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GlobalFoundries had several interesting things at the ARM TechCon last week. Firstly, GlobalFoundries won the best in show award in the chip design category recognizing the best-in-class technologies introduced since the last TechCon.
Earlier in the summer GlobalFoundries and ARM announced the ARM Cortex-A12 processor,… Read More
As I have mentioned before, Paul McLellan and I are writing a book on the history of the fabless semiconductor industry. There is a preview available HERE, it will initially be sold as an e-book on SemiWiki and put into print early next year. Working with Paul McLellan and Beth Martin on this was an amazing experience. The research,… Read More
If I had to sum up opening day at ARM TechCon 2013 in one word it would be “crowded”. More than twice as many people attended as last year with 6,500 preregistered. The opening keynote was “The New Style of IT” pimping the HP Moonshot systems, but it could have just as easily been called “Why Intel Stock is Dead Money”,… Read More
I am at ARM TechCon today. One interesting presentation was made jointly between Samsung, Cadence and ARM themselves about developing physical libraries (ARM), a tool flow (Cadence) and test chips (Samsung). It was titled Samsung ARM and Cadence collaborate on the silicon-proven world first 14-nm FinFET Cortex-A7 ARM CPU and… Read More
Everywhere you turn these days you find FinFETs. Intel has had them since 22nm (they use the word Tri-gate but it is the same as what the world calls FinFET) and TSMC will have them at 16nm. So why FinFET? And is there an alternative?
The reason that regular bulk planar transistors have run out of steam is that the channel area underneath… Read More
Altera announced in February that they would be using Intel as a foundry at 14nm. Historically they have used TSMC. Then in June they announced the Stratix 10 family of FPGAs that they would build on the Intel process. At the Globalpress summit in May I asked Vince Hu about their processor strategy. Here is what I wrote about itat the… Read More
Taiwan Semiconductor Manufacturing Corporation is the world’s leading semiconductor foundry by revenue and, by extension, profitability. While I am deeply saddened that current CEO Morris Chang will be retiring (again) shortly, I am hopeful that his successor will be able to continue the legacy of foundry industry leadership… Read More
Intel server profits are growing, which isn’t a big suprise. But mobile losses are high. Although the amount lost by the Other Intel Architecture Group had a loss of $606M, that is actually down slightly from Q2 but up a lot from last year when they lost “only” $235M. This group includes Atom, the Infineon Wireless… Read More
The foundry executive shuffle continues at Samsung, GlobalFoundries, and TSMC. Some expected, some not, the needs of the many outweigh the needs of the few. As I have mentioned before I have no inside knowledge as to who will be named as Dr. Morris Chang’s successor but here is my candidate for the next TSMC CEO.
First, the executive… Read More
The war of words continues, when will it end? I consider myself a reasonably educated and informed person, certainly above average by U.S. standards, yet I have no idea why the U.S. Government continues to write checks they cannot cash and I don’t know who to believe in the resulting media blasts. I truly miss the days of Ross… Read More
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Available Is Not In Control: Balancing Output, Quality, and Risk in High-Volume Fabs