TSMC (Apple) Update Q2 2015!

TSMC (Apple) Update Q2 2015!
by Daniel Nenni on 07-18-2015 at 8:00 pm

The TSMC quarterly conference call was last week and of course it stirred up quite a bit of controversy. Let me share with you my experience, observations, and opinions and maybe together we can come up with an accurate prediction for 2016. First let’s take a look at 20nm and what people now call the “Apple effect.”

Correct… Read More


Fabless Semiconductor Milestones of 2014!

Fabless Semiconductor Milestones of 2014!
by Daniel Nenni on 12-28-2014 at 9:00 am

After working in the semiconductor industry for the past thirty years and writing about it for the past six I would say that 2014 was one of the more interesting years of late. Vindication is the word that pops into my mind now that many “predictions” the fabless detractors have made over the last three years were proven wrong.

As a student… Read More


More Apple A9 Ridiculousness!

More Apple A9 Ridiculousness!
by Daniel Nenni on 11-23-2014 at 8:30 am

File this one under funny things journalists are paid to say. Last week the Korea Times reported that Apple had “designated” Samsung as the primary supplier of the next Apple SoC. In response, the Chinese Commercial Times reported that TSMC is to supply the Apple A9 chip despite competition from Samsung. Since SemiWiki readers … Read More


The TSMC iPhone 6!

The TSMC iPhone 6!
by Daniel Nenni on 09-23-2014 at 7:00 am

Fortunately Paul McLellan and I missed IDF. Paul was atop Mt. Kilimanjaro and I was in Taiwan signing books. After reviewing the materials and watching the videos we really didn’t miss much in regards to mobile so no regrets. The Apple event would have been fun even though I won’t be buying an iPhone6 or an iWatch and I will tell you why.… Read More


Intel Core M vs Apple A8!

Intel Core M vs Apple A8!
by Daniel Nenni on 09-14-2014 at 10:00 am

There were two big announcements last week right in my backyard and I missed them both! Instead, I was in Taiwan investigating yet another big development and all three of these events will intersect next year, absolutely.

At IDF in San Francisco Intel outlined the new 14nm Core M. This is an impressive CPU, one that will fill the now… Read More


The iPhone6 will have TSMC 20nm, Absolutely!

The iPhone6 will have TSMC 20nm, Absolutely!
by Daniel Nenni on 07-13-2014 at 11:00 am

TSMC 20nm is one of the most talked about nodes on SemiWiki with lots of speculation and debate surrounding it. It’s interesting to look back at what we thought would happen to see if it actually did happen so let’s do that now. According to Google there are 411 articles referencing 20nm on SemiWiki, let’s visit a couple of the… Read More