We all know that building advanced semiconductors is a team sport. Many design parameters and processes must come together in a predictable, accurate and well-orchestrated way to achieve success. The players are diverse and cover the globe. Assembling all the information required to optimize the project in one place, with the… Read More
In December 2023, we published the Intel Revenue forecast for external wafer sales, gave a breakdown on how customers plan to ramp the foundry. The forecast is still valid (it assumes Intel executes on all plans) but since then we have a better understanding of Intel’s strategy and scenarios that could unfold.
The scenarios… Read More
More than two years ago, Synopsys launched its AI-driven design space optimization (DSO.ai) capability. It is part of the company’s Synopsys.ai EDA suite, an outcome of its overarching AI initiative. Since then, DSO.ai has boosted designer productivity and has been leveraged for 270 production tape-outs. DSO.ai uses machine… Read More
As more than 343 people (and counting) know, we will be releasing the 2019 updated PDF version of our first book “Fabless: The Transformation of the Semiconductor Industry” via handout at a live webinar. The response has been overwhelming and I want to personally thank you. The webinar will be a brief overview of the book with a question… Read More
“Data management tools? We use small teams doing small designs. Each project only has two or three designers. Everyone uses the same EDA tools. Why do we need another tool for collaboration?” Good question. If you enjoy frequent meetings and redoing work because someone didn’t understand the status of IP blocks, the answers may… Read More
Intel’s news at IDF this week about partnering with ARM for foundry services on 10nm set off some wild speculation. It’s not a surprise that ARM would enable Intel – they’ve worked together before, ARM is an equal opportunity ecosystem partner, and ARM has publicly announced 10nm cores taped out at TSMC.… Read More
If you’re in the chip biz in Silicon Valley, check out the SOI Consortium FD-SOI Symposium on April 13th in San Jose. They’ve been running these things since 2009, and I have to say that this one is the most comprehensive to date. Headliners include Cisco, Sony, NXP, SigmaDesigns, ARM, Ciena plus the big FD-SOI foundries,… Read More
Not only are foundries continuing to introduce processes at new advanced nodes, they are frequently updating or adding processes at existing nodes. There are many examples that illustrate this well. TSMC now has 16FF, 16FF+ and now 16FFC. They are also announcing 10nm and 7nm processes. In addition, they are going back to older… Read More
In a consolidating semiconductor business environment and innovation in semiconductor fabrication already scaling new heights with existing strong players, where do you think the wafer capacity should concentrate? It’s pure-play foundries or pure-play-like foundries, and those who supply high-volume common components… Read More
Albert Einsteinhad said, “In the middle of difficulty lies opportunity”. In today’s world dominated by technology, or I must say internet which has initiated collaborative information sharing, “leading from the middle” is the new mantra of life.… Read More
