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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
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
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!
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
Let’s start with apologies: when guessing that SMIC would be the 2[SUP]nd[/SUP] source foundry for ST-Microelectronics 28nm FD-SOI, I was wrong. To be honest, if I had made the assumption that Samsung was this double source, I would have generated dozen of comments, calling me “crazy blogger”…for the best. Announcing Samsung… Read More
As I wrote about last month, this weekend is the Maker Faire in San Mateo. If you are interested in the cutting edge of what people are getting up to outside of the corporate world, this is the place to go. You will see stuff that you will not hear about for a year or two when it finally goes mainstream.
Increasingly, there is a lot of electronics… Read More
This is probably one of the biggest stories we will cover this month, if not this year, absolutely. In partnership with STMicroelectronics, Samsung will manufacture 28nm FD-SOI chips for the fabless semiconductor community starting now. This proves without a shadow of a doubt that Samsung is serious about the foundry business.… Read More
I’m typing this blog today with my trusty Apple MacBook Pro – a 17″ laptop with matte display and 16GB of RAM, but don’t stereotype me as an Apple fanboy because I also own the fantastic Samsung Galaxy Note II phone (aka phablet). Some industry pundits would have us believe that desktops and laptops are going… Read More
*Spoiler Alert: The Sky is Not Falling*
The TSMC Technology Symposium last month provided a much needed technology refresh to counter aging industry experts (they make their living selling reports) who have been somewhat negative on the future of the fabless semiconductor ecosystem. If the sky wasn’t falling who would… Read More
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The Risk of Not Optimizing Clock Power