Samsung is seemingly ready to move to a new milestone in its brief but exciting system-on-chip (SoC) history: a custom CPU core codenamed Mongoose. It’s going to be based on ARMv8 instruction set and is expected to outperform the Exynos 7420 application processor that Samsung unveiled this year. There are some media reports… Read More
FDSOI As a Multi-Node Platform
One of the main criticisms of the FDSOI technology has been that it is a one-node solution at best and is not scalable to the future. Such arguments are typically based on the “gate-length-scaling” assumptions which do not capture the past and current trends of the CMOS technology as I discussed in my earlier post. Back in the early… Read More
Intel – "Inside" good markets, outside bad- Huge potential in Memory & Photonics
Intel’s lack of exposure to handsets/China is now a positive rather than a negative
Intel’s strength in “cloud” & servers avoids much consumer weakness in China & developing Markets
Crosspoint has huge upside- Coupled with Photonics it fortifies Intel server dominance
The shoe is on the other… Read More
Semiconductor Usage Revolves Around Asia
I just read Daniel Nenni’s blog titled “Is Silicon Valley Gridlock a Good Sign for Semiconductors?” Dan, there is no definitive answer to this, I mean in terms of semiconductors. Let me call it Semiconductor Gridlock in Silicon Valley. Yes it’s good because Silicon Valley promotes research, brings up innovative technology and… Read More
SoC and Foundry Update 2H 2015!
Rarely do I fly first class but I did on my recent trip to Asia. It was one of the new planes with pod-like seats that transforms into a bed. The flight left SFO at 1 A.M. so I fell asleep almost immediately missing the first gourmet meal. About half way through the flight I found myself barely awake staring straight up and what do I see? STARS!… Read More
TSMC is the Top Dog in Pure-Play Foundry Business
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
China: drag on global semiconductor market?
The Chinese stock market (as measured by the Hang Seng Index) dropped 11% from August 14 to August 24 over concerns of a slowing economy. In reaction, the U.S. stock market (as measured by the S&P 500) dropped 11% from August 17 to August 25. The China market has since rebounded 2% while the U.S. market rebounded 5%. Will a slowing… Read More
Moore’s law observations and the analysis for year 2019.
As semiconductor professionals we all are familiar with Moore’s law. Respected Gordon Moore during year 1965-1975 observed and stated that, number of transistors in dense Integrated Circuit has doubled for approximately two years. In the present scenario, if we consider the complexity of Integrated Circuit and if we… Read More
FD-SOI: GlobalFoundries 22nm Update
As I said yesterday, last week was the GSA Analog/Mixed-Signal working group completely dedicated to FD-SOI. ST went first and had a presentation that was a mixture of an introduction to FD-SOI that I have covered times that are too numerous to mention. Then they did a dive into analog and RF capabilities for FD-SOI that went very … Read More
FD-SOI: Samsung Opens the Kimono a Little
Last week there was a meeting of the GSA Analog/Mixed-Signal (AMS) working group. It was completely focused on FD-SOI (I hate that name, especially since FinFET is also fully-depleted. I vote for BoxFETs.) It was a bases loaded meeting with presentations from ST Microelectronics (calling in from France close to midnight), Samsung… Read More
Quantum Computing Technologies and Challenges