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What is TSMC doing at DAC?
The biggest event is presumably Cliff Hou’s DAC keynote on Monday at 3.25pm Industry Opportunities in the Sub-10nm Era. And he also wrote the foreword to Fabless, the book that Dan Nenni and I have written and where you can get a signed copy on Tuesday evening at the reception.
There is an IP workshop … Read More
I just back from Samsung’s big announcement held at the SFJazz center (very conveniently 15 minutes walk from my place). They put a stake in the ground about their program at the intersection of medicine and health and technology. They had said in advance that they would not announce any new hardware but in fact they did…although… Read More
I just came across and interesting video from last year’s Hot Chips conference. Dr. Robert Colwell of DARPA discusses how the processor design industry is likely to change after it becomes too difficult to continue scaling transistors to ever-smaller dimensions. This is likely to occur sometime within the next decade,… Read More
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 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
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
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
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
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
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
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