The big Apple iProduct announcement was today so I thought it would be a good time to premier a draft of the Apple chapter in our upcoming book. Try as I might I was unable to get one of the 7,000 tickets to the live event (it was like getting a Willy Wonka golden ticket!) so I live streamed it from my iPhone like millions of other people. It… Read More
Tag: fabless semiconductor
How to Engage with the Fabless Semiconductor Ecosystem
SemiWiki is absolutely the best place to start of course. You can read observations, opinions, and experiences on a wide variety of semiconductor related topics from semiconductor professionals around the world. You can also mingle with the 653,105+ people who visit SemiWiki in the comment sections and the forum. Registration… Read More
A Brief History of the Foundry Industry, part 1
The fundamental economics of the semiconductor industry are summed up in the phrase “fill the fab.” Building a fab is a major investment. With a lifetime of just a few years, the costs of owning a fab are dominated by depreciation of the fixed capital assets (the building, the air and water purification equipment, the manufacturing… Read More
A Brief History of the Fabless Semiconductor Ecosystem
Clearly the fabless semiconductor ecosystem is driving the semiconductor industry and is responsible for both the majority of the innovation and the sharp decline in consumer electronics costs we have experienced. By definition, a fabless semiconductor company does not have to spend the time and money on manufacturing related… Read More
TSMC 28nm Update Q3 2012!
Reports out of Taiwan (I’m in Hsinchu this week) have TSMC more than doubling 28nm wafer output in Q3 2012 due to yield improvements and capacity increases while only spending $3.6B of the $8.5B forecasted CAPEX! Current estimates have TSMC 28nm capacity at 100,000 300mm wafers (+/- 10%) per month versus 25,000 wafers reported… Read More
A Brief History of the Fabless Industry
Even though most of us have witnessed the emergence of the fabless semiconductor industry it is still good to go back and remember how we got to where we are today, to realize that the semiconductors that you now hold in your hand were enabled by the rise of the fabless semiconductor business model. This is the first in a series of blogs… Read More