The GF Pivot, Specialization Defined

The GF Pivot, Specialization Defined
by Randy Smith on 10-04-2019 at 6:00 am

On August 27, 2018, GLOBALFOUNDRIES (GF) announced that they were no longer going to compete in the race to the next smaller semiconductor node, at that time, the 7nm node. While surprising to some, on further analysis this move made sense. TSMC had announced its plan to invest around $25B in the 5nm technology node. GF revenue is … Read More


GLOBALFOUNDRIES Ready for IPO in 2022?

GLOBALFOUNDRIES Ready for IPO in 2022?
by Daniel Nenni on 09-28-2019 at 6:00 am

Hard to believe but it’s the 10th anniversary of Globalfoundries. What a journey this has been. It truly has been an honor to work with GF over the years as they invested many billions of dollars in the fabless semiconductor ecosystem and added a colorful chapter in semiconductor history, absolutely.

We have written hundreds of … Read More


GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?

GloFo & TSMC lawsuit- A Surrogate Trade War- Pushing TSMC into China’s open arms?
by Robert Maire on 08-29-2019 at 10:00 am

Image RemovedSurrogate Wars
Is GloFo using the trade war as an excuse?
Does TSMC get lumped in with China on trade?
Does this alienate TSMC into China’s embrace?

Much like Vietnam and Korea before it, there have been a number of “surrogate” wars between the US and China as well as many other wars between the US and… Read More


Semicon West 2019 – Day 4 – Soitec

Semicon West 2019 – Day 4 – Soitec
by Scotten Jones on 08-21-2019 at 6:00 am

Image RemovedLast year at Semicon I sat down with Soitec and got an update on the company. You can read my write up from last year here. A key point last year was Soitec was continuing to be profitable and grow after several years of financial struggles.

On Thursday, July 11th I got to sit down with Soitec’s CEO, Paul Boudre and … Read More


Webinar – Fabless: The Transformation of the Semiconductor Industry 2019 Update!

Webinar – Fabless: The Transformation of the Semiconductor Industry 2019 Update!
by Daniel Nenni on 08-10-2019 at 6:00 am

Image RemovedAs more than 343 people (and counting) know, we will be releasing the 2019 updated PDF version of our first book “Fabless: The Transformation of the Semiconductor Industry” via handout at a live webinar. The response has been overwhelming and I want to personally thank you. The webinar will be a brief overview of the… Read More


User2User Silicon Valley 2019

User2User Silicon Valley 2019
by Daniel Nenni on 04-22-2019 at 7:00 am

Image RemovedThis will be one of the more interesting Mentor User Group Meetings now that the Siemens acquisition has fully taken effect and the new management team is in place. The Mentor User Conference is at the Santa Clara Marriott, Santa Clara, California on May 2, 2019 from 9:00 am to 6:00pm.

Remember, in 2017 Siemens acquired… Read More


Semiconductor Foundry Landscape Update 2019

Semiconductor Foundry Landscape Update 2019
by Daniel Nenni on 03-29-2019 at 5:00 am

Image RemovedThe semiconductor foundry landscape changed in 2018 when GLOBALFOUNDRIES and Intel paused their leading edge foundry efforts. Intel quietly told partners they would no longer pursue the foundry business and GF publicly shut down their 7nm process development and pivoted towards existing process nodes while … Read More


GLOBALFOUNDRIES UPDATE 2019

GLOBALFOUNDRIES UPDATE 2019
by Daniel Nenni on 03-04-2019 at 12:00 pm

Image RemovedThe GLOBALFOUNDRIES story has been one of the more interesting ones inside the fabless semiconductor ecosystem. It started in 2008 when AMD announced a partnership with ATIC of Abu Dhabi to create a new joint venture company to become the world’s first truly global semiconductor foundry. On March 4[SUP]th[/SUP]… Read More


LithoVision 2019 – Semiconductor Technology Trends and their impact on Lithography

LithoVision 2019 – Semiconductor Technology Trends and their impact on Lithography
by Scotten Jones on 03-01-2019 at 12:00 pm

I was asked to present at Nikon’s LithoVision event again this year. LithoVision is held the day before the SPIE Advanced Lithography Conference also in San Jose. The following is a write up of my talk.… Read More


Synopsys GLOBALFOUNDRIES and Automotive IP

Synopsys GLOBALFOUNDRIES and Automotive IP
by Daniel Nenni on 02-28-2019 at 12:00 pm

IP vendors have always had the inside track on the status of new process nodes and what customers are planning for their next designs. This is even more apparent now that systems companies are successfully doing their own chips by leveraging the massive amounts of commercial IP available today. Proving once again that IP really … Read More