Xilinx At 28nm: Keeping Power Down

Xilinx At 28nm: Keeping Power Down
by Paul McLellan on 09-08-2013 at 2:26 pm

Almost without exception these days, semiconductor products face strict power and thermal budgets. Of course there are many issues with dynamic power but one big area that has been getting increasingly problematic is static power. For various technical reasons we can no longer reduce the voltage as much as we would like from one… Read More


Asian Embargoes

Asian Embargoes
by Paul McLellan on 09-07-2013 at 8:00 pm

[This blog embargoed until 10am China time]

An interesting thing happened to me this week. I had two press briefings. No, that wasn’t the interesting thing and if you have sat through a press briefing you will not regard them as recreation. I do it for you, Semiwiki readers. Even though, as this week, the briefings are given … Read More


A Brief History of TSMC OIP

A Brief History of TSMC OIP
by Paul McLellan on 09-01-2013 at 9:00 pm

The history of TSMC and its Open Innovation Platform (OIP) is, like almost everything in semiconductors, driven by the economics of semiconductor manufacturing. Of course ICs started 50 years ago at Fairchild (very close to where Google is headquartered today, these things go in circles). The planarization approach, whereby… Read More


Foundry 2.0: Why It Is Different And Why You Should Care

Foundry 2.0: Why It Is Different And Why You Should Care
by Paul McLellan on 08-29-2013 at 5:22 pm

If you have been to an Ajit Manocha keynote recently, he talks a lot about Foundry 2.0. I covered his keynote at Semicon West in July here. Dan Hutcheson of VLSI Research interviewed Ajit about this new business model to identify it, see how it was different and see how GlobalFoundries were executing the model differently from the … Read More


Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?

Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
by Paul McLellan on 08-24-2013 at 3:23 pm

I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts… Read More


TSMC Q2 Results: Up 17%; 20nm and 16nm on track

TSMC Q2 Results: Up 17%; 20nm and 16nm on track
by Paul McLellan on 07-24-2013 at 10:47 am

TSMC announced their Q2 financial results yesterday. Revenue was $5.2B (at the high end of guidance) with net income of $1.6B. This is up 17.4% on Q1 and up 21.6% year-to-year. Gross margin is up too, at 49% which is up 3.2 points on Q1 and 0.3 points year-to-year. As usual the financial results are not directly that interesting since… Read More


Ajit’s Semicon Keynote

Ajit’s Semicon Keynote
by Paul McLellan on 07-18-2013 at 4:23 pm

The opening keynote to this year’s Semicon West was by Ajit Manocha, the CEO of GlobalFoundries entitled Foundry-driven Innovation In the Mobility Era. It is no secret that mobile applications, especially smartphones and tablets, are the most significant semiconductor market today. It is not just large, it is disruptive.… Read More


Novati Covers the Periodic Table

Novati Covers the Periodic Table
by Paul McLellan on 07-16-2013 at 4:59 pm

Novati is a semiconductor company that you probably haven’t heard of. It has its roots in Sematech back when Sematech was mainly in Austin rather than New York where it is today. The Sematech fab first became an independent company and then acquired by SVTC and operated under that name for 4 years. Finally, last the investors… Read More


GSA Awards Deadline Looming + GSA Entrepreneurship Conference

GSA Awards Deadline Looming + GSA Entrepreneurship Conference
by Paul McLellan on 07-05-2013 at 5:09 am

GSA has award for various categories that are presented at their annual awards dinner. This year’s dinner will be on Thursday December 12th at the Santa Clara Convention Center.

Some of the awards have now passed their cutoff date. But a few remain open until July 12th (hurry, just one more week):

  • Startup to Watch Award
  • Most
Read More

A Brief History of VLSI Technology, part 1

A Brief History of VLSI Technology, part 1
by Paul McLellan on 07-01-2013 at 8:15 pm

VLSI Technology was founded in 1981 by Dan Floyd, Jack Baletto and Gunnar Wetlesen who had worked together at Signetics. The initial investments were by Hambrecht and Quist, a cross between a VC and a bank, and by Evans and Sutherland, the simulation/graphics company.

The fourth person to join the company was Doug Fairbairn. He … Read More