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

Image RemovedSurrogate 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… Read More


Is the Q4 Bounce Back now a 2009 Recovery?

Is the Q4 Bounce Back now a 2009 Recovery?
by Robert Maire on 09-10-2018 at 7:00 am

Image RemovedLast week saw a unique confluence of events that continue the negative news flow in semicap following the story about GloFo. At a financial conference, Micron’s CFO said NAND prices were declining, this was on top of an analyst note in the morning about the same issue. Even though this should be no surprise as … Read More


GloFo dropping out of 7NM race?

GloFo dropping out of 7NM race?
by Robert Maire on 08-27-2018 at 12:00 pm

Image RemovedCould this be more bad news for semicap spend? Negative for US chip independence & AMD costs ? Rumors of Global Foundries dropping out of the 7NM race have been increasing rapidly. What could be a fatal blow to the GloFo 7NM program was AMD deciding to go with TSMC for 7NM first for one product and finally for its next… Read More


UTBB SOI can scale down to 5nm says Skotnicki…

UTBB SOI can scale down to 5nm says Skotnicki…
by Eric Esteve on 07-29-2015 at 12:00 am

…and FinFET down to 3nm. This assertion is the result of extensive research work made by Thomas Skotnicki, ST Fellow and Technical VP, Disruptive Technologies, leading to numerous publications, like in 1988 in IEEE EDL or in 2008 in IEEE TED paper. I say extensive, I should also say long, very long, as it took almost 30 years for the… 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

Image RemovedBarron’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… Read More


Should we pay the price of Innovation?

Should we pay the price of Innovation?
by Eric Esteve on 08-08-2014 at 8:00 pm

I agree that this question sounds stupid: nobody is forcing me to buy an innovative product, or even a gadget, if I don’t want to pay a high price, I just don’t buy the product. But it seems that some people don’t really think that way. The story is related to Qualcomm sales in China, and recently announced partnership with SMIC…

The PartnershipRead More


What is Next for GLOBALFOUNDRIES?

What is Next for GLOBALFOUNDRIES?
by Daniel Nenni on 04-04-2014 at 8:30 am

Image RemovedIn response to changing industry dynamics, AMD announced in October 2008 a new strategy to focus exclusively on the design phase of semiconductor product development. To achieve that strategy, AMD partnered with Advanced Technology Investment Company (ATIC) of Abu Dhabi to create a new joint venture company designed… Read More


Intel 14nm Delayed?

Intel 14nm Delayed?
by Daniel Nenni on 07-31-2013 at 10:45 pm

One of the more interesting pieces of information I overheard at SEMICON West earlier this month was that Intel 14nm was delayed. This rumor came from the semiconductor equipment manufacturers and they would know. What I was told is that the Intel 14nm process has not left the OR development facility to be replicated in the OR and … Read More


The GLOBALFOUNDRIES Value Proposition!

The GLOBALFOUNDRIES Value Proposition!
by Daniel Nenni on 08-09-2012 at 5:00 pm

From the very start I continually asked the GF guys what their value proposition is other than, “We are not TSMC”, which seems to be the easy way to foundry riches but clearly is not. In the early days of GF there was a lot of pride, pomp, and circumstance but that does not necessarily sell wafers. Today we are seeing a very different GF … Read More