It’s all about Cost of Ownership (CoO) and system level integration. If you target automotive related application, like audio or video processing or control of systems (Motor control, Inverter…) you need to integrate strong performance capable MCU with a DSP. In fact if you expect your system to support Audio Video Bridging (AVB)… Read More
Motley Fooled by FinFETs!
There was an article on Motley Fool recently detailing Intel’s 14nm FinFETs and comparing them to TSMC. Unfortunately the author has zero semiconductor education or experience even though he writes with authority on all things semiconductor. He also has no shame in using outdated papers from conferences he did not even… Read More
GlobalFoundries: 14 in 15 in 8
How is that for a cryptic title? It is GlobalFoundries’ rallying cry. Their big focus is to bring up 14nm during 2015 in fab 8 in Malta NY.
Last week I chatted to Shubhankar Basu. He is the senior product line manager for leading edge technologies. Not surprisingly, that means he is currently leading the 14nm FinFET business. He told… Read More
2015 Semiconductor Capex led by Memory & Foundry
Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major foundries account for … Read More
Shift-West of Semicon Power Centers
It’s true that Japan was once the center of semiconductor business and we were carrying on with that perception until recently. In 1990, six out of top10 semiconductor companies (excluding pure-play foundries) were in Japan; and 59% of worldwide semiconductor market was concentrated with the top10 companies. The semiconductor… Read More
Moore’s Law is dead, long live Moore’s Law – part 5
In the first four installments of this series we have examined Moore’s law, described the drivers that have enabled Moore’s law and discussed the specific status and issues around DRAM and logic. In this final installment we will examine NAND Flash.… Read More
Moore’s Law is dead, long live Moore’s Law – part 4
In the third installment of this series we discussed the status of DRAM scaling and Moore’s law. In this installment we will tackle logic. The focus will be on foundry logic.
Logic technology challenges
In the second installment of this series we discussed constant electric field scaling. As we mentioned in that installment at … Read More
How is Trillion Sensors by 2025 Panning Out?
From several literatures, talks in the semiconductor industry, forecasts, and BHAGs (Big Hairy Audacious Goals), specifically in the context of IoT (Internet of Things) and IoE (Internet of Everything), we have been looking forward to a world with over a trillion sensors around us. I recollect (produced below) from an impressive… Read More
Moore’s Law is dead, long live Moore’s Law – part 2
In the first installment of this series on Moore’s law we examined what Moore’s law is and presented some data on how it has affected the industry. In this installment we will discuss the manufacturing cost reduction strategies that have made Moore’s law possible.
Manufacturing Cost Drivers
The manufacturing cost of a semiconductor… Read More
Intel Inline with reduced expectations-2015 flat to down-Slashing Capex
Intel Inline with lowered numbers- 2015 Revs to be Flat…
Capex Slashed by 13% to $8.7B- 10nm at risk???
Mortgaging the future???
Is the foundry business dead???
Desperately seeking growth!!!
Intel Inline…
Intel reported revenues of $12.8B and EPS of $0.41 in line with downward revised estimates after chopping $1B… Read More
Flynn Was Right: How a 2003 Warning Foretold Today’s Architectural Pivot