COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?

COVID-19 Collateral Chip Collision – Will Fabs & Foundries Flounder?
by Robert Maire on 03-05-2020 at 6:00 am

Corvid 19 SemiWiki

Corona Fab Impact –
lower production/raise prices
Chip production supply chain may break
It could temporarily fix memory oversupply
Could it risk the fall roll out of next Iphone

The ” Two week tango” – Waiting games at fabs
When a highly specialized piece of semiconductor equipment misbehaves to the… Read More


Intel vs AMD Q4 2019 Conference Calls

Intel vs AMD Q4 2019 Conference Calls
by Daniel Nenni on 02-04-2020 at 6:00 am

Intel 10nm Roadmap

Now that the dust has settled and I’m out of cronovirus quarantine let’s talk about the Intel and AMD conference calls. Unfortunately, the Intel and AMD marketing teams are still outpacing engineering so it is difficult to write something serious but I will do my best.

Spoiler Alert: Both CEOs disappoint.

First an Intel 10nm update:… Read More


TSMC and AMD: Leaders of the Industry (7nm)

TSMC and AMD: Leaders of the Industry (7nm)
by Daniel Nenni on 01-22-2020 at 11:00 am

gcal

Title: TSMC and AMD: Leaders of the Industry

Date: Wednesday, January 22, 2020

Time: 11:00 AM Central Standard Time

Duration: 30 minutes

With the large demand for 7nm products, AMD has united with semiconductor titan TSMC to supply the most advanced technology in the industry.  Join TSMC Head of Global Marketing, Godfrey Cheng,

Read More

Why is the Press Giving AMD a Free Pass?

Why is the Press Giving AMD a Free Pass?
by Daniel Nenni on 12-16-2019 at 6:00 am

The Intel versus AMD rivalry is legendary amongst us Silicon Valley AARP members and is one of the reasons why the semiconductor industry is as competitive as it is today, absolutely.

AMD’s boisterous corporate culture started with AMD’s co-founder and long time CEO Jerry Sanders. Jerry was the ultimate showman but his credo “People… Read More


Why is Intel still short on chips?

Why is Intel still short on chips?
by Daniel Nenni on 12-03-2019 at 6:00 am

Intel is again apologizing to customers for 14nm chip shortages. As a result PC makers are revising down revenue expectations for 2020. Something does not smell right here. I have also read that due to the continued shortages Intel will be second sourcing CPU chips to Samsung 14nm. This smells even worse, absolutely.

First and foremost,… Read More


Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More


AMD Intel TSMC menage a trois and the trouble with trouples

AMD Intel TSMC menage a trois and the trouble with trouples
by Robert Maire on 11-01-2019 at 10:00 am

  • Its “Complicated”- A 3 way Chip Relationship
  • Competing for Wafers, Moore’s Law & Love
  • Who’s Competing with Whom?
  • All’s Fair

The 3 way relationship is more complex than it seems

On the surface it seems simple. AMD and TSMC compete with Intel making its own chips and TSMC making them for AMD. But… Read More


TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution

TSMC – Solid Q3 Beat Guide- 5G Driver – Big Capex Bump – Flawless Execution
by Robert Maire on 10-19-2019 at 6:00 am

TSMC puts up solid QTR, Capex increase for 5NM and capacity increase, 5G/mobile remains driver- HPC good 7NM, 27% of revs- Very nice margins!

In line quarter-Good guide
TSMC reported revenues of $9.4B and EPS of $0.62 , more or less in line with expectations, perhaps a touch below ” whisper” expectations which had been… Read More


More Actel Foundry Woes: Andy Grove and Intel

More Actel Foundry Woes: Andy Grove and Intel
by John East on 09-16-2019 at 6:00 am

The foundry problem continued to plague us at Actel.  We had a really complex process! But  —- we needed state of the art feature sizes if we were to compete with Xilinx.  TI and Matsushita had been doing a good job for us, but not in fabs with state of the art technology.  We were two process generations behind! At two generations… Read More


Actel TI and TSMC Foundry Woes

Actel TI and TSMC Foundry Woes
by John East on 09-09-2019 at 6:00 am

TSMC was founded in 1987 by Morris Chang.  At about the same time, I was wrestling with the question of whether or not to join Actel.  Morris had been a top executive at Texas Instruments during the period when TI took ownership of the TTL market.  (See my week #8.  Texas Instruments and the TTL Wars)  I have to admit that when I first … Read More