One of the most common things I hear now is that the majority of the fabless semiconductor business will stay at 28nm due to the high cost of FinFETs. I wholeheartedly disagree, mainly because I have been hearing that for many years and it has yet to be proven true. The same was said about 40nm since 28nm HKMG was more expensive, which … Read More
GlobalFoundries 14nm Process Update
Last Monday Daniel Nenni and I had a conference call with Jason Gorss and Shubhankar Basu of Global Foundries to get an update on their 14nm process. Shubhankar is the product line manager for 14nm.
Global Foundries 14nm process is a FinFET on bulk process they licensed from Samsung and both companies supply the same process although… Read More
ARM Keil Ecosystem Integrates Atmel SAM ESV7
Even the best System-on-Chip is useless without software, as well as the best designed S/W needs H/W to flourish. The “old” embedded world has exploded into many emergent markets like IoT, wearable, and automotive is no more restricted to motor control or airbags as innovative products, from entertainment to ADAS are being developed.… Read More
Who Will Get the Next Bite of Apple Chip Business?
Recent reports have Intel displacing Qualcomm as the modem supplier and TSMC as the foundry for the next Apple A10 SoC. That is if you call this a credible report: … Read More
FDSOI Cost Analysis – Part I
One of the most frequently discussed concerns regarding FDSOI adoption is the higher starting wafer cost compared to bulk technology. This discussion was also brought up after my earlier post,… Read More
Profile of an IoT Processor for Industrial, Consumer Markets
The intersection of data with intelligent machines is creating new possibilities in industrial automation, and this new frontier is now being increasingly known as the Industrial Internet of Things (IIoT). However, if there is a single major stumbling block that is hindering the IoT take-off at the larger industrial scale, … Read More
SEMI Releases Industry’s First “Global 200mm Fab Outlook to 2018” and Announces Webinar
SEMI, the global industry association advancing the interests of the worldwide electronics supply chain, today (October 19) published a new report, “Global 200mm Fab Outlook to 2018.” According to the report, worldwide 200mm semiconductor wafer fab capacity is forecast at 5.2 million wafer starts per month (wspm) in 2015 and… Read More
How LETI IP will speed-up GlobalFoundries 22FDX™ ASIC Development
GlobalFoundries has positioned FDSOI proposal -22FDX- to provide better performance and power dissipation than competitive FDSOI offers on 28nm node. The FDSOI licensing agreement between LETI and GlobalFoundries is only a couple of months old (July 2015), but the real work has started in Dresden as several engineers from … Read More
Wafer-Level Chip-Scale Packaging Technology Challenges and Solutions
At the recent TSMC OIP symposium, Bill Acito from Cadence and Chin-her Chien from TSMC provided an insightful presentation on their recent collaboration, to support TSMC’s Integrated FanOut (InFO) packaging solution. The chip and package implementation environments remain quite separate. The issues uncovered in bridging… Read More
EUV sees further delays?
Headwinds which will likely continue into 2016…
ASML reported revenues of 1.55B Euros with EPS of 0.75 Euros more or less in line with expectations. Orders were the weak spot, falling to 904M Euros versus the previous Q2 orders of 1.523B Euros. The company guided Q4 revenues to be down about 10% to 1.4B Euros below current flattish… Read More
PDF Solutions Charts a Course for the Future at Its User Conference and Analyst Day