Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it

Its all about the Transistors- 57 Billion reasons why Apple/TSMC are crushing it
by Robert Maire on 10-20-2021 at 8:00 am

Apple M1

The Apple event today was essentially a reveal of the latest and greatest silicon coming out of the Apple/TSMC partnership and how far ahead of everything else it is. The Mac was simply an aluminum container for the new silicon.

More importantly the event and specs of the TWO new chips, the M1 Pro and the M1 Max demonstrate that the M1… Read More


TSMC Wafer Wars! Intel versus Apple!

TSMC Wafer Wars! Intel versus Apple!
by Daniel Nenni on 08-18-2021 at 10:00 am

Intel TSMC SemiWiki

The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. We have been talking about this for some time on SemiWiki so this is nothing new. Unfortunately, the article mentioned wafer and delivery date estimates that are unconfirmed and from what I know, completely out of line. … Read More


Apple’s Orphan Silicon

Apple’s Orphan Silicon
by Paul Boldt on 07-11-2021 at 6:00 am

T2 die anno lr

Apple’s recent Spring Loaded Event brought us M1-based iMacs.  After the MacBook Air and 13” MacBook Pro in the fall, iMacs are the third Mac to jettison Intel processors.  With this transition Apple’s T2 chip enters End of Life status, so to speak.  The T2 is a bit of an enigma and now it does not have much time left.

We know it performs… Read More


From Silicon To Systems

From Silicon To Systems
by Daniel Payne on 05-31-2021 at 10:00 am

digitalization min

The annual Siemens Digital Industries Software user group event was held virtually on May 26th, which made it easy to attend from my home office, although selecting from the list of speakers was a challenge, because they offered 475 sessions, wow. My focus is EDA, so I listened to Joseph Sawicki, the Executive Vice President, IC … Read More


“For Want of a Chip, the Auto Industry was Lost”

“For Want of a Chip, the Auto Industry was Lost”
by Robert Maire on 02-11-2021 at 10:00 am

Auto Assembly Line

Semiconductor production can’t be turned on and off like a switch

Semiconductor fabs have to run 24/7 to make money. They have to be running full all the time to fully utilize the high running costs and in the case of new fabs, high capital costs.

Unlike a brake pad factory hat can hire and fire people at will and source readily … 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.

Read More

5 Things You Need to Plan for System Custom Silicon

5 Things You Need to Plan for System Custom Silicon
by Raul Perez on 12-13-2020 at 10:00 am

logo4semiwiki

I used to be part of the custom silicon management team at Apple.  I’ve seen how great a challenge it is to pull off a custom silicon strategy within a one year product cycle. Apple is the perfect example of this custom silicon model since they develop the best mobile processors in the world for their products. Which also includes otherRead More


Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
by Dylan Patel on 12-11-2020 at 6:00 am

Apple 14 TSMC 5nm Transister Packing 1

Our friends over at ICmasters have delved into the package of the Apple A14 Bionic. The die size has been unmasked, and it stands in at 88mm2. Despite cramming in 11.8 billion transistors, the die size is incredibly small thanks to utilization of TSMC’s 5nm process node.

The march of progress is not all rosy. Apple’s chips have historically… 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


TSMC Sets the Stage for a Great 2021!

TSMC Sets the Stage for a Great 2021!
by Daniel Nenni on 10-16-2020 at 10:00 am

TSMC Revenue Analysis 2020

TSMC is the bellwether for not just the semiconductor industry but the worldwide economy. TSMC makes semiconductors, semiconductors are where electronics begin and electronics are the foundation of modern life, absolutely.

Apple is also a key economic indicator and as we all know Apple is a strategic partner of TSMC. The Apple… Read More