At TSMC’s OIP Symposium recently, Xilinx announced that they would not be building products at the 10nm node. I say “announced” since I was hearing it for the first time, but maybe I just missed it before. Xilinx would go straight from the 16FF+ arrays that they have announced but not started shipping, and to the… Read More
Tag: foundry
TSMC OIP: What to Do With 20,000 Wafers Per Day
Today it is TSMC’s OIP Ecosystem Innovation forum. This is an annual event but is also a semi-annual update on TSMC’s processes, investment, volume ramps and more. TSMC have changed the rules for the conference this year: they have published all the presentations by their partners/customers. Tom Quan of TSMC told… Read More
eSilicon Truly Puts the ‘e’ in Silicon
eSilicon have a new website. Companies update their websites regularly, so why is this news? Well, eSilicon increasingly does their business on the web. They are not like Facebook, say, where their business is entirely web-based, there is a physical business behind them. So they are more like Lyft for chips. Obviously Lyft requires… Read More
TSMC is the Top Dog in Pure-Play Foundry Business
We all have echoed the fact that the arrival of fabless business model in the semiconductor industry has transformed it completely. The book, “Fabless: The Transformation of the Semiconductor Industry” provides several stories around that. In the backdrop of that, one key point to ponder upon is the start of pure-play foundries;… Read More
Meeting Demand as Fab Capacity is Stretched Again
Global semiconductor production capacity and its utilization level are key elements of the technology economy. During a panel at DAC in June Mentor Graphics posited that we are entering into a period where leading edge processes will be in high demand and also older nodes are seeing increasing demand due to Internet of Things designs… Read More
GlobalFoundries FD-SOI. Yes, It’s True
There have been rumors around for months (even on Semiwiki here) but today it is official. GlobalFoundries announced 22FDX which is a 22nm FD-SOI platform. GF announced that they had licensed FD-SOI from STMicroelectronics a couple of years ago and then…nothing. I just assumed it was a marketing deal that would be driven… Read More
A Closer Look at Fab Closures Around the World
Electronics is unusually an evergreen industry where companies make profit, yet end-product prices go down significantly after a brief period of price skimming. A product phases out quite fast (in case of smartphones every 1.5 to 2 years), but still yields big bucks for successful companies in its value-chain. How does this happen?… Read More
GlobalFoundries Adds RF to 28nm
The internet of things (IoT) or internet of everything is a term that is into the red zone on the hype-meter. But it does genuinely have something of substance behind the hype. The thing that is a little deceptive is that the IoT term makes it sound like it is a market, but in fact it is several different markets: medical, automotive, … Read More
Synopsys Earnings Call
Synopsys had their earnings announcement and call last week. They were good. In Aart’s own words:I’m happy to report that our second quarter results were very strong and solidify our outlook for the full year. We delivered revenue of $557 million, non-GAAP earnings per share of $0.68 and $155 million in operation cash flow.… Read More
eSilicon Lyfts Its Game
We have got used to services like Uber and Lyft (at least in cities that are not so anti-consumer as to ban them, I’m looking at you New York. Et vous Paris). But in most of the semiconductor world we are still stuck standing at the side of the road waving our hand helplessly in the hope that the light on that taxi is actually on. Leading… Read More