The foundry landscape is changing again and it is definitely something that should be discussed. There are some people, mostly influenced by Intel, that feel the foundry business has hit the wall at 20nm which couldn’t be further from the truth. After spending 30 years working in Silicon Valley, I have experienced a lot of change… Read More
Tag: broadcom
Why SOI is the Future Technology of Semiconductor
No doubt that FDSOI generate high interest these days and I found a very interesting contribution from Zvi Or-Bach, President and CEO of MonolithIC 3D, Inc. Zvi has accepted to share his wrap-up from IEDM, in a blog for Semiwiki readers. If you remember the long discussion we had in Semiwiki about cost comparison, some comments were… Read More
TSMC OIP: Mentor’s 5 Presentations
At TSMC’s OIP on October 1st, Mentor Graphics have 5 different presentations. Collect the whole set!
11am, EDA track. Design Reliability with Calibre Smartfill and PERC. Muni Mohan of Broadcom and Jeff Wilson of Mentor. New methodologies were invented for 28nm for smart fill meeting DFM requirements (and at 20nm me may … Read More
Smartphone Shipment Explosion Sustained by $50-$75 devices, Mostly in China
Until recently, talking about smartphone incredible shipment growth was understood as shipments of A5 iPhone or Galaxy Note, and this was true. Devices priced at $500 or more are shipping like baguette in Paris, but this fact is only true in Europe, Korea, Japan or USA. Does that means that people living populated countries like… Read More
Intel and Altera Sign on for 14nm
The announcement today that Intel will be a Foundry for Altera at 14nm is a significant turning point for the Semiconductor Industry and Intel’s Foundry fortunes of which the full ramifications are not likely to be understood by analysts. As a long time follower of Intel and a former co-founder of an FPGA startup (Cswitch), it has… Read More
The New "Mobile Foundry" Era: Whose Wheelhouse?
Nothing seems to raise the Visceral Ire of Semiwiki readers like the two words: Intel and Foundry. To get maximum steam coming out of the ears make sure you combine the two words in a sentence. Something along the lines like: Intel is Now Going to be a Leader in the Foundry Business. Pause…..Ok catch your breadth and now let’s move on … Read More
Intel’s x86 – Foundry Breakup Comes into View
The announcement by Intel during their January earnings call that they were going to hike Capex in 2013 over 2012 left many folks scrambling as to the reasons and the what-the hecks? Here was a company that was exiting 2012 with 50% utilization of their advanced 22nm process and yet signaling more building was to come. Furthermore,… Read More
Semiconductors Down 2.7% in 2012, May Grow 7.5% in 2013
The world semiconductor market in 2012 was $292 billion – down 2.7% from $300 billion in 2011, according to WSTS. The 2012 decline followed a slight gain of 0.4% in 2011. Fourth quarter 2012 was down 0.3% from third quarter. The first quarter of the 2013 will likely show a decline from 4Q 2012 based on typical seasonal patterns and the… Read More
Andy Bryant Will Now Lead Intel Into The Foundry Era
The announcement that Paul Otellini will step down in May 2013 is extraordinary in the history of the way Intel makes CEO transitions. They are thoughtful, deliberate and years in the making, unlike today’s announcement. Twenty years ago Otellini and Andy Bryant were in the top echelon of Andy Grove’s executive team and … Read More
Altera’s Real Impact with ARM based SOC FPGAs
At the annual Linley Processor Conference this past week a number of chip vendors proposed a raft of new networking solutions directed at solving today’s bandwidth issues. Perhaps the overall highlight of the conference was the recognition by Keynote Speaker Linley Gwennap of the shift that is taking place towards ARM based solutions.… Read More