2020 was a Mess for Intel

2020 was a Mess for Intel
by Robert Maire on 01-13-2021 at 10:00 am

Intel 2020 Mess

Understanding Intel’s future means understanding Intel’s past

Yes, there are two paths you can go by, but in the long run. There’s still time to change the road you’re on.

Intel is at a crossroad. The road they have been on since inception, and the road that has differentiated them from the rest of the pack… Read More


Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry

Apple A14 Die Annotation and Analysis – Terrifying Implications For The Industry
by Dylan Patel on 12-20-2020 at 10:00 am

Apple A14 Die Analysis

SemiAnalysis and SkyJuice have teamed up in order to analyze the A14 die shot from ICmasters. Our previous analysis of the A14, delved into why Apple and TSMC have deviated from previous generations when comparing theoretical logic transistor density to a real world utilized transistor density.

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Is Apple the Most Valuable Semiconductor Company in the World?

Is Apple the Most Valuable Semiconductor Company in the World?
by Robert Maire on 11-25-2020 at 6:00 am

Apple M1

– The new M1 chip unveils previously hidden asset
– Could/should Apple sell semiconductors?
– Are servers next?
– The M1 chip appears to be a rousing success and the beginning of a new era

Essentially 100% of all early reports on the performance of the M1 chip have come back with stellar reviews. Great performance… Read More


Semiconductor Boom in 2021

Semiconductor Boom in 2021
by Bill Jewell on 11-23-2020 at 6:00 pm

Top Semiconductor Revenue 2020

The third quarter 2020 semiconductor market totaled $114 billion, up 11.0% from second quarter 2020, according to World Semiconductor Trade Statistics (WSTS). The 3Q20 growth was the highest since 11.6% in 3Q16. The strong 3Q20 growth follows a 2.1% decline in 2Q20 versus 1Q20. The second quarter is normally a healthy growth … Read More


Can Samsung Foundry Really Compete with TSMC?

Can Samsung Foundry Really Compete with TSMC?
by Daniel Nenni on 11-20-2020 at 6:00 am

Samsung TSMC 3nm Battle SemiWiki

The semiconductor foundry business has been front page news of late and for good reason, it’s an exciting time in the semiconductor industry and the foundries are where it all begins. Unfortunately, most of the “exciting” news has been overblown but this topic is of great interest, to me at least. Having been intimately involved… Read More


The Future of FPGAs

The Future of FPGAs
by Kris Kachris on 11-08-2020 at 10:00 am

The Future of FPGAs

On June 1, 2015 Intel and Altera announced , that they had entered into a definitive agreement under which Intel would acquire Altera for $16.7 billions. That was a major milestone for the FPGA community as Xilinx and Altera were the main FPGA vendors.

After the official announcement of AMD to acquire Xilinx, there is a huge… Read More


AMD and Intel Update with Xilinx

AMD and Intel Update with Xilinx
by Daniel Nenni on 11-06-2020 at 10:00 am

AMD Xilinx Acquisition

The AMD acquisition of Xilinx is certainly big news but as an insider looking at the media coverage I think there are a few more points to consider. While most of the coverage has been positive there will always be negatives and we can look at that as well.

Intel acquired Altera in 2015 for $16.7B at a 50% premium which was a major disruption… Read More


Are TSMC and Intel Partnering in Arizona?

Are TSMC and Intel Partnering in Arizona?
by Daniel Nenni on 11-01-2020 at 10:00 am

TSMC Career Opporunitites

After months of back and forth TSMC finally announced plans to build a fab in Arizona. The announcement was not made in the press or on the most recent investor call but on LinkedIn. A sign of the times I guess but since they need to hire a bunch of semiconductor people it was more than appropriate.

“We’re delighted to catch up with you … Read More


Intel TSMC Update!

Intel TSMC Update!
by Daniel Nenni on 10-23-2020 at 10:00 am

Intel Bob Swan TSMC SemiWiki 1

Based on the Intel investor call yesterday here are some interesting comments Bob Swan made related to Intel outsourcing manufacturing and 7nm progress. Let’s start with the prepared statement:

Bob Swan: Over the last couple of years, we have been focused on three critical priorities; improving our execution to strengthen … Read More


Three Things You Have Wrong About Intel!

Three Things You Have Wrong About Intel!
by Daniel Nenni on 10-09-2020 at 10:00 am

Three Things You Have Wrong About Intel

First let me tell you that I have nothing but respect for Intel. I grew up with them in Silicon Valley and have experienced firsthand their brilliance and the many contributions they have made to the semiconductor industry. In fact, I can easily say the semiconductor ecosystem would not be what it is today without Intel.

But no company… Read More