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

  • Image RemovedIts “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 … 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

Image RemovedTSMC 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… 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

Image RemovedThe 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!… 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


What Fairchild, AMD, Actel and Jurassic Park Have in Common

What Fairchild, AMD, Actel and Jurassic Park Have in Common
by John East on 08-26-2019 at 6:00 am

Image RemovedMe.

In the early stories of this series  (Weeks three though six), I talked about what I believe were the three seminal events in the history of the semiconductor:  Shockley’s invention of the transistor, Noyce’s invention of the integrated circuit, and Intel’s 1971 —  the introductions  of the first commercially… Read More


#56thDAC Discussion on Calibre in the Cloud Brings Sunshine to SOC Developers

#56thDAC Discussion on Calibre in the Cloud Brings Sunshine to SOC Developers
by Tom Simon on 06-20-2019 at 10:00 am

Image RemovedIt was inevitable that EDA applications would meet the cloud. EDA has a long history of creating some of the most daunting compute challenges. This arises from employing current generation chips to design the next generation chips. Despite growing design complexity, many tools have kept pace and even reduced runtimes… Read More


Google Stadia is Here. What’s Your Move, Nvidia?

Google Stadia is Here. What’s Your Move, Nvidia?
by Krishna Betai on 04-04-2019 at 12:00 pm

Image RemovedOn March 16, 2019, Google introduced the world to its cloud-based, multi-platform gaming service, Stadia. Described as “a gaming platform for everyone” by Google CEO Sundar Pichai at the Game Developers Conference, Stadia would make high-end games accessible to everyone. The video gaming industry, as we know … Read More


Next-Generation Formal Verification

Next-Generation Formal Verification
by Daniel Nenni on 12-14-2018 at 12:00 pm

As SoC and IP designs continue to increase in complexity while schedules accelerate, verification teams are looking for methodologies to improve design confidence more quickly. Formal verification techniques provide one route to improved design confidence, and the increase in papers and interest at industry conferences… Read More


The real race for superiority is TSMC vs Intel

The real race for superiority is TSMC vs Intel
by Robert Maire on 10-07-2018 at 7:00 am

Image RemovedRecent talk of AMD vs Intel market share share is misguided, the real race for superiority is TSMC vs Intel underlying that, tech dominance between US & China.

There has been much discussion of late about market share between Intel and AMD and how much market share AMD will gain at Intel’s expense due to Intel’s… Read More


Data Security – Why It Might Matter to Design and EDA

Data Security – Why It Might Matter to Design and EDA
by Alex Tan on 02-14-2018 at 12:00 pm

Image Removed
According to the Economist,
The world’s most valuable resource is no longer oil, but data”.
Is this the case?Data is the by-product ofmany aspects of recent technology dynamics and is becoming the currency of today’s digital economy. All categories in Gartner’s Top10 Strategic Technology TrendsRead More