cue, TSMC announces 16nm FinFET production silicon. I believe this is the original version of FinFET versus 16FF+ which is due out in 1H 2015. I will confirm this next week at the TSMC OIP event in San Jose, absolutely. Either way this is excellent news for the fabless semiconductor ecosystem and I look forward to the first … Read More
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