STT MRAM Highlights from IEDM 2019

STT MRAM Highlights from IEDM 2019
by Don Draper on 01-02-2020 at 6:00 am

IEDM 2019 Logo

IEDM 2019 had the theme: “Innovative Devices for an Era of Connected Intelligence” of which MRAM is a leading contributor.  Following a very informative Plenary Session, Monday afternoon led off with Session 2: Memory Technology – STT-MRAM.  This session has seven important STT-MRAM papers describing the progress of this … Read More


IEDM 2019 – Applied Materials panel EUV Recap

IEDM 2019 – Applied Materials panel EUV Recap
by Scotten Jones on 12-23-2019 at 10:00 am

On Tuesday night of IEDM, Applied Materials held a panel discussion “The Future of Logic: EUV is Here, Now What?”. The panelists were: Regina Freed, managing director at Applied Materials as the moderator, Geoffrey Yeap, senior director of advanced technology at TSMC, Bala Haran, director of silicon process research at IBM, … Read More


IEDM 2019 – TSMC 5nm Process

IEDM 2019 – TSMC 5nm Process
by Scotten Jones on 12-16-2019 at 10:00 am

IEDM is in my opinion the premiere conference for information on state-of-the-art semiconductor processes. In “My Top Three Reasons to Attend IEDM 2019” article I singled out the TSMC 5nm paper as a key reason to attend.

IEDM is one of the best organized conferences I attend and as soon as you pick up your badge you are handed a memory… Read More


Intel vs AMD vs Google vs Amazon vs NUVIA

Intel vs AMD vs Google vs Amazon vs NUVIA
by Daniel Nenni on 11-29-2019 at 6:00 am

Arguably the cloud was the quickest road to riches for chip designers large and small. As an emerging company, if you wanted to raise money just put “Datacenter” in your pitch deck and you were assured millions. You would be competing with semiconductor’s version of David and Goliath (AMD and Intel) but that was a good thing, right?… Read More


GLOBALFOUNDRIES and Arm Showcase Broad Range of Partnership

GLOBALFOUNDRIES and Arm Showcase Broad Range of Partnership
by Randy Smith on 10-21-2019 at 10:00 am

I previously blogged on the GLOBALFOUNDRIES (GF) Technology Conference (GTC) held in Santa Clara, CA. The main takeaway that I shared in that blog was that GF’s announced “pivot” to a specialty foundry announced over a year ago, including its decision not to pursue 7nm and smaller nodes, appears to be working and GF is gaining momentum.… Read More


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

Surrogate 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 Russia using… 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

Last 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 get an update on… 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

As 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 book with a question… Read More