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:
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
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
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
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
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
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
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
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
Building flash memory for automotive is not straightforward. Just look at the specs you have to meet for grade 1 qualification:
GlobalFoundries have been working with Silicon Storage Technology (which is a wholly-owned… Read More
