At Semicon Japan a few days ago, Subi Kengeri of GlobalFoundries delivered the keynote. While he covered a number of topics, using Tokyo’s recent win of the 2020 Olympics as a hook, one major theme was the increasing importance of processes other than the bleeding edge digital processes that get all the news.
What is leading… Read More
GlobalFoundries has been in Singapore for a long time. Longer than GlobalFoundries has existed in fact. Chartered Semiconductor was started in Singapore in 1987 and GF acquired them in early 2010 less than a year after they were created by spinning out the manufacturing arm of AMD. When GF was started their state of the art fab was… 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
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
What do nVidia, Freescale and GlobalFoundries have in common? They are semiconductor companies? They are ARM licensees? They are doing 28nm chips? They all have the letter ‘a’ in their names?
All true, but that’s not what I was thinking of. But the letter ‘a’ is a clue since Apache (and Ansys) begin with ‘a’. All three companies have… Read More
Global Foundries will be at DAC in booth 1314. There will be 6 pods there demonstrating:
I hosted a webinar today for GlobalFoundries. Yes, I know that today was TSMC’s Technology Symposium, we weren’t that smart when we picked the date. It was basically a “fireside chat” with me as the moderator asking the questions and Paul Colestock and Aabid Husain as my guests. We actually did it at Cadence… Read More
The world is analog and despite enormous SoCs in the most leading-edge process node being the most glamorous segment of the semiconductor industry, it turns out that one of the fastest growing segments is actually analog and power chips in older process technologies. Overall, according to Semico, analog and power ICs, including… Read More
Part 1 here.
The line between fabless semiconductor companies and IDMs has blurred over the last decade. Back in the 1990s, most IDMs manufactured most of their own product, perhaps using a foundry for a small percentage of additional capacity when required. But their own manufacturing was competitive, both in terms of the capacity… Read More
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
