Earlier in the week I wrote about GlobalFoundries announcement of 22nm FD-SOI. At SEMICON West there were three events that filled in some more details. First, on Tuesday, a lunch presentation given by SOITEC who make the wafer blanks that FD-SOI requires. Then on Wednesday I sat down for an hour with Gary Patton and Subi Kengeri … Read More
Tag: globalfoundries
SEMICON Day 2: Outlook and Keynote Panel
The second day of SEMICON West opened with a press conference. Since it was at 7.30 in the morning we all needed the coffee that they provided. For those of us that remember the glory days of DAC some of the statistics were depressing:
- 45th year (hey, we got them beat on at least one statistic)
- 692 exhibitors
- 136 new exhibitors (about
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
The New York Times Announces 7nm
Everyone is somewhat focused on the march of process nodes. Moore’s Law, although I think that with the breach between technology and cost that may be changing. Moore’s Law was about the lowest cost way to get a given number of transistors manufactured. But now the lowest cost and the highest density are diverging. … Read More
GlobalFoundries Endorse ST/LETI FD-SOI 22nm!
The LETI days and the associated FD-SOI workshop took place in Grenoble (France) last week and I could not attend in person… but I had the opportunity to speak with LETI CEO Marie Semaria. Before going into details into the 3 key messages from the LETI (FD-SOI, Silicon Impulse and Cool Cube), it’s important to share the great news from… Read More
Global Foundries Completes IBM Semiconductor Acquisition
Today the deal for GlobalFoundries to acquire IBM’s semiconductor division closed, having had regulatory clearance from Committee on Foreign Investment in the United States a couple of days ago. GlobalFoundries is, of course, owned by Mubadala which is owned by the government of the Abu Dhabi, and I have heard that there… 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
IBM Design Tools in the Cloud: Big News or Old News?
One announcement that I missed coming up to the Design Automation Conference last week was that SiCAD is hosting a portfolio of IBM’s design automation tools in the cloud. Supposedly these are priced half the cost of similar capability from Cadence, Synopsys and Mentor. So should the big three be worried? Is this an earth-shattering… 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
Changing Trends at the Top of Semicon Space
As we have moved down from a CAGR of ~9% over last three decades to a CAGR of ~5% in the current decade, it’s time to check the realities. It can be definitely argued that a 5% of CAGR over a solid base of ~$378 billion should be considered good enough. In my view that’s the sign of maturity in the semiconductor market. At the same time we are… Read More