Intel and the EUV Shortage

Intel and the EUV Shortage
by Scotten Jones on 04-13-2022 at 10:00 am

Slide1

In my “The EUV Divide and Intel Foundry Services” article available here, I discussed the looming EUV shortage. Two days ago, Intel announced their first EUV tool installed at their new Fab 34 in Ireland is a tool they moved from Oregon. This is another indication of the scarcity of EUV tools.

I have been tracking EUV system production… Read More


Can Intel Catch TSMC in 2025?

Can Intel Catch TSMC in 2025?
by Scotten Jones on 04-11-2022 at 6:00 am

Slide6

At the ISS conference held from April 4th through 6th I presented on who I thought would have the leading logic technology in 2025. The following is a write up of that presentation.

ISS was a virtual conference in 2021 and I presented on who currently had logic leadership and declared TSMC the clear leader. Following that conference,… Read More


Intel 2022 Investor Meeting

Intel 2022 Investor Meeting
by Scotten Jones on 02-21-2022 at 6:00 am

Figure 1 Process Innovations

Last Thursday Intel held their investors meeting, in this write up I wanted to focus on my areas of coverage/expertise, process technology and manufacturing.

Technology Development presented by Ann Kelleher

Last year Intel presented their Intel Accelerated plan and, in this meeting, we got a review of where Intel stands on that… Read More


Intel Accelerated

Intel Accelerated
by Scotten Jones on 07-27-2021 at 6:00 am

Intel Process Name Decoder

Intel presented yesterday on their plans for process technology and packaging over the next several years. This was the most detailed roadmap Intel has ever laid out. In this write up I will analyze Intel’s process announcement and how they match up with their competitors.

10nm Super Fin (SF)

10nm is now in volume production in three… Read More


Circuit Simulation Challenges to Design the Xilinx Versal ACAP

Circuit Simulation Challenges to Design the Xilinx Versal ACAP
by Daniel Payne on 06-24-2021 at 10:00 am

xilinx versal acap min

One of the most unique acronyms that I learned about this past year is ACAP from Xilinx, which stands for Adaptive Compute Acceleration Platform. At the recent Cadence LIVE event, I had the pleasure of watching Pei Yao, a Xilinx senior staff CAD engineer, as she talked about the challenges of getting all the analog and mixed-signals… Read More


Highlights of the TSMC Technology Symposium 2021 – Silicon Technology

Highlights of the TSMC Technology Symposium 2021 – Silicon Technology
by Tom Dillinger on 06-13-2021 at 6:00 am

logic technology roadmap

Recently, TSMC held their annual Technology Symposium, providing an update on the silicon process technology and packaging roadmap.  This article will review the highlights of the silicon process developments and future release plans.

Subsequent articles will describe the packaging offerings and delve into technology … Read More


Is IBM’s 2nm Announcement Actually a 2nm Node?

Is IBM’s 2nm Announcement Actually a 2nm Node?
by Scotten Jones on 05-09-2021 at 6:00 am

Slide1

IBM has announced the development of a 2nm process.

IBM Announcement

What was announced:

  • “2nm”
  • 50 billion transistors in a “thumbnail” sized area later disclosed to be 150mm2 = 333 million transistors per millimeter (MTx/mm2).
  • 44nm Contacted Poly Pitch (CPP) with 12nm gate length.
  • Gate All Around (GAA), there are several ways
Read More

Achronix Next-Gen FPGAs Now Shipping

Achronix Next-Gen FPGAs Now Shipping
by Kalar Rajendiran on 05-04-2021 at 6:00 am

1980s to Now Market Changes

Earlier in April, Achronix made a product announcement with the headline “Achronix Now Shipping Industry’s Highest Performance Speedster7t FPGA Devices.” The press release drew attention to the fact that the 7nm Speedster®7t AC7t1500 FPGAs have started shipping to customers ahead of schedule. In the complex product world… Read More


Ireland – A Model for the US on Technology

Ireland – A Model for the US on Technology
by Scotten Jones on 05-02-2021 at 6:00 am

Slide1 2

After I published a recent article about Intel, I was contacted by the Irish Development Agency (IDA) where Intel has a large fab presence and asked if I would like to interview them about the Intel site. The interview with Turlough McCormack of the IDA, started with Intel’s presence in Ireland but then went on to paint an interesting… Read More


How to Spend $100 Billion Dollars in Three Years

How to Spend $100 Billion Dollars in Three Years
by Scotten Jones on 04-25-2021 at 6:00 am

Slide1 1

TSMC recently announced plans to spend $100 billion dollars over three years on capital. For 2021 they announced $30B in total capital with 80% on advanced nodes (7nm and smaller), 10% on packaging and masks and 10% on “specialty”.

If we take a guess at the capital for each year, we can project something like $30B for 2021 (announced),… Read More