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 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
“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
Previous SemiWiki articles have discussed the introduction of embedded Spin-Transfer Torque Magnetoresistive RAM IP from GLOBALFOUNDRIES, as an evolution replacement for non-volatile embedded flash memory. (link, link)
Those articles described the key features of STT-MRAM technology, but didn’t delve into a key reliability… Read More
Intel reportedly talking to Abu Dhabi to buy GloFo for $30B
Would jumpstart Intel Foundry but require investment & repair
Avoids IPO risk – Allows Abu Dhabi escape- NY benefits
Doesn’t impact near term shortage or market share
Reported by WSJ- Intel in talks to buy GloFo
The Wall Street Journal reported that Intel… Read More
Semiconductor manufacturers are expanding capital spending in 2021 and beyond to help alleviate shortages. In addition, many governments around the world are proposing funding to support semiconductor manufacturing in their countries.
The United States Senate this month approved a bill which includes $52 billion to fund… Read More
-A repeat of the auto industry bailout of self inflicted issues?
-Not just money but systemic change is needed
-Perhaps chips need an Elon led revolution like autos & space
-Govt $ need focus not thrown into existing spend avalanche.
Are chips a replay of the auto industry bailout a decade ago? Deja Vu all over again.
The… Read More
