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TSMC Q2 Results: Up 17%; 20nm and 16nm on track

TSMC Q2 Results: Up 17%; 20nm and 16nm on track
by Paul McLellan on 07-24-2013 at 10:47 am

TSMC announced their Q2 financial results yesterday. Revenue was $5.2B (at the high end of guidance) with net income of $1.6B. This is up 17.4% on Q1 and up 21.6% year-to-year. Gross margin is up too, at 49% which is up 3.2 points on Q1 and 0.3 points year-to-year. As usual the financial results are not directly that interesting since… Read More


A Brief History of VLSI Technology, part 2

A Brief History of VLSI Technology, part 2
by Paul McLellan on 07-21-2013 at 9:00 pm

Part 1

VLSI’s business grew healthily but it never threw off enough cash to fund all the investment required for process technology development and capital investment for a next generation fab. They made a strategic partnership with Hitachi covering both 1um process technology and a significant investment, which meant that … Read More


Intel’s Q2 Conference Call

Intel’s Q2 Conference Call
by Paul McLellan on 07-19-2013 at 12:47 am

Yesterday was Intel’s Q2 conference call. I think that there are some interesting little pieces of information. The financials were what analysts expected although they did take down their guidance for the rest of the year. But that is never the interesting point of Intel conference calls (they almost always hit guidance).… Read More


Ajit’s Semicon Keynote

Ajit’s Semicon Keynote
by Paul McLellan on 07-18-2013 at 4:23 pm

The opening keynote to this year’s Semicon West was by Ajit Manocha, the CEO of GlobalFoundries entitled Foundry-driven Innovation In the Mobility Era. It is no secret that mobile applications, especially smartphones and tablets, are the most significant semiconductor market today. It is not just large, it is disruptive.… Read More


Where will Apple Manufacture the next iPhone Brain?

Where will Apple Manufacture the next iPhone Brain?
by Daniel Nenni on 07-17-2013 at 5:00 pm

There still seems to be a lot of confusion here so let me set the record straight. In regards to the Apple Ax SoC, the Apple iPhone 5s will have Samsung 28nm Silicon. Samsung 28nm is still ramping but Samsung can make enough wafers and eat the yield issues no problem. The Apple iPhone 6 in 2014 will have TSMC 20nm as I reported previously.… Read More


Intel Benchmark Hoax!

Intel Benchmark Hoax!
by Daniel Nenni on 07-14-2013 at 7:00 pm

To be fair, cheating on CPU benchmarks is not new, so if you haven’t followed the computer industry for the past 30 years you might be surprised by Intel cheating, but I’m certainly not. Back in the day I worked for Data General and we “creatively” benchmarked against the Digital Equipment VAX all day long. There are different types… Read More


The Semiconductor IDM Business Model is Dead!

The Semiconductor IDM Business Model is Dead!
by Daniel Nenni on 07-10-2013 at 7:00 pm


While this was not specifically stated, it was certainly implied during the sessions I attended at SEMICON West this week: The traditional semiconductor business model (IDM) is coming to an end. Starting with the keynote: Foundry-driven Innovation in the Mobility Era,cost was the common theme in any discussion involving mobile… Read More


Intel Versus the Fabless Semiconductor Ecosystem!

Intel Versus the Fabless Semiconductor Ecosystem!
by Daniel Nenni on 07-07-2013 at 7:30 pm

In case you missed it, there is an interesting conversation on my blog, The Future of Mobile Devices and the Semiconductor Landscape!, between Ashraf Eassa and myself. Ashraf and I also converse privately, he’s a very respectful and intelligent young man. For the last year Ashraf has been writing financial articles for Seeking… Read More


A Brief History of VLSI Technology, part 1

A Brief History of VLSI Technology, part 1
by Paul McLellan on 07-01-2013 at 8:15 pm

VLSI Technology was founded in 1981 by Dan Floyd, Jack Baletto and Gunnar Wetlesen who had worked together at Signetics. The initial investments were by Hambrecht and Quist, a cross between a VC and a bank, and by Evans and Sutherland, the simulation/graphics company.

The fourth person to join the company was Doug Fairbairn. He … Read More


Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China

Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
by Eric Esteve on 07-01-2013 at 9:21 am

Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More