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As I said earlier in the month, I was going to be talking about FD-SOI at the Electronic Design Process Symposium (EDPS) in Monterey. I am not especially an expert on FD-SOI but I know enough to be dangerous and given that we were already talking about FinFET and 3D/2.5D chips, it fitted in nicely.
The 10,000 foot view is that FD-SOI has… Read More
In my quest to uncover the future of the semiconductor industry I was quite impressed by the executive presentations at the TSMC Symposium last week. Rick Cassidy opened the 20[SUP]th[/SUP] Annual TSMC Technology Symposium followed by Dr. Mark Liu, Dr. Jack Sun, Dr. Cliff Hou, J.K Wang, Dr. V.J. Wu, and Suk Lee. A variety of topics… Read More
Since I started looking at the ways Texas Instrumentsworks through its strategies, my belief is getting firmed up that this is one company which can always sail through rough waters during downturn and reap rich benefits during upturn. They regularly review their strategies and can predict ahead of time when the water is about … Read More
There are moments in one’s career that are memorable beyond others, and last night was one of those moments for me, absolutely:
Stanford University President John L. Hennessy will lead a discussion with Stanford Engineering Hero Morris Chang, an innovator and entrepreneur who revolutionized the semiconductor industry by creating… Read More
Spending on semiconductor manufacturing equipment is headed for healthy growth in 2014. The latest data from SEMI and the Semiconductor Equipment Association of Japan (SEAJ) shows March 2014 three-month-average billings for semiconductor manufacturing equipment were up 16% from February 2014 and up 31% from a year ago. Bookings… Read More
I went to a briefing last Tuesday where Samsung and GlobalFoundries announced that they have the same process at 14nm. Dan already wrote about itso it is old news in one sense. But I really think people underestimate its importance. In essence, reading between the lines, Samsung is licensing GF their 14nm process. This is driven … Read More
A few years ago my then-girlfriend was an artist and she had some friends who were in the maker movement, one who ran a tool “lending library” and so on. So she wanted to go to the Maker Faire, which is a huge event held in San Mateo exhibit center. In those days it was more like an outgrowth of burning man but there were already… Read More
This was one of the most memorable keynotes I have seen, absolutely. Probably because it supports my belief that the infamous Intel slide that “projected” Intel will continue a linear manufacturing cost per transistor improvement at 14nm and 10nm is pure marketing fluff. Even more interesting, according to Intel, other semiconductor… Read More
Had I not been briefed personally I may not have believed it. Samsung and GLOBALFOUNDRIES will work closely together on satisfying 14nm wafer demand while sharing Samsung’s FinFET secret sauce. This tells me two things: Samsung has more 14nm design wins than I had originally reported and the new GF CEO is serious about the… Read More
Intel announced their quarterly results today. Revenue was $12.8B, up 1% from a year ago with operating income of $2.5B also up 1% from last year.
Since the future of the world is mobile and not desktop/laptop, the mobile results are the most interesting. Mobile sales fell 61% to $156M. This includes mobile products and anything … Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet