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IBM and GLOBALFOUNDRIES Deal!

IBM and GLOBALFOUNDRIES Deal!
by Daniel Nenni on 05-25-2014 at 10:10 am

An interesting deal was announced last week, another piece in the What is Next for GlobalFoundries? puzzle. IBM is sending up to 200 employees from their East Fishkill R&D facility to GF’s Malta R&D center in Saratoga County. The first thing that comes to my mind is 10nm! Considering GF is licensing Samsung 14nm, what else… Read More


GlobalFoundries Gets a New Manager in NY

GlobalFoundries Gets a New Manager in NY
by Paul McLellan on 05-24-2014 at 6:01 pm

GlobalFoundries is on the move. Of course the biggest announcement recently was the licensing of Samsung’s process to run in fab 8 in Malta, New York. This means that fab 8 will be a viable alternative, a true second source for Samsung production and one that doesn’t compete with its customers as Samsung does in many … Read More


More Moore or No More?

More Moore or No More?
by Daniel Nenni on 05-22-2014 at 11:30 pm

Moore’s is still the law, and device scaling remains the key focus of front-end process research, however next-generation technologies–and the Big Data, cloud computing world that supports mobile, IoT, and other next-gen applications–are the new drivers, bringing new demands and challenges running Read More


Motley Fools Intel Investors Again!

Motley Fools Intel Investors Again!
by Daniel Nenni on 05-22-2014 at 12:00 pm

It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More


What’s not quite MCU, and not quite SoC?

What’s not quite MCU, and not quite SoC?
by Don Dingee on 05-21-2014 at 10:10 am

There has been a lot of railing lately about how we don’t have quite the right chips for the upcoming wave of wearables. Chips one would drop in a smartphone are often overkill and overpowered, burning through electrons too quickly. Chips one would use for a simple control task generally lack peripherals and performance, offsetting… Read More


Can Intel be a Leading Semiconductor Foundry?

Can Intel be a Leading Semiconductor Foundry?
by Daniel Nenni on 05-21-2014 at 6:00 am

This is the third part of a series answering the most frequently asked questions I get from Wall Street. Please read the previous two articles on Intel’s Manufacturing Lead and Intel’s SoC Challenge before flaming me in the comment section. First let’s look at why there is a foundry business and go from there.

The big… Read More


Intel’s SoC Challenge!

Intel’s SoC Challenge!
by Daniel Nenni on 05-18-2014 at 8:00 pm

Innovation is the cornerstone of the semiconductor industry and as history has shown, the majority of semiconductor innovation has come from fabless companies. Apple computer is my favorite example since they went from selling mother boards to computer hobbyists in the 1970’s to being one of the largest and most influential … Read More


Intel’s Manufacturing Lead Explained

Intel’s Manufacturing Lead Explained
by Daniel Nenni on 05-17-2014 at 4:00 pm

The calls from Wall Street keep coming with basically the same set of questions: “Does Intel really have a 2-3 year process lead? Can Intel lead the foundry segment? Can Intel Lead the Mobile SoC Segment?” The feeling amongst the buy and sell side investment people is that unless Intel can lead a market they will not stay in it… Read More


A Paradigm Shift in the Foundry Supply Chain!

A Paradigm Shift in the Foundry Supply Chain!
by Daniel Nenni on 05-16-2014 at 12:00 pm

Samsung has plenty to talk about this year at DAC. The FD-SOI partnership with STMicroelectronics for example. Also the Samsung GLOBALFOUNDRIES 14nm partnership. Thus the “Paradigm Shift in the Foundry Supply Chain” theme. Samsung is also leading the pack with giveaways!

Samsung Endorses FD-SOI!

Samsung ♥
Read More


Quantom Dots and Semiconductors?

Quantom Dots and Semiconductors?
by Daniel Nenni on 05-15-2014 at 4:00 pm

Imagine life without science and great minds that made life worth living! It is personalities like Newton, Thomas Alva Edison, Graham Bell, Alexander, Michael Faraday who have made us realized the true potential of science.

Imagine what would have happened if Newton had not discovered gravity? It is due to gravity that earth revolves… Read More