Fabless companies and the need for foundries
The success of fabless semiconductor companies is well documented with companies such as Qualcomm, Broadcom, MediaTek, AMD, Avago and others selling semiconductors made using the fabless model (see Fabless: The Transformation of the Semiconductor Industry by Daniel Nenni and … Read More
Tag: 10nm
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
Xilinx Skips 10nm
At TSMC’s OIP Symposium recently, Xilinx announced that they would not be building products at the 10nm node. I say “announced” since I was hearing it for the first time, but maybe I just missed it before. Xilinx would go straight from the 16FF+ arrays that they have announced but not started shipping, and to the… Read More
SEMI SMC: Atoms Still Don’t Scale
Last Tuesday was the SEMI’s annual Strategic Materials Conference (SMC). The opening keynotes were given by Gary Patton, the CTO of GlobalFoundries, and Mark Thirsk, Managing Partner of Linx Consulting. This year it was held in the Computer History Museum (which always makes the commute interesting since you have to fight… Read More
TSMC OIP: What to Do With 20,000 Wafers Per Day
Today it is TSMC’s OIP Ecosystem Innovation forum. This is an annual event but is also a semi-annual update on TSMC’s processes, investment, volume ramps and more. TSMC have changed the rules for the conference this year: they have published all the presentations by their partners/customers. Tom Quan of TSMC told… Read More
SEMICON West 2015 Recap – Day 1 – Softening Markets, Sub 14nm and 3D NAND
Tuesday morning press briefing
The show started for me Tuesday morning with the SEMI press briefing. SEMI said there are 1,200 booths this year, 629 exhibiting companies and over 180 hours of programming. They also said pre-registration was up from last year and they expect 26,000 visitors.
Dan Tracy then gave an update on the markets.… Read More
Who Needs to Lead at the 14, 10 and 7nm nodes
IBM recently disclosed a working 7nm test chip generating a lot of excitement in the semiconductor industry and also in the mainstream media. In this article I wanted to explore the 14nm, 10nm and 7nm nodes, the status of the key competitors at each node and what it may mean for the companies.
The New York Times Announces 7nm
Everyone is somewhat focused on the march of process nodes. Moore’s Law, although I think that with the breach between technology and cost that may be changing. Moore’s Law was about the lowest cost way to get a given number of transistors manufactured. But now the lowest cost and the highest density are diverging. … Read More
Intel 10nm delay confirmed by Tick Tock arrhythmia leak-"The Missing Tick"
Our 6/15 report of more 10nm Intel delays confirmed by leaked info…
The delay appears to have interrupted Intel’s Tick Tock cadence…
Kabylake replaces Skylake – Cannonlake pushed out over horizon?
The news we broke is now confirmed…
On 6/15 we put out a report that broke the news of further delays… Read More
Samsung: the Journey to 14nm and 10nm
At the Samsung theatre (cutely named the Samsung Open Collaboration (SoC) theater) I watched a presentation by KK Lin on using DFM to bring up their 14nm and 10nm processes. And yes, they are real. Here is a picture I took of a 14nm wafer and a 10nm wafer. Samsung announced that they would ramp 10n to volume production by the end of next… Read More