In 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 to become… Read More
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
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
As I mentioned in my blog GlobalFoundries Update 2012, the GFI people are on the move at DAC 2012. Here is a little more detail on the up and coming AMS and Digital reference flows for 28nm and 20nm.… Read More
What’s new with Glofo? Quite a bit actually. It was interesting to see a Made in America: Global Companies Expand in U.S. Towns segment on semiconductors! Give it a look, I enjoyed it. It’s an election year, jobs are key to any election, so it did not surprise me to see President Obama making the rounds:… Read More
When AMD sought to shed its costly manufacturing operations, Ibrahim Ajami saw an interesting opportunity, one that promised to bring semiconductor manufacturing to Abu Dhabi. Let’s start with the January 2010 interview with Ajami, the 35 year old Chief Executive Officer of Advanced Technology Investment Company (ATIC), … Read More
Monday morning at DAC I attended the breakfast presentation from Magma, ARM and GLOBALFOUNDRIES. The 28nm node is ready for business using Magma tools and ARM libraries.
During breakfast I met Karim Arabi, Ph.D. from QualComm. He’s a senior director of engineering in San Diego and wanted to learn more about… Read More
Unlike the last CES, this year I saw compelling technology, technology that will definitely drive the semiconductor industry and make the analyst fortunetellers look bad yet again. Anyone who thinks semiconductor growth next year will be in single digits is absolutely wrong, TSMC will grow even more, 20%+. First and foremost… Read More
The foundry business is a tough one. The golden age of semiconductors is clearly over and what remains is a highly competitive marketplace. This blog follows up my original TSMC vs Global Foundries which is the single most viewed page on my site.
Case in point #1: Founded in 2000, SMIC Semiconductor Manufacturing International … Read More