Redefining the Semiconductor Foundry Model: Abu Dhabi versus Taiwan

Redefining the Semiconductor Foundry Model: Abu Dhabi versus Taiwan
by Daniel Nenni on 04-11-2010 at 2:53 pm

It was a pleasure to see the GlobalFoundries (GFI) corporate pitch at the Mentor Graphics U2U Conference last week. Wally Rhines is a tough act to follow but Mojy Chian, Senior Vice President of Design Enablement at GlobalFoundries, presented a compelling argument for a refined foundry business model. The GFI people were also … Read More


TSMC versus SAMSUNG

TSMC versus SAMSUNG
by Daniel Nenni on 03-07-2010 at 8:49 pm

According to the EETimes“The leading-edge foundry market is up for grabs, as several vendors have stumbled or been victims of the shakeout “. According to people who actually work with the foundries, like myself, the leading edge foundry market will continue to be dominated by TSMC and GlobalFoundries is the “dark horse”. SamsungRead More


GlobalFoundries and the Mobile World Congress

GlobalFoundries and the Mobile World Congress
by Daniel Nenni on 02-22-2010 at 12:30 am

One may ask why in the semiconductor world would GlobalFoundries(GFI) exhibit at the Mobile World Congress last week, the world’s largest exhibition for the mobile industry. And not just exhibit, GFI turned out at en force with meeting rooms and bright orange signage declaring a mobile revolution. Why? Here is your first clue:… Read More


UMC vs GLOBALFOUNDRIES

UMC vs GLOBALFOUNDRIES
by Daniel Nenni on 11-11-2009 at 11:31 pm

TSMC Versus Global Foundries and TSMC versus SMIC clearly indicate that TSMC is the number one foundry in the world and it will be that way for the foreseeable future. The question now is who will be number two? Who will seriously challenge TSMC?

UMC has 10 fabs, 8 in Taiwan, 1 in Japan, and 1 in Singapore. Global Foundries will have Chartered’s… Read More


TSMC Versus Global Foundries

TSMC Versus Global Foundries
by Daniel Nenni on 09-13-2009 at 11:46 am

The big news last week was Global Foundries’ (GFI) agreement to acquire Chartered Semiconductor (CHRT) for $3.9B, but what does it really mean to the semiconductor world in total?

CurrentlyTSMC has 11 fabs producing wafers, 8 in Taiwan, 1 in Shanghai, 1 in Singapore, and 1 in Washington State. After the acquisition, Global Foundries… Read More