DesignCon 2023 Panel Photonics future: the vision, the challenge, and the path to infinity & beyond!

DesignCon 2023 Panel Photonics future: the vision, the challenge, and the path to infinity & beyond!
by Raha Vafaei on 02-28-2023 at 6:00 am

Image 1 1

The explosion in volume and consumption of data, fueled by industry trends in virtualization, networking, and computing among others, continues to push photonic solutions forward into leading positions. On Feb 2nd, I attended a panel by Ansys at DesignCon that brought together industry experts from Intel, GlobalFoundries,… Read More


Samsung Versus TSMC Update 2022

Samsung Versus TSMC Update 2022
by Daniel Nenni on 12-02-2022 at 6:00 am

TSMC Versus Samsung

After attending the TSMC and Samsung foundry conferences I wanted to share some quick opinions about the foundry business. Nothing earth shattering but interesting just the same. Both conferences were well attended. If we are not back to the pre pandemic numbers we are very close to it.

TSMC and Samsung both acknowledged that there… Read More


Podcast EP126: Unifying RF and Optics with POET’s Optical Interposer Platform

Podcast EP126: Unifying RF and Optics with POET’s Optical Interposer Platform
by Daniel Nenni on 11-25-2022 at 10:00 am

Dan is joined by Dr. Suresh Venkatesan, chairman and CEO, POET Technologies. Suresh joined POET Technologies from GLOBALFOUNDRIES where he served as senior vice president, Technology Development. He is an industry veteran with over 22 years of experience in semiconductor technology development. Prior to joining GLOBALFOUNDRIES,… Read More


AMAT and Semitool Deja Vu all over again

AMAT and Semitool Deja Vu all over again
by Robert Maire on 11-24-2022 at 6:00 am

Lam SemiWiki SemiSysco

-Lam/Semisysco is a repeat of AMAT/Semitool
-Adds wet processing that larger companies lack
-Semisysco tools amazingly similar to those made by Semitool
-Lightning strikes twice for Ray Thompson

Deja Vu all over again

In a clear example of history repeating itself, Lam Research bought Semisysco, a company founded by Ray Thompson,… Read More


The New Normal for Semiconductor Manufacturing

The New Normal for Semiconductor Manufacturing
by Daniel Nenni on 05-27-2022 at 6:00 am

200mm 300mm Semiconductor Capacity

One of the recent live events I attended was the 2022 GSA Silicon Leadership Summit on May 12th at the Santa Clara Convention Center (my favorite location). This was the first GSA live event in two years so it was a must attend gathering. This event targets semiconductor ecosystem executives (200+ people attended) so there were many… Read More


Podcast EP80: The Future of Silicon Photonics with Dr. Anthony J. Yu

Podcast EP80: The Future of Silicon Photonics with Dr. Anthony J. Yu
by Daniel Nenni on 05-18-2022 at 8:00 am

Dan is joined by Dr. Anthony J. Yu, vice president of the Computing and Wired Infrastructure (CWI) Business Unit at GlobalFoundries (GF), where he is responsible for providing differentiated photonic manufacturing services and solutions to clients across multiple industries. Prior to being named VP of CWI, Dr. Yu was vice… Read More


Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly

Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly
by Daniel Nenni on 05-04-2022 at 10:00 am

Dan is joined by Terry Daly, a 35-year veteran of the semiconductor industry, former senior VP at GLOBALFOUNDRIES and an executive at IBM Microelectronics. Terry is currently an independent consultant, and also a Senior Fellow at the Council on Emerging Market Enterprises at The Fletcher School of Law & Diplomacy at Tufts… Read More


IBM at IEDM

IBM at IEDM
by Scotten Jones on 01-10-2022 at 6:00 am

Vertical FET process

IBM transferred their semiconductor manufacturing to GLOBALFOUNDRIES several years ago but still maintains a multibillion-dollar research facility at Albany Nanotech. IBM is very active at conferences such as IEDM and appears to have a good public relations department because they get a lot of press.

At the Litho Workshop … Read More


Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO

Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO
by Robert Maire on 10-31-2021 at 6:00 am

GF TSMC Intel

“Super” Moore’s Law- 5 nodes in 4 years- Too good to be true?
Gelsinger said “Intel will be advantaged with High NA EUV”
Ponte Vecchio better with “TSMC Inside”
Global Flounders IPO as price drops on public debut

Lets do the time warp again….(apologies to Riff Raff)

Its just … Read More