As if Samsung didn’t have enough to worry about with their new neighbor to the North (Korea) declaring war, Samsung 28nm is still NOT yielding. In my previous blog “Can Samsung Deliver as Promised?” I wondered what will power the new Galaxy S4 phones that Samsung has been aggressively marketing. You would think it would be a 28nm version… Read More
Mentor at TSMC Technology Symposium
TSMC will host their annual technology symposium at several locations in the U.S. on April 9th in San Jose, April 16th in Austin, and April 23rd in Boston. TSMC will discuss the market outlook, design enablement, and technology for high-speed computing, mobile communications, connectivity and storage, CIS, embedded flash, … Read More
TSMC on Collaboration: JIT Ecosystem Development
Cliff Hou of TSMC gave the keynote today at SNUG on Collaborate to Innovate: a Foundry’s Perspective. Starting around 45nm the way that a foundry has to work with its ecosystem fundamentally changed. Up until then, each process generation was similar enough to the previous one, apart obviously from size, that it could be … Read More
Apple and Google Turn Towards Enterprise
As a calm settles over the mobile market, post the overhyped Samsung Galaxy S4 launch, many analysts are at a loss as to describe a way forward with Apple that is understandable and positive. The dozens of reports that focus on the summer launches of the iPhone 5S and cheap iphone miss the side of the barn on the true strategy being put… Read More
Can Samsung Deliver As Promised?
Samsung’s aggressive marketing is starting to hit the fabless semiconductor ecosystem so we had all better be prepared. Samsung’s 2012 marketing budget exceeded $400M which probably beats the marketing budget of the entire fabless ecosystem! The question is, will the fabless semiconductor industry be easily swayed by Samsung’s… Read More
Unlocking the Full Potential of Soft IP
EDA vendors, IP suppliers and Foundries provide an eco-system for SoC designers to use in getting their new electronic products to market quicker and at a lower cost. An example of this eco-system are three companies (TSMC, Atrenta, Sonics) that teamed up to produce a webinar earlier in March called: Unlocking the Full Potential… Read More
Can “Less than Moore” FDSOI provides better ROI for Mobile IC?
In this previous article, I was suggesting that certain chip makers may take a serious look at a disruptive way to look at Moore’s law, as they may get better ROI, profit and even better revenue. The idea is to select technology node and packaging technique in order to optimize the Price, Performance, Power triptych and manage chip… Read More
Synopsys ♥ TSMC!
Dr. Paul McLellan and I will be covering the Silicon Valley SNUG live again this year. Unfortunately we are only allowed to see the keynotes (same thing with CDNLive) but they look very good:
Keynote Address: Massive Innovation and Collaboration into the “GigaScale” Age!
Aart de Geus, Chairman and co-CEO, Synopsys,… Read More
Samsung and the New World Order!
The keynotes at CDNLive today were very interesting, but rather than cover the slides and bullet points let me share with you my personal view of Samsung and how they are changing the semiconductor industry. Before I continue remember I’m just a blogger who shares observations, experiences, and opinions. This blog is for entertainment… Read More
A Brief History of the Foundry Industry, part 2
Part 1 here.
The line between fabless semiconductor companies and IDMs has blurred over the last decade. Back in the 1990s, most IDMs manufactured most of their own product, perhaps using a foundry for a small percentage of additional capacity when required. But their own manufacturing was competitive, both in terms of the capacity… Read More


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