Update: Who will manufacture the Apple A9?

Update: Who will manufacture the Apple A9?
by Daniel Nenni on 01-04-2015 at 12:00 am

Last August I presented possible scenarios for the manufacturing of the Apple A9 processor. Quite a bit has changed since then so I think it is worth revisiting. There has also been quite a lot of misinformation in the press which is now pretty much a daily thing. Attending the IEDM conference last month really was a stark difference… Read More


Facts Support New Emergence in Semiconductor Landscape

Facts Support New Emergence in Semiconductor Landscape
by Pawan Fangaria on 01-03-2015 at 9:00 am

As we left an exciting year 2014 which is poised to record 7+ % increase in semiconductor revenue (~ $338 B) compared to 2013 (~ $315 B) and entered into another promising year 2015 for semiconductors, I looked back over the year bygone and collected inferences from some of the major important events which clearly convey how 2015 can… Read More


GlobalFoundries did NOT Pull the Emergency Brake!

GlobalFoundries did NOT Pull the Emergency Brake!
by Daniel Nenni on 12-31-2014 at 10:00 am

Barron’s again published an unsubstantiated semicondutor rumor that is making the rounds. It all started with a Christmas day blog by Robert Maire who is a long time semiconductor analyst. Please note that he is not a semiconductor professional (someone who actually works in the industry) but he certainly does know people who … Read More


ANSYS Updates RedHawk for FinFET Nodes

ANSYS Updates RedHawk for FinFET Nodes
by Tom Simon on 12-30-2014 at 7:00 am

Most designers are not using FinFETs yet, however the increased transistor density and power advantages they offer are compelling. Smaller feature sizes have been a consistent driver in semiconductor technology. Eventually the market will move more and more to FinFET processes, increasingly leaving behind planar transistors.… Read More


Variation: How Can We Survive?

Variation: How Can We Survive?
by Paul McLellan on 12-24-2014 at 12:57 pm

At IEDM last week Coventor hosted a panel session as they do each year. The theme this year was surviving variation. The panel was hosted by someone whose name is familiar round here, Dan Nenni. The panel that Coventor had put together had people from all sorts of different slots in the design/supply chain for semiconductor. Unfortunately… Read More


IEDM: TSMC, Intel and IBM 14/16nm Processes

IEDM: TSMC, Intel and IBM 14/16nm Processes
by Paul McLellan on 12-16-2014 at 7:10 am

This week is IEDM. Three of the presentations today were by TSMC, Intel and IBM going over some of the details of their 14/16nm processes. They don’t provide the slides at IEDM, just the single page papers so this may end up being a somewhat random collection of facts.

TSMC were up first. They talked about the improvements that… Read More


What makes the world smart?

What makes the world smart?
by Pawan Fangaria on 11-25-2014 at 4:00 pm

The simple answer is when everything in the world is smart. But if you think deeply, you would find that the continuous progression to make things easy in life is what makes the world smarter day-by-day – the sky is the limit. In the world of computing, consider the 17[SUP]th[/SUP] century era when humanbrain was used as a computer … Read More


Global Foundries and IBM, More Details

Global Foundries and IBM, More Details
by Paul McLellan on 11-21-2014 at 7:00 am

Now that the dust has started to settle on the GlobalFoundries acquisition of IBM’s semiconductor business it is possible to look into another level of detail about what GlobalFoundries will be acquiring in the way of technology and IP. Of course, the deal hasn’t formally closed yet so this won’t all happen … Read More


The GF IBM Deal Explained!

The GF IBM Deal Explained!
by Daniel Nenni on 10-28-2014 at 10:00 pm

I have it on pretty good authority that IBM has in fact come to terms with GlobalFoundries on the sale of their semiconductor business, or so I blogged last month. Did I mention that my grandparents and their many siblings settled in Upstate NY in the early 1900s from Italy via Ellis Island? So yes, I do qualify as an insider:

Insider Read More


Key Collaboration to Enable Designs at Advanced Nodes

Key Collaboration to Enable Designs at Advanced Nodes
by Pawan Fangaria on 10-03-2014 at 10:00 pm

In the semiconductor ecosystem, several partners (or better to say stakeholders) join together in the overall value chain to finally output the most coveted chip, err I should say SoC these days. It becomes really interesting when we start analyzing the real value added by each of them, none appears to be less. Well, then to whom … Read More