Ann Kelleher is Intel’s Executive Vice President, General Manager, Technology Development, and she gave the first plenary talk to kick off the 2022 IEDM, “Celebrating 75 Years of the Transistor A Look at the Evolution of Moore’s Law Innovation”. I am generally not a fan of plenary talks because I think they are often too broad and… Read More
Achieving 400W Thermal Envelope for AI Datacenter SoCs
Successful ASIC providers offer top-notch infrastructure and methodologies that can accommodate varied demands from a multitude of customers. Such ASIC providers also need access to best-in-class IP portfolio, advanced packaging and test capabilities, and heterogeneous chiplet integration capability among other things.… Read More
Samsung Versus TSMC Update 2022
After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.
TSMC and Samsung both acknowledged that there… Read More
TSMC OIP – Enabling System Innovation
On November 10th I watched the presentation by L.C. Lu, TSMC Fellow & VP, as he talked about enabling system innovation with dozens of slides in just 26 minutes. TSMC is the number one semiconductor foundry in the world, and their Open Innovation Platform (OIP) events are popular and well attended as the process technology and… Read More
TSMC Expands the OIP Ecosystem!
This was the 12th TSMC OIP and it did not disappoint. The attendance was back to pre pandemic levels, there was interesting news and great presentations. We will cover the presentations in more depth after the virtual event which is on November 10th. You can register HERE.
As I mentioned in my previous post, the Jim Keller Keynote … Read More
Intel Foundry Services Forms Alliance to Enable National Security, Government Applications
This will be the year of the semiconductor foundry ecosystem, absolutely. Right in between the Samsung SAFE Forum and the TSMC OIP Open Ecosystem Forum, Intel Foundry Services (IFS) just announced a United States Military, Aerospace, and Government (USMAG) Alliance.
Brilliant move, of course, due to the US Government now being… Read More
A Perspective on Semiconductor Manufacturing Initiatives & Strategies
My name is Sagar, and I’ve been a long-time executive in the semiconductor manufacturing world — holding key positions at large multi-nationals, a leading semiconductor foundry, and partnering with many of the top-tier foundries and OSATs. Since “retiring”, I’ve also spent time advising and investing in start-ups through … Read More
TSMC 2022 Open Innovation Platform Ecosystem Forum Preview
One of my favorite events is just around the corner and that is the TSMC OIP Ecosystem Forum and it’s at my favorite Silicon Valley venue the Santa Clara Convention Center. Nobody knows more about the inner workings of the ecosystem than TSMC so this is the premier semiconductor collaboration event, absolutely.
In my 40 years as a … Read More
A Memorable Samsung Event
Samsung hosted its first-ever Samsung Tech Week Oct 3-5 with some insightful keynotes and great food. The week led off with Samsung Foundry Forum and a keynote from Foundry president, Si-Young Choi. Attendees at Samsung Foundry’s SAFE Forum were welcomed by Ryan Lee, head of the business’ Design Enablement team. John In-Young… Read More
Micron and Memory – Slamming on brakes after going off the cliff without skidmarks
-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important
Micron hitting the brakes after memory market already impacts
Micron capped off an otherwise… Read More
Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet