[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
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
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
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 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
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 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 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):
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
I listened to Dan Niles’s quarterly report that he does for GSA. He had a lot of the usual background data on savings rates and GDP growth, but the big story is that everything changed on May 22nd and that this will turn out to be a very significant moment. That was the day that the Fed basically announced that it would start to “taper”… Read More
