This week is IEDM. Three of the presentations today were by TSMC, Intel and IBM going over some of the details of their 14/16nm processes. They don’t provide the slides at IEDM, just the single page papers so this may end up being a somewhat random collection of facts.
TSMC were up first. They talked about the improvements that… Read More
Last week was ASML’s investor day. I wasn’t there and they haven’t yet got the material posted on their website, so this is all second hand information. As you know, if you have read any of my comments on EUV, I have been dubious about whether EUV would ever work for production.
The three big problems seem to be:
Xilinx, last week announced that it has shipped the 20nm Kintex-115 Device, and I quote:
“Xilinx has produced a 20nm FPGA for data center acceleration called Kintex UltraScaleKU115 FPGA.
The chips deliver up to:
· 1.16M logic cells,
· 5,520 optimized DSP slices,
· 76 Mbits of block RAM,
· 16.3Gbps backplane-capable transceivers,… Read More
I attended Cliff Hou’s keynote at TSMC OIP Forum earlier this month. OIP is a huge undertaking. It currently has over 100 ecosystem partners, 10 technology generations, 7600+ IPs, 60+ EDA tools, 7000+ tech files and 150+ PDKs.
Most of Cliff’s presentation gave details on where TSMC are with the various processes. … Read More
Xilinx announced their quarterly results a couple of days ago. Technically it is their Q2 2015. Sales were $604M and profitability was significantly higher than expected at $0.62/share. But that is not the most interesting thing about these calls. There is the Xilinx vs Altera story. And then there are tealeaves to be read about… Read More
Coke with no ice. You see I am not cheap, or even frugal but a good steward. One of the things that I hate the most is waste. You know lights on in every room, door open during winter and driving 25 miles to save a dollar on gas.
One will notice fairly quickly that with Xilinx UltraScale 20nm FPGAs coupled with the new-fangled analytical … Read More
There has been a lot of controversy about whether FD-SOI is or is not cheaper to manufacture than FinFET. Since right now FinFET is a 16nm process (22nm for Intel) and FD-SOI is, for now, a 28nm process it is not entirely clear how useful a comparison this is. Scotten Jones has very detailed process cost modeling software (that is what… Read More
Xilinx announced their results today and had their conference call this afternoon, which I listened to. For them this is 1Q fiscal 2015 which means you have to be careful since there is a big difference between talking about fiscal quarters and calendar quarters. Xilinx’s conference calls are interesting for a couple of … Read More
There have been a lot of interesting announcements and presentations lately from the leading edge foundries. Looking at all of this information, a pretty interesting picture begins to emerge.
TSMC
TSMC is far and away the world’s largest foundry. In their 2014-Q2 conference call TSMC outlined their expectations for the balance… Read More
It really is quite a racket. Investor bloggers spread semiconductor disinformation for $.01 per click, that coincidentally covers their stock positions, and I get paid $300 per hour to explain it to Wall Street. While I appreciate the opportunity to bond with the financial people, I do wonder how these bloggers sleep at night.… Read More
