Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly

Podcast EP76: Geopolitical Forces on Semis, the Past, Present and Future with Terry Daly
by Daniel Nenni on 05-04-2022 at 10:00 am

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 at IEDM

IBM at IEDM
by Scotten Jones on 01-10-2022 at 6:00 am

Vertical FET process

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


Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO

Intel – “Super” Moore’s Law Time warp-“TSMC inside” GPU & Global Flounders IPO
by Robert Maire on 10-31-2021 at 6:00 am

GF TSMC Intel

“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


Magnetic Immunity for Embedded Magnetoresistive RAM (eMRAM)

Magnetic Immunity for Embedded Magnetoresistive RAM (eMRAM)
by Tom Dillinger on 07-22-2021 at 6:00 am

coil interaction

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


GloFo inside Intel? Foundry Foothold and Fixerupper- Good Synergies

GloFo inside Intel? Foundry Foothold and Fixerupper- Good Synergies
by Robert Maire on 07-18-2021 at 6:00 am

Intel GlobalFoundries Acquisition

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 CapEx strong in 2021

 Semiconductor CapEx strong in 2021
by Bill Jewell on 06-23-2021 at 10:00 am

Semiconductor CAPEX spending versus change 2021

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


Chips for America Act – Funding Failures & Foreigners or Saving Semiconductors?

Chips for America Act – Funding Failures & Foreigners or Saving Semiconductors?
by Robert Maire on 06-06-2021 at 6:00 am

Government Bailout

-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


Enabling Silicon Technologies to Address Automotive Radar Trends and Requirements

Enabling Silicon Technologies to Address Automotive Radar Trends and Requirements
by Kalar Rajendiran on 06-01-2021 at 6:00 am

Current GF Nodes Supporting Automotive

During the week of April 19th, Linley held its Spring Processor Conference 2021. The Linley Group has a reputation for putting on excellent conferences. And this year’s spring conference was no exception. There were a number of very informative talks from various companies updating the audience on the latest research and development… Read More


Machine Learning Applied to Increase Fab Yield

Machine Learning Applied to Increase Fab Yield
by Tom Dillinger on 05-25-2021 at 8:00 am

enhanced defect images

Machine learning applications have become pervasive and increasingly complex, from recommendation agents in online interactions to personal assistants for command response to (ultimately) autonomous vehicle control.  Yet, an often overlooked facet of machine learning technology is the deployment in industrial process… Read More


MRAM Magnetic Immunity – Empirical Study Summary

MRAM Magnetic Immunity – Empirical Study Summary
by Mads Hommelgaard on 03-28-2021 at 10:00 am

MRAM Magnetic Immunity

The main threat for the wide adoption of MRAM memories continues to be their lack of immunity to magnetic fields. MRAM magnetic immunity (MI) levels has seen significant research over the years and new data is continuously published from the main MRAM vendors.

This data, however, is rarely compared to magnetic field exposure scenarios… Read More