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The big news in Taiwan last week was another increase in TSMC capital expenditures to $9B in 2013. That number could grow however. Last year TSMC CAPEX was set at $6B and ended up at $8.3B due to rapid 28nm capacity expansion and an accelerated 20nm program. 2013 will be all about FinFETs and manufacturing Apple SoCs so $9B may not cover… Read More
ARM and CEVA have launched a white paper, addressing one of the hottest topics of the day: LTE-Advanced modem architecture. This very exhaustive paper, written by David Maidment (Mobile Segment Manager, ARM), Chris Turner (Senior Product Manager, ARM) and Eyal Bergman (VP Product Marketing, Baseband & Connectivity, CEVA… Read More
The internet is a funny place where rumors are true and truths are rumors. The latest one has Apple using Intel as a foundry. This is fuel for the rivalry between SemiWiki blogger Ed McKernan and me. Ed says Apple will use Intel, I say Apple will use TSMC, we have a very expensive dinner riding on this one.
Tim Cook’s strategy to disengage from Samsung as a supplier of LCDs, memory and processors while simultaneously creating a worldwide supply chain from the remnants of former leaders like Sharp, Elpida, Toshiba and soon Intel is remarkable in its scope and breadth. By 2014, Apple should have in place a supply chain for 500M iOS devices… Read More
Intel’s ability this week to raise $6B in debt at rock bottom interest rates should give one a moment to pause and consider what this portends for the future of the company and whether it remains in public hands. We live in extraordinary times where a fiscally excessive government can sell 10 year treasuries at 1.6% and the largest … Read More
Clearly the fabless semiconductor ecosystem is driving the semiconductor industry and is responsible for both the majority of the innovation and the sharp decline in consumer electronics costs we have experienced. By definition, a fabless semiconductor company does not have to spend the time and money on manufacturing related… Read More
ST Microelectronics announced yesterday that it would have a conference call on December 10th to announce its strategy going forward. ST has been struggling the last couple of years, with revenues down year to year. From 2010-2012 (the last an estimate of course) it did $10.3B, $9.6B and $8.4B so it has shrunk nearly 20% in 3 years.… Read More
Since the beginning of the semiconductor industry, improving the rate of yield learning has been a critical factor in the success silicon manufacturing. Each fab has dedicated yield teams that look at the yield of wafers manufactured the previous day and attempt to find the root cause of any unexpected “excursions.” In earlier… Read More
Intel may not know it but they are entering a crises moment due to the announced resignation of Paul Otellini that will not take place until May 2013. A six-month funeral with a 100,000 mourning employees will not calm customers who question whether to stick with the x86 PC roadmap much less the Atom mobile processors. A more dramatic… Read More
The announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive team and … Read More
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